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    Avi Dahan • Needham & Company, LLC

    Avi Dahan is a Managing Partner with a background in technology and risk management, currently leading Madjrec. While there is no public record confirming his role as an analyst at Needham & Company, LLC, Dahan is recognized for his extensive experience and leadership capabilities in technology-focused firms. His career spans significant management and advisory roles, though specific investment research performance metrics, coverage of public companies, and industry analyst rankings are not publicly documented. Professional credentials and securities licenses are not found in available records, and thus cannot be verified.

    Avi Dahan's questions to Zynex Inc (ZYXI) leadership

    Avi Dahan's questions to Zynex Inc (ZYXI) leadership • Q4 2024

    Question

    Avi Dahan, on for Shagun Singh, asked about the specifics of the 2022 TRICARE audit, the lack of advance warning on the payment suspension, and the rationale for not providing full-year 2025 guidance given that 75% of revenue is unaffected. He also questioned the company's plan for its upcoming April meeting with the Defense Health Agency.

    Answer

    Executive Anna Lucsok described the 2022 audit as a routine post-payment review with standard adjustments and no major issues identified. Executive Thomas Sandgaard explained that full-year guidance was withheld because the potential revenue impact from TRICARE is substantial, possibly exceeding $50 million, creating too much uncertainty. He emphasized the issue is isolated and not indicative of a domino effect with other payers. For the April meeting, Anna Lucsok stated they will present data on policy compliance and reference the adjustments made following the 2022 audit, although TRICARE's specific concerns remain vague.

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    Avi Dahan's questions to Zynex Inc (ZYXI) leadership • Q3 2024

    Question

    Avi Dahan of Needham & Company inquired about the significant deceleration in Q3 order growth, asking for more detail on the impact of sales representative pruning and current Q4 order trends. He also requested an update on the company's strategic review process.

    Answer

    Executive Chairman and CEO Thomas Sandgaard explained that while Q3 growth slowed, October's year-over-year order growth was already at 17%, and he expects continued double-digit growth in the high teens. Regarding the strategic review, Sandgaard confirmed the company has received letters of intent and is actively engaged with one party, though a resolution is not expected in the immediate future.

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    Avi Dahan's questions to NVRO leadership

    Avi Dahan's questions to NVRO leadership • Q1 2024

    Question

    Inquired about the overall health of the spinal cord stimulation (SCS) market, what market assumptions are included in the 2024 guidance, and when Nevro expects to be in a position to take market share.

    Answer

    The SCS market saw some softness in Q1 trials, but Nevro was one of several companies that grew. The full-year guidance accounts for all factors, including trial volumes, replacements, the SI joint business ramp, and new sales reps becoming productive, which gives the company confidence in its forecast.

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