West Pharmaceutical Providers, Inc. (WST) 2026 KeyBanc Capital Markets Healthcare Digital Discussion board March 18, 2026 1:30 PM EDT
Firm Members
Robert McMahon – Senior VP & CFO
Convention Name Members
Paul Knight – KeyBanc Capital Markets Inc., Analysis Division
Anna Snopkowski – KeyBanc Capital Markets Inc., Analysis Division
Presentation
Paul Knight
KeyBanc Capital Markets Inc., Analysis Division
That is Paul Knight, the analyst overlaying life science at KeyBanc Capital Markets. With me as we speak is Anne Snopkowski, who’s on my workforce as properly. we’ll be working some Q&A. After which we have now, in fact, Bob McMahon, the Chief Monetary Officer of West Pharma; John Sweeney, Head of Investor Relations.
However that form of pops into my first query, Bob. Agilent, in fact, very, very well-known agency, I adopted it because the ’99 spin, I imagine, from HP. What do you want in regards to the West enterprise now that you’ve got been right here a bit bit?
Query-and-Reply Session
Robert McMahon
Senior VP & CFO
Sure. Sure, Paul, Nice. Due to you and Anna for having us. We actually respect it. And what I would say is the factor that is actually tremendous thrilling about West is I believe it is a enterprise mannequin that is pretty hardly ever matched within the business. And once I take into consideration that, a enterprise that is acquired a really robust market share 70% to 75%, form of, market share with much more alternatives forward of us as we transfer into form of biologics, the place we have now even the next participation price and the sturdiness of the enterprise long run.
So after we take into consideration the aggressive moat that we have now as soon as we’re spec-ed right into a product, we’re on that product for the lifetime of that product. And so it’s extremely uncommon that we lose a molecule. And so whether or not that be a branded molecule and even
