Sign in

    Aaron Wukmir • Lake Street Capital Markets

    Aaron Wukmir's questions to Treace Medical Concepts Inc (TMCI) leadership

    Aaron Wukmir's questions to Treace Medical Concepts Inc (TMCI) leadership • Q2 2025

    Question

    Aaron Wukmir inquired about the surgeon profiles for Treace's three new systems, the expected volume ramp-up compared to Lapiplasty, and surgeon feedback on the upcoming Lapiplasty Lightning system.

    Answer

    CEO John Treace explained the strategy is to penetrate the 70% of existing surgeons' bunion cases they currently don't address. He noted the new products are incremental with strong price points. Regarding Lapiplasty Lightning, he described it as a "step function" innovation to increase procedural speed and reproducibility, positioning it as a key growth driver for 2026.

    Ask Fintool Equity Research AI

    Aaron Wukmir's questions to Organogenesis Holdings Inc (ORGO) leadership

    Aaron Wukmir's questions to Organogenesis Holdings Inc (ORGO) leadership • Q1 2025

    Question

    Aaron Wukmir of Lake Street Capital Markets inquired about the expected cadence of business throughout the year, the key factors supporting the reaffirmed guidance, and the drivers for the gross margin forecast.

    Answer

    CFO David Francisco stated that Organogenesis is confident in its guidance due to the optionality of its product portfolio. He highlighted that with the LCD delay, the full portfolio, including PuraPly, is now available for all indications, which is a significant advantage. The second half of the year is expected to see market stabilization and a normalization of customer buying behavior. For gross margins, Francisco explained they will be back-end loaded, improving significantly in the second half due to a favorable product mix shift and the cessation of excess inventory expirations that impacted Q1 and Q2.

    Ask Fintool Equity Research AI

    Aaron Wukmir's questions to Tandem Diabetes Care Inc (TNDM) leadership

    Aaron Wukmir's questions to Tandem Diabetes Care Inc (TNDM) leadership • Q4 2024

    Question

    Aaron Wukmir from Lake Street Capital Markets asked if the previously mentioned manufacturing cost savings for the Mobi pump and cartridge will lead to meaningful gross margin improvement in 2025.

    Answer

    Leigh Vosseller, Executive Vice President and Chief Financial Officer, confirmed the long-term cost-saving targets. She stated that the Mobi pump itself will become accretive to gross margin in 2025, contributing to the year's overall margin improvement. However, the more significant benefits from Mobi cartridge scaling are not expected until 2026.

    Ask Fintool Equity Research AI

    Aaron Wukmir's questions to Electromed Inc (ELMD) leadership

    Aaron Wukmir's questions to Electromed Inc (ELMD) leadership • Q1 2025

    Question

    Aaron Wukmir of Lake Street Capital Markets inquired about the impact of disease awareness campaigns on diagnoses, long-term revenue mix targets for the hospital segment, the company's competitive position as a pure-play, and the primary drivers for future growth.

    Answer

    President and CEO James Cunniff explained that increased investment from the pharmaceutical industry is raising awareness for bronchiectasis, the company's primary diagnosis, though insurance hurdles remain. He stated that while the hospital segment is growing, it will remain a smaller part of the business due to long sales cycles, with the home care market being the primary focus. Cunniff positioned Electromed's pure-play status as an advantage, allowing for a specialized and expert sales force in a nascent market. Key growth drivers identified include sales force expansion, direct-to-consumer (D2C) marketing, opportunistic hospital sales, and a new strategic focus on building relationships with private payers.

    Ask Fintool Equity Research AI

    Aaron Wukmir's questions to Electromed Inc (ELMD) leadership • Q4 2024

    Question

    Aaron Wukmir of Lake Street Capital Markets inquired about the key drivers for continued operating leverage, the potential market impact of Insmed's developing drug for bronchiectasis, CEO James Cunniff's reflections on his first year and future opportunities, and expectations for fiscal 2025 revenue trends.

    Answer

    Executive James Cunniff explained that future operating leverage will stem from supply chain efficiencies reducing distribution costs and increased productivity from the reimbursement team, which no longer scales directly with sales hires. He positioned Insmed's potential drug as a complementary therapy for inflammation, not a replacement for SmartVest's essential mucus clearance function. Cunniff attributed recent success to a new, collaborative leadership team and enhanced commercial tools, which support higher revenue-per-rep expectations. CFO Brad Nagel affirmed the company anticipates continued double-digit top-line growth and expanding operating leverage.

    Ask Fintool Equity Research AI