adminWest Pharmaceutical Services, Inc. (WST) Jefferies London Healthcare Conference 2025 November 18, 2025 5:00 AM EST
Company Participants
Robert McMahon – Senior VP & CFO
Conference Call Participants
David Windley – Jefferies LLC, Research Division
Presentation
David Windley
Jefferies LLC, Research Division
Good morning. I’m Dave Windley with Jefferies Healthcare Equity Research. I’m based in the States, and I cover CROs and pharma supply chain players. In this case, a sterile injectable container manufacturer supplier, West Pharmaceutical Services is a company that I’ve covered for about 15 years and enjoyed it. It’s a very interesting and complex business and fun to cover.
Having said that, I haven’t had the opportunity until today to meet Bob McMahon in person. So that’s a great introduction. Very much appreciate, he and John Sweeney, the company’s Investor Relations lead to be here at our Jefferies London Conference soon into your tenure. So Bob is the CFO. I didn’t mention that, but recently joined West as the CFO.
Question-and-Answer Session
David Windley
Jefferies LLC, Research Division
So that leads us into, bob, just talk about your early experience in these first few months at West. What have you seen? Where do you think some opportunities are and just kind of lay that out for us.
Robert McMahon
Senior VP & CFO
Great. Thanks, David, and good morning, everyone. It’s certainly a pleasure to be here. A lot of excitement and energy in the room and in this conference. It’s my first time here in London in this conference as well. So — and super excited about being here at West. I’ve been here for a little over 3 months now. And one of the things that drove me to West was really the strength of the core business, our core elastomer business, which we are the leading provider there. And over the last 3 months, I’ve had a chance to
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