Masimo Corp (NAS:MASI)

$ 135.26 -0.43 (-0.32%) Market Cap: 7.18 Bil Enterprise Value: 7.99 Bil PE Ratio: 92.01 PB Ratio: 5.26 GF Score: 90/100

Masimo Corp at Morgan Stanley Healthcare Conference Transcript

Sep 10, 2019 / 07:30PM GMT

Release Date Price: $145.61 (-2.48%)

Transcript

David Ryan Lewis

Morgan Stanley, Research Division - MD

Let's go ahead and get started here as you progress through the afternoon. My name is David Lewis, medical device analyst at Morgan Stanley. It's my pleasure to have this here -- this afternoon, Masimo and 2 members of management, Micah Young, CFO; and Eli Kammerman, VP of IR and Business Development.

We are going to jump right into Q&A, as I've said all week so far. Make sure you go to the Morgan Stanley research disclosure website and check out my research disclosures. There's fun facts on me.

Questions & Answers

David Ryan Lewis

Morgan Stanley, Research Division - MD

Micah, I want to start where we let off just a few weeks ago, frankly with the Analyst Day and the LRP. And there's kind of 2 things I spend a vast majority of our time on today talking about is one, sort of the core business and that wasn't the focus of the Analyst Day. The Analyst Day was really about not the core business, everything in the future, and we're going to talk about those, those 2 or those 2 cities

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