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    Bill Plovanic • Canaccord Genuity Group Inc.

    Bill Plovanic's questions to Artivion Inc (AORT) leadership

    Bill Plovanic's questions to Artivion Inc (AORT) leadership • Q2 2025

    Question

    Bill Plovanic of Canaccord Genuity inquired about the progress of the AMDS launch, asking for updates on hospital onboarding metrics, the impact of cross-selling on other products, and the status of the BioGlue launch in China.

    Answer

    CFO Lance Berry stated that while specific non-financial metrics for the AMDS launch would not be provided quarterly, the pipeline of interested hospitals is growing. CEO J. Patrick Mackin clarified that the total addressable market includes about 1,000 centers and highlighted a significant, positive cross-selling effect, with surgeons adopting the On-X valve after attending AMDS training. He also confirmed the BioGlue launch in China is on track for the second half of 2025.

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    Bill Plovanic's questions to Insulet Corp (PODD) leadership

    Bill Plovanic's questions to Insulet Corp (PODD) leadership • Q2 2025

    Question

    Bill Plovanic asked about the significant operating margin leverage seen in the quarter, particularly from SG&A, and questioned if there has been a change in the company's reinvestment strategy.

    Answer

    Ashley McEvoy, Director, President & CEO, affirmed that the company's core strategies remain intact. She outlined four key areas for continued investment: accelerating innovation, driving market development with clinical evidence, enhancing commercial excellence and demand generation, and building global supply chain scale to maintain a cost advantage.

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    Bill Plovanic's questions to Insulet Corp (PODD) leadership • Q2 2025

    Question

    Bill Plovanic from Canaccord Genuity asked about the significant operating margin leverage seen in the quarter, particularly in SG&A, and whether CEO Ashley McEvoy's investment strategy has changed since she joined.

    Answer

    President and CEO Ashley McEvoy affirmed that the company's core strategies are intact and that the strong leverage is a result of execution, not a change in investment plans. She outlined four key areas for continued investment: accelerating innovation, market development, enhancing commercial capabilities, and building global supply chain scale, indicating a commitment to reinvesting for growth.

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    Bill Plovanic's questions to Insulet Corp (PODD) leadership • Q1 2025

    Question

    Speaking on behalf of Bill Plovanic, an analyst asked if Insulet has seen any benefits from Abbott's partnership with Epic RO and requested details on how that integration appears to prescribers.

    Answer

    Chief Product and Customer Experience Officer Eric Benjamin stated that he was not familiar with the specific details of Abbott's partnership with Epic and how it manifests in clinical workflows.

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    Bill Plovanic's questions to Tandem Diabetes Care Inc (TNDM) leadership

    Bill Plovanic's questions to Tandem Diabetes Care Inc (TNDM) leadership • Q2 2025

    Question

    Bill Plovanic from Canaccord Genuity asked for details on new patient numbers, questioning if U.S. renewals were lower than expected and requesting color on the U.S. renewal rate and the OUS renewal mix.

    Answer

    EVP, CFO & Treasurer Leigh Vosseller clarified that U.S. renewals grew by double digits and represented over half of shipments, a trend expected to continue. She noted that new starts grew sequentially, with MDI conversions outpacing competitive conversions, which faced headwinds. The competitive conversion opportunity is smaller this year than in the past.

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    Bill Plovanic's questions to Neuronetics Inc (STIM) leadership

    Bill Plovanic's questions to Neuronetics Inc (STIM) leadership • Q2 2025

    Question

    Bill Plovanic of Canaccord Genuity inquired about the dynamics behind the slower growth in the traditional NeuroStar system business compared to the strong performance of the integrated Green Brook clinics. He also asked about the long-term impact of the new physician referral strategy on marketing spend, the potential value of resubmitted insurance claims, and the company's approach to optimizing the SPRAVATO buy-and-bill model.

    Answer

    President and CEO Keith Sullivan explained that the company is shifting its NeuroStar marketing strategy to a 'provider connection program,' mirroring Green Brook's successful referral model. While this caused a temporary slowdown, it is expected to be more efficient long-term. EVP and CFO Steven Pfanstiel added that regarding claims, the company is improving collection times on new claims while also working through aged accounts receivable. For SPRAVATO, he clarified the focus is on ensuring the buy-and-bill model is profitable on a per-treatment dollar basis before expanding it further.

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    Bill Plovanic's questions to iRhythm Technologies Inc (IRTC) leadership

    Bill Plovanic's questions to iRhythm Technologies Inc (IRTC) leadership • Q2 2025

    Question

    Bill Plovanic of Canaccord Genuity Group Inc. sought clarification on the FDA process, asking if the company has completed all responses and is now just awaiting a final inspection, and confirming that the Zio MCT 510(k) submission would proceed in parallel.

    Answer

    President and CEO Quentin Blackford confirmed the Zio MCT submission will run in parallel with the warning letter resolution. He clarified that while all formal responses to the FDA have been submitted, he does not view the issue as 'in the rearview mirror,' as the company has adopted a new, more rigorous quality system. He stated they are now awaiting an FDA inspection to formally close out the warning letter and will conduct their own third-party audit in the second half of the year.

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    Bill Plovanic's questions to Dexcom Inc (DXCM) leadership

    Bill Plovanic's questions to Dexcom Inc (DXCM) leadership • Q2 2025

    Question

    Bill Plovanic of Canaccord Genuity asked about the market opportunity in pregnancy, including gestational diabetes, inquiring about current penetration, the impact of recent clinical data, and the size of the addressable market.

    Answer

    President & COO Jacob Leach noted that penetration is still early in a large market where 1 in 10 U.S. pregnancies is affected by gestational diabetes. He highlighted recent G7 product updates tailored for this population and stated that the compelling clinical data on improved birth outcomes now needs to be supported by driving awareness, prescription ease, and reimbursement.

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    Bill Plovanic's questions to Penumbra Inc (PEN) leadership

    Bill Plovanic's questions to Penumbra Inc (PEN) leadership • Q2 2025

    Question

    Bill Plovanic of Canaccord Genuity asked about the drivers of the upside in International and Embolization & Access, including China's contribution, and sought more detail on the FDA process for Thunderbolt.

    Answer

    CEO Adam Elsesser attributed international strength to a multi-year rebuilding effort and new product launches. He confirmed a small, non-material order from China. Regarding Thunderbolt, he maintained that it is an active and expected process with the FDA and declined to provide further specifics on the interactions.

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