Advan Buysider
October 23, 2026
·
5 min read

Advan Buysider - A-DNR-DGX-ZBH & SYK

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​​T​his note updates​ on our Buysider Coverage​: The ​US OSG results from ​​Z​BH and SYK were all well ahead as previewed, demonstrating that Advan's data has high efficacy in ​M​ed Tech. ​​Q3 has started strongly.Our top-line estimates (based on our cellphone activity) were on the mark for DNR and DGX. Agilent (ticker:A) should be in line with consensus.

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Thomas Paulson

Thomas has been Head of Market Insights since January 2025. Previously, he served as Director of Research and Business Development at Placer.ai, where he was instrumental in providing actionable insights derived from location analytics and the path for expansion into new verticals. His extensive background also includes two decades as a buyside analyst and portfolio manager at Alliance Bernstein, Cornerstone, and others. Prior to that tenure he worked as an economist. Thomas also currently serves as the Co-Chair of the National Association for Business Economics Retail / Consumer Roundtable.