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    Ben Haynor • Lake Street Capital Markets

    Ben Haynor's questions to OrthoPediatrics Corp (KIDS) leadership

    Ben Haynor's questions to OrthoPediatrics Corp (KIDS) leadership • Q2 2025

    Question

    Ben Haynor of Lake Street Capital Markets questioned the company's preference between acquisition versus de novo expansion for its OPSB business and asked if the anticipated 'halo effect' from the EOS portfolio development is already materializing.

    Answer

    CEO Dave Bailey clarified that the company prefers Greenfield (de novo) expansion in established territories and acqui-hires in new jurisdictions to build an initial footprint. He confirmed that the 'halo effect' from their investment in the EOS portfolio is already benefiting the broader scoliosis business by creating new opportunities with customers for their existing fusion products.

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    Ben Haynor's questions to Butterfly Network Inc (BFLY) leadership

    Ben Haynor's questions to Butterfly Network Inc (BFLY) leadership • Q2 2025

    Question

    Ben Haynor from Lake Street Capital Markets asked for more specifics on the home care pilot, including the magnitude of the readmission reduction and the criteria for expanding to more states. He also questioned if the IQ Station could help access traditional hospital ultrasound budgets and requested an update on the next-generation P5 chip.

    Answer

    President, CEO & Chairman Joseph Devivo stated that while partner data is confidential, the pilot cut readmissions 'at least by half.' He explained the first state-wide rollout is to prove these results are transferable at scale. Devivo confirmed that the IQ Station is designed to compete with POCUS carts and access existing hospital capital budgets. He described the upcoming P5 chip as a 'generational step up' in image quality that he believes will make Butterfly's technology the clear choice over legacy systems.

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    Ben Haynor's questions to Alphatec Holdings Inc (ATEC) leadership

    Ben Haynor's questions to Alphatec Holdings Inc (ATEC) leadership • Q2 2025

    Question

    Ben Haynor inquired about ATEC's penetration in geographies where it has been historically under-indexed and how adoption, particularly with EOS, accelerates on a regional basis.

    Answer

    Chairman & CEO Pat Miles responded that the EOS image is the "most coveted image in Spine" and foundational for alignment. He explained that academic institutions are enthusiastic about ATEC's ability to translate EOS data into predictive informatics to improve surgical durability. This enthusiasm for the ecosystem's potential is driving adoption and interest in previously underserved areas.

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