UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES ☒ EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES ☐ EXCHANGE ACT OF 1934 For the transition period from to COMMISSION FILE NO. 000-26224 INTEGRA LIFESCIENCES HOLDINGS CORPORATION (EXACT NAME OF REGISTRANT AS SPECIFIED IN ITS CHARTER) Delaware 51-0317849 (STATE OR O ...

财务数据和关键指标变化 - 第二季度收入下降2.7%,主要反映了波士顿召回和生产暂停的影响 [10] - 剔除波士顿制造产品,公司组合实现5.5%的有机增长 [11] - 第二季度调整后每股收益为0.71美元,受波士顿召回影响约0.20美元 [12] 各条业务线数据和关键指标变化 - 临床系统与服务(CSS)业务收入增长5.1%,有机增长6.3%,主要驱动因素包括CUSA、Mayfield、DuraGen等产品的强劲表现 [18][19] - 组织技术(Tissue Technologies)业务收入下降21.2%,剔除波士顿产品影响后有机增长3.8%,MicroMatrix、Cytal等产品实现两位数增长 [20][21] 各个市场数据和关键指标变化 - 国际市场销售增长高个位数,其中中国、加拿大和间接市场实现两位数增长 [19][21] 公司战略和发展方向及行业竞争 - 公司继续推进植入式乳房重建市场的产品组合策略,已提交SurgiMend PMA申请的临床部分修订 [12] - 完成DuraSorb PMA临床试验入组,推进PMA产品管线 [12] - 已完成CereLink监测仪重新上市的技术准备工作,计划在第三季度末在国际市场重新上市,第四季度在美国重新上市 [13] - 正在扩大CUSA和DuraGen产品组合在国际市场的覆盖范围,并增强Bactiseal导管在欧洲市场的临床证据 [13] 管理层对经营环境和未来前景的评论 - 市场需求动态整体良好,欧洲、亚洲和美国市场表现稳健 [67] - 供应链状况正在逐步改善,公司内部执行效率也在提升,第二半年将有更多利好因素 [67][68] 其他重要信息 - 公司计划在第三季度启动125百万美元的股票回购计划 [24][25] - 2023年第三季度收入预计386-390百万美元,全年收入预计1,548-1,560百万美元 [26][27] - 2023年第三季度调整后每股收益预计0.76-0.80美元,全年调整后每股收益预计3.10-3.18美元 [28] - 公司将继续加强制造能力和质量管理,确保全球制造基地的可靠性、质量和效率 [31][32] 问答环节重要的提问和回答 问题1 **Steven Lichtman 提问** SurgiMend PMA申请的时间安排如何受到波士顿工厂重启的影响 [35][36][37] **Jan De Witte 回答** SurgiMend PMA申请的临床部分已提交,预计在2024年第一季度获得FDA批准。制造部分需要等到波士顿工厂重启后才能进行,预计在2025年上半年完成PMA审批 [36][37] 问题2 **Rohan Patel 提问** 公司如何应对波士顿召回导致的销售损失,是否会在销售费用方面进行削减 [42][43][44] **Lea Knight 回答** 公司将保留一些必要的战略投资,同时采取成本改善措施来抵消部分召回影响,但不会大幅削减销售费用 [43][44][45] 问题3 **David Turkaly 提问** 波士顿工厂重启后,公司是否还需要额外的FDA检查才能恢复生产和销售 [58][59][60] **Jan De Witte 和 Lea Knight 回答** 重启生产不需要额外的FDA检查,公司将自行决定何时重启生产并出货。PMA审批时需要FDA进行预批准检查,预计在2024年底或2025年初进行 [59][60][61][62]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES ☒ EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES ☐ EXCHANGE ACT OF 1934 For the transition period from to COMMISSION FILE NO. 000-26224 INTEGRA LIFESCIENCES HOLDINGS CORPORATION (EXACT NAME OF REGISTRANT AS SPECIFIED IN ITS CHARTER) Delaware 51-0317849 (STATE OR ...

INTEGRA Q1 2023 EARNINGS PRESENTATION APRIL 26, 2023 Safe Harbor Statement This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties and reflect the Company's judgment as of the date of this presentation. All statements, other than statements of historical fact, are statements that could be deemed forward-looking statements. Some of these forward-looking statements may contain words like "will," "beli ...

Integra LifeSciences Holdings Corporation (NASDAQ:IART) Q1 2023 Earnings Conference Call April 26, 2023 8:30 AM ET Company Participants Chris Ward – Senior Director-Investor Relations Jan De Witte – President and Chief Executive Officer Mathieu Aussermeier – Vice President-FP&A, Investor Relations and Treasurer Conference Call Participants Vik Chopra – Wells Fargo Ryan Zimmerman – BTIG Craig Bijou – Bank of America Eric Fleming – Raymond James Rohan Patel – JPMorgan Chase Drew Ranieri – Morgan Stanley Opera ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to COMMISSION FILE NO. 000-26224 INTEGRA LIFESCIENCES HOLDINGS CORPORATION (EXACT NAME OF REGISTRANT AS SPECIFIED IN ITS CHARTER) Delaware 51-0317849 (STATE OR OTHER ...

INTEGRA Q4 & FULL YEAR 2022 EARNINGS PRESENTATION FEBRUARY 22, 2023 Safe Harbor Statement This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties and reflect the Company's judgment as of the date of this release. All statements, other than statements of historical fact, are statements that could be deemed forward-looking statements. Some of these forward-looking statements may contain words like "wi ...

Integra LifeSciences Holdings Corporation. (NASDAQ:IART) Q3 2022 Earnings Conference Call October 26, 2022 8:30 AM ET Company Participants Chris Ward - Senior Director, Investor Relations Jan De Witte - President & Chief Executive Officer Carrie Anderson - Chief Financial Officer Conference Call Participants Ryan Zimmerman - BTIG David Turkaly - JPM Vik Chopra - Wells Fargo Matthew Taylor - Jefferies Steve Lichtman - Oppenheimer Drew Ranieri - Morgan Stanley Richard Newitter - Truist Operator Hello and welc ...

Q3 2022 EARNINGS PRESENTATION OCTOBER 26, 2022 Safe Harbor Statement This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties and reflect the Company's judgment as of the date of this presentation. All statements, other than statements of historical fact, are statements that could be deemed forward-looking statements. Some of these forward-looking statements may contain words like "will," "believe," ...

Q2 2022 EARNINGS PRESENTATION JULY 27, 2022 Safe Harbor Statement This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties and reflect the Company's judgment as of the date of this presentation. All statements, other than statements of historical fact, are statements that could be deemed forward-looking statements. Some of these forward-looking statements may contain words like "will," "believe," "ma ...