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    Bradley Bowers

    Research Analyst at Mizuho Securities USA LLC

    Bradley Bowers is an Equity Research Senior Associate at Mizuho Securities USA LLC, specializing in equity research across multiple sectors. He has covered companies within the consumer, energy, healthcare, financial institutions, and technology industries, and is ranked as Wall Street Analyst number 5804 on TipRanks, with a 100% 'Buy' rating record on published recommendations. Bowers began his analyst career in 2018 at Merrill Lynch, Pierce, Fenner & Smith, then moved to BofA Securities before joining Mizuho in June 2022. He holds relevant FINRA registrations and securities licenses and earned his undergraduate degree from Boston College in 2017.

    Bradley Bowers's questions to COOPER COMPANIES (COO) leadership

    Bradley Bowers's questions to COOPER COMPANIES (COO) leadership • Q3 2025

    Question

    Bradley Bowers, on for Anthony Petrone at Mizuho Securities, asked for an update on PARAGARD's market share and volume dynamics, particularly with its declining volumes. He also inquired about tailwinds for gross margin and whether future operating margin leverage would come from gross margin improvements or SG&A control.

    Answer

    President and CEO Al White stated that PARAGARD volumes continue to decline, reflecting pressure on the entire IUD market, but this has been offset by pricing. He expects a similar dynamic next year. Regarding margins, he noted that a mix shift toward MyDay and tariff impacts would pressure gross margins. CFO Brian Andrews added that disciplined cost management and efficiency initiatives would drive SG&A leverage to more than offset these headwinds, resulting in operating margin expansion.

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    Bradley Bowers's questions to MIMEDX GROUP (MDXG) leadership

    Bradley Bowers's questions to MIMEDX GROUP (MDXG) leadership • Q4 2024

    Question

    Bradley Bowers, on behalf of Anthony Petrone at Mizuho Securities, asked about the expected business dynamics upon the finalization of the LCDs, including potential stockpiling, and inquired about the path to reducing wasteful spending in the skin substitute market.

    Answer

    CFO Doug Rice confirmed that MiMedx is prepared from an inventory standpoint and has contingency plans for the LCD rollout, though some unknowns remain regarding reimbursement for certain wound types. CEO Joe Capper emphasized that reform is overdue to address what he termed 'wild overspend' in the market, and he believes regulators are motivated to implement the changes to root out fraud, waste, and abuse, making further delays unlikely.

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    Bradley Bowers's questions to MIMEDX GROUP (MDXG) leadership • Q3 2024

    Question

    Speaking for Anthony Petrone, Bradley Bowers questioned the R&D spending trajectory and potential study delays, the drivers behind the long-term adjusted EBITDA margin outlook of over 20%, and the sales force's experience with the new HELIOGEN product launch.

    Answer

    CEO Joseph Capper acknowledged a slight delay in the EPIEFFECT RCT, with spending expected to shift into Q4 and Q1 2025. CFO Douglas Rice added that R&D could increase by 0.5 to 1.5 percentage points of revenue by the end of next year. Regarding margins, both executives explained the business is built to scale, which will drive operating leverage. CEO Capper also noted that HELIOGEN is opening new doors and receiving positive physician feedback, with the main task being to navigate hospital value analysis committees.

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