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ICU Medical (ICUI) investor relations material

ICU Medical Morgan Stanley 23rd Annual Global Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Morgan Stanley 23rd Annual Global Healthcare Conference summary10 Sep, 2025

Executive insights and leadership actions

  • Recent personal stock purchases reflect confidence in future earnings and value creation, with leadership maintaining significant equity holdings over time.

  • Focus remains on executing current opportunities in consumables and pumps, with home care seen as a natural next adjacency.

  • Capital allocation priorities emphasize reliable mid-single digit growth, cash generation, and shareholder returns over risky M&A.

  • Leverage reduction to around 2x is a near-term goal, supported by strong cash flow forecasts.

Business segment performance and drivers

  • Consumables segment has compounded at 5–6% annually, driven by strong end-market demand, demographic trends, product quality, and recent IV solution shortages.

  • IV systems are experiencing above-market growth due to product modernization, competitive wins, and an accelerated replacement cycle from industry-wide device remediations.

  • Vital Care division was restructured via a joint venture, reducing exposure to capital-intensive IV solutions and leaving a smaller, less differentiated segment.

Innovation, regulatory, and competitive landscape

  • Incremental innovation in consumables and major FDA clearances, such as for the Clave family, are strengthening the product portfolio.

  • Integration of infusion hardware platforms enables a unified IT system and user interface, creating a holistic solution for customers.

  • Regulatory scrutiny remains high, with compliance and product quality as top priorities to avoid setbacks.

  • Home care is a strategic focus, leveraging high market share in ambulatory pumps and exploring new revenue streams through connectivity and data.

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Frequently asked questions

ICU Medical Inc develops, manufactures, and sells medical devices used in infusion therapy, oncology, and critical care. The company’s products include IV sets, pumps, needle-free connectors, and related systems used by hospitals and healthcare providers. The company is headquartered in San Clemente, California, and its shares are listed on the NASDAQ.

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