Organogenesis Holdings Inc (FRA:2PQ)
€ 3.18 -0.08 (-2.45%) Market Cap: 429.06 Mil Enterprise Value: 450.61 Mil PE Ratio: 0 PB Ratio: 1.76 GF Score: 73/100

Organogenesis Holdings Inc at Morgan Stanley Global Healthcare Conference Transcript

Sep 11, 2023 / 12:00PM GMT
Release Date Price: €2.38 (+4.39%)
Andrew Christopher Ranieri
Morgan Stanley, Research Division - Equity Analyst

All right, welcome, everyone, to the Morgan Stanley Healthcare Conference. I'm Drew Ranieri, one of the medical device analyst here. It's my pleasure to host this session with Organogenesis. I'm delighted to have Gary Gillheeney, the CEO and Chairman; and David Francisco, the CFO. Before we jump into it, just a brief disclaimer for important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. With that out of the way, reimbursement is really kind of the first topic -- coverage and reimbursement is kind of the first topic that I wanted to cover today. And if we kind of circle back or I think back to last year, the elephant in the room was the CMS proposed rule for the physician office.

And now it's really kind of the recent LCD from 3 MACs, which kind of is complicating the wound care industry and potentially soon your operations.

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