Senior Equity Research Analyst at Jefferies Financial Group Inc.
Brian Tanquilut is a Senior Equity Research Analyst at Jefferies, specializing in healthcare services with a focus on companies including Cardinal Health, Chemed, Surgery Partners, and other major healthcare providers. Covering over 60 healthcare stocks across the US and Canadian markets, he is ranked in the top tier of Wall Street analysts with a success rate ranging from 50% to nearly 59% and historical average returns between 2.3% and 10.75% per rating, including standout calls like a 257% return on Surgery Partners. Tanquilut has built his reputation at Jefferies since at least 2010, having previously developed expertise in healthcare financial analysis and industry research. He holds equity research roles and is registered with relevant securities licensing bodies, underpinning his credibility as a leading voice in healthcare equity coverage.
Brian Tanquelet asked about the remaining runway for further reductions in sales and marketing expenses, both in dollar terms and as a percentage of revenue.
Balaji Gandhi (CFO) highlighted strong productivity in sales and marketing, noting significant dollar investment. He expects sales and marketing expenses to remain at similar levels.
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