Catalent Inc at Morgan Stanley Global Healthcare Conference Transcript

Sep 12, 2023 / 02:50PM GMT
Tejas Rajeev Savant - Morgan Stanley, Research Division - Equity Analyst

Good morning, everyone, and thanks for joining us. I'm Tejas Savant. I cover life science tools and diagnostics here at Morgan Stanley. It's my pleasure today to host Catalent. And on behalf of the company, we have Alessandro Maselli, CEO; and Matti Masanovich, new CFO. So welcome to you both, and thanks for joining me. Before we get started, for important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your sales rep.

So Alessandro, maybe just to set the stage, it's been quite a year for Catalent. While the whole lot is gone sort of wrong or not according to plan with the COVID normalization, the 483s, the guidance overshoots, et cetera. You've had some nice wins and bright spots too, which sometimes gets lost among all of the headlines, right? And as you reflect on the key learnings from the last 18 months or so, personally for you as you transitioned into your -- the CEO role and for the company as a whole.

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