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    Brian Vasquez • William Blair

    Brandon Vazquez, CFA, serves as an analyst at William Blair covering the medical technology industry with specific expertise in animal health and dental companies. He provides research and projections on firms such as Trupanion, Inc., offering detailed earnings estimates and industry outlooks for these markets. Having joined William Blair in 2018, Vazquez previously held roles as an associate at Canaccord Genuity, where he also covered medical technology, and as an investor relations analyst at The Ruth Group. He holds a B.B.A. in finance and an M.S. in investor relations from Fordham University and is a CFA charterholder.

    Brian Vasquez's questions to Tactile Systems Technology Inc (TCMD) leadership

    Brian Vasquez's questions to Tactile Systems Technology Inc (TCMD) leadership • Q2 2025

    Question

    An analyst from William Blair asked for details on the updated guidance, specifically why the lymphedema forecast was lowered while the airway clearance outlook was raised. He also sought more information on the positive developments regarding reimbursement under the 'unique characteristic requirements' that increased management's confidence.

    Answer

    CEO Sheri Dodd attributed the strong airway clearance performance to successful execution of partnerships with top respiratory DMEs and increased demand from clinical education. For lymphedema, she reiterated that the slower revenue growth is a result of a product mix shift, with the lower-priced Nimble device growing faster than the advanced Flexitouch system. Regarding reimbursement, Dodd and CFO Elaine Birkemeyer explained that the NCD policy pivot now provides a clearer path for patients with 'unique characteristics' (e.g., edema in the chest, trunk, or head) to receive an advanced pump directly, which aligns well with Tactile's product portfolio.

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