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1、13April2020EquityResearchAmericas
2、UnitedStatesHealthcareSectorLookingattheDemand&SupplyPictureforProtectiveEquipmentHealthcare
3、ConferenceCallOnThursday,April9,wehostedaconferencecallwithRobertAnderson,aretiredexecutiveResearchAnalystsfrom3M.Mr.AndersonservedasVicePresidentofResearchand
4、DevelopmentfortheSafetyandGraphicsBusinessGroup.Mr.AndersonofferedhisthoughtsonthecurrentsupplyofN95A.J.Ricemasks,effortstoexpandthatsupplyandhowquicklytheUSmightgettoapointwherepublic2123258134healthofficialswerecomfortablethatsupplieswereadequateforthecurrentcrisis:aj.rice@credit-sui
5、sse.comSizingtheOverallMarketforN95Masks:OurexpertsizedtheglobalmarketforMattMiksicprotectivemasksatabout$1.0blnannually,withroughly1.0-1.2blnunitsbeingproduced.2123254381Ourexpertbelievesthatinanormalenvironmentveryminimalstockpilesofmasksareheldmatt.miksic@credit-suisse.comininventor
6、y.Basedonannouncementsoverthelastmonth,Mr.Andersonbelievesthatmaskproductioncapacitymaybeintheprocessofdoubling.JohnWalshOurexpertprojectsthatthesupplyofPPEmaybesufficienttoeasepublichealth2125381664john.walsh@credit-suisse.comconcernsin2-3months:Mr.Andersonnotesthattherearemanyconside
7、rationsinplaythathaveledtocallsbypublichealthofficialstosuspendelectivemedicalprocedures.WithrespecttotheavailabilityofPPEspecifically,ourexpertestimatesthattheUScouldbeinapositionwheresupply/demandisinbalancetoeasepublichealthconcernsthatre-openingelectivesurgerieswouldusemuchneededPP
8、E.DISCLOSUREAPPENDIXATTHEBACKOFTHISREPORTCONTAINSIMPORTANTDISCLOSURES,ANALYSTCERTIFICATIONS,LEGALENTITYDISCLOSUREANDTHESTATUSOFNON-USANALYSTS.USDisclosure:CreditSuissedoesandseekstodobusinesswithcompaniescoveredinitsresearchreports.Asaresult,investorsshouldbeawarethattheFirmmayhaveacon
9、flictofinterestthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.13April2020ConferenceCallEditedTranscriptMattMiksic:Thankseveryoneforjoiningus.It’sourpleasuretohavewithustoday,RobertAnderson,formerVicePresid
