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    Colin Clark • Stifel Financial Corp.

    Colin Clark's questions to Inogen Inc (INGN) leadership

    Colin Clark's questions to Inogen Inc (INGN) leadership • Q1 2025

    Question

    Colin Clark, on behalf of Matt, inquired about the drivers for the decline in net rental patients and the reasons for the outperformance in rental gross margin.

    Answer

    CFO Mike Bourque attributed the patient decline to a historical mix shift toward lower-reimbursing private payers and an increase in capitated patients, noting these trends are now stabilizing. Bourque also highlighted the first sequential improvement in rental revenue in several quarters. He credited the margin strength to the successful implementation of various cost-improvement initiatives.

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    Colin Clark's questions to Inogen Inc (INGN) leadership • Q4 2024

    Question

    Colin Clark of Stifel inquired about the U.S. commercialization strategy for Yuwell's products, including channel overlap and investment needs. He also asked about the drivers and outlook for the payer mix shift within the rental business.

    Answer

    CEO Kevin Smith confirmed that Yuwell's stationary oxygen concentrators will be sold across all existing channels (rental, B2B, DTC) under the Inogen brand, leveraging the current sales force without requiring additional salespeople. He highlighted the opportunity to bundle products for B2B partners and improve margins in the rental business. Regarding the rental payer mix, Smith explained the shift is driven by more patients moving from traditional Medicare to Medicare Advantage plans, a trend he expects to continue.

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    Colin Clark's questions to Dexcom Inc (DXCM) leadership

    Colin Clark's questions to Dexcom Inc (DXCM) leadership • Q1 2025

    Question

    Colin Clark, on for Matt Blackman at Stifel, asked for commentary on basal adoption in the DME channel, including how penetration is ramping and how Dexcom's market share is trending.

    Answer

    CFO Jereme Sylvain credited the sales force for a record new patient quarter, driven by penetration in all segments, including basal. He reiterated that Dexcom's share in the DME channel stabilized in Q4 2024 and remains stable, consistent with the company's expectations for 2025, and thanked DME partners for their collaboration.

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