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    Benjamin Haynor • Lake Street Capital Markets

    Benjamin Haynor's questions to Profound Medical Corp (PROF) leadership

    Benjamin Haynor's questions to Profound Medical Corp (PROF) leadership • Q1 2025

    Question

    Benjamin Haynor of Alliance Global Partners inquired about the clinical feedback on the CAPTAIN trial data since its release, the company's plans for presenting the data to commercial insurers, and the level of commercial activity at the AUA conference booth.

    Answer

    CEO Arun Menawat described the feedback on the CAPTAIN data as overwhelmingly positive, particularly from teaching hospitals, which he believes will drive mainstream adoption. He confirmed that conversations with private insurers have begun. Chief Commercial Officer Thomas Tamberrino added that booth activity at AUA was 'fantastic,' leading to a growing sales pipeline and compelling discussions around the TULSA-PLUS program's economic model.

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    Benjamin Haynor's questions to Profound Medical Corp (PROF) leadership • Q2 2024

    Question

    Benjamin Haynor of Lake Street Capital Markets asked about the reaction of MRI manufacturers to the new reimbursement proposal, how physicians might segment Medicare versus commercial patients across different sites of care, and the specific time savings and adoption rates for the new TULSA AI modules, Contouring Assistant and Thermal Boost.

    Answer

    CEO Arun Menawat stated that MRI companies view the reimbursement as a key factor that helps justify an MR-centric prostate care strategy, making it easier to sell their systems into ASCs and OBLs. He suggested physicians will likely create customized economic models, potentially directing higher-paying commercial patients to their own facilities. Menawat and COO Mathieu Burtnyk added that the Thermal Boost module is used in about 50% of cases, and the Contouring Assistant AI is expected to enable physicians to perform more procedures per day, with specific data to be published later.

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

    Benjamin Haynor's questions to OrthoPediatrics Corp (KIDS) leadership • Q1 2025

    Question

    Benjamin Haynor asked for more detail on the productive conversations with the FDA regarding the eLLi system's submission pathway. He also inquired about the first wave of products planned for launch in the EU following MDR approval and their potential market impact.

    Answer

    CEO David Bailey expressed optimism about the eLLi pathway, stating the likelihood of a large, multiyear PMA study is now very low, as the FDA recognizes the need for the device. Regarding EU MDR, he explained the first approvals will be for Trauma and Limb Deformity products and critical updates to existing systems. He noted that a major catalyst will be launching the 4.5/5.0 Fusion system, which is crucial for capturing Scoliosis market share in Europe.

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

    Benjamin Haynor's questions to Butterfly Network Inc (BFLY) leadership • Q1 2025

    Question

    Benjamin Haynor requested more details on Octiv partnerships beyond the most prominent ones, updates on future technology like new chips and form factors, and the typical decision-making timeline for medical schools adopting POCUS.

    Answer

    CEO Joseph DeVivo shared an anecdote about the Forest Neurotech partnership detecting brain activity in a comatose patient, highlighting Octiv's foundational potential. He confirmed the next-gen P5 chip is on track for production by late 2025. He also explained that medical schools typically finalize budgets for the upcoming academic year in the second calendar quarter, ahead of their June 30 fiscal year-end.

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    Benjamin Haynor's questions to Butterfly Network Inc (BFLY) leadership • Q4 2024

    Question

    Benjamin Haynor of Lake Street Capital Markets asked for more specific metrics on the HomeCare pilot, such as the number of participants and duration. He also questioned if the recent capital raise would accelerate hardware developments like the iQ station and sought clarification on what new revenue streams are excluded from the 2025 guidance.

    Answer

    Chairman and CEO Joseph DeVivo shared that the pilot has trained 18 nurses and is designed for 200 patients, but it is too early for definitive readmission data. He clarified the capital raise ensures continued funding for key programs like the P5 chip, iQ station, and wearables, preventing cuts rather than funding new initiatives. CFO and COO Heather Getz specified that the 2025 guidance includes revenue from existing Octiv contracts signed in 2024 but excludes any new Octiv deals, HomeCare revenue, or Butterfly Garden revenue.

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    Benjamin Haynor's questions to Butterfly Network Inc (BFLY) leadership • Q3 2024

    Question

    Benjamin Haynor asked for specifics on the Butterfly Home Care pilot, including the business model and target population, and inquired about the economic structure of the newly announced subsidiary, OCTIV.

    Answer

    Joseph DeVivo, Chairman and CEO, explained the Home Care pilot is a service where Butterfly enables partners to reduce hospital readmissions through frequent, AI-powered bedside imaging, operating on a PMPM basis. He clarified that the new subsidiary, OCTIV, will monetize Butterfly's chip technology by licensing it to non-competitive industries. The economic model involves licensing fees, development fees, and a transfer price for the physical chips, creating long-term, recurring revenue streams from each new partner.

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    Benjamin Haynor's questions to Treace Medical Concepts Inc (TMCI) leadership

    Benjamin Haynor's questions to Treace Medical Concepts Inc (TMCI) leadership • Q4 2024

    Question

    Benjamin Haynor of Lake Street Capital Markets asked about the utilization patterns of surgeons adopting the new osteotomy offerings, how the '4 classes of bunions' messaging might alter direct-to-patient marketing, and for an update on the SpeedPlate attach rate.

    Answer

    CEO John Treace and CFO Mark Hair explained that they are initially targeting surgeons who are high utilizers of MIS osteotomies and have lower Lapiplasty adoption. John Treace acknowledged that the new product breadth creates opportunities to evolve the direct-to-patient marketing message. He also confirmed that the SpeedPlate fixation system's attach rate is now 'north of 50%' of the overall fixation mix.

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    Benjamin Haynor's questions to Myomo Inc (MYO) leadership

    Benjamin Haynor's questions to Myomo Inc (MYO) leadership • Q3 2024

    Question

    Ben Haynor from Lake Street Capital Markets asked about the demand for O&P clinician training, the process for a clinic to become a 'Center of Excellence,' and whether the Q4 guidance includes contributions from the O&P channel.

    Answer

    CEO Paul Gudonis explained that the Myomo Academy online platform helps scale training to meet growing demand. He detailed the 'Center of Excellence' certification as a 3-day, hands-on program covering the entire patient care process. CFO David Henry clarified that the Q4 guidance assumes a minimal contribution from the O&P channel, consistent with its 3% of revenue in Q3, viewing it as a more significant 2025 growth driver.

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    Benjamin Haynor's questions to Myomo Inc (MYO) leadership • Q2 2024

    Question

    Ben Haynor from Lake Street Capital Markets asked for specifics on the O&P channel, including the number of clinicians who have started training and the nature of the relationship with Hanger. He also questioned what is required to scale manufacturing to 150-200 units per month and if there are any key bottlenecks.

    Answer

    CEO Paul Gudonis stated that O&P training has just begun with several clinics, including Hanger, but did not provide a specific number of trainees yet. Regarding Hanger, he confirmed a keen interest from their leadership but did not disclose further details. Gudonis explained that scaling manufacturing involves a balanced approach across the entire revenue cycle—from intake and reimbursement staff to field clinicians and production—to avoid bottlenecks, noting they are getting operating leverage as product revenue growth outpaces operating expense growth.

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