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Colin Clark

Research Analyst at Stifel Financial Corp.

New York, NY, US

Colin Clark is an Associate Vice President and Healthcare Equity Research Analyst at Stifel Financial Corp., specializing in coverage of healthcare sector companies such as Inogen Inc. He is recognized for his analytical research in the healthcare space, providing investment insights on listed firms within this sector. Clark began his career in equity research and joined Stifel Financial Corp. prior to 2025, building a reputation for in-depth industry analysis and stock coverage. He holds FINRA registration and maintains the necessary securities licenses to serve as a registered representative, supporting his professional credibility and regulatory compliance.

Colin Clark's questions to Inogen (INGN) leadership

Question · Q1 2025

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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Question · Q4 2024

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 (DXCM) leadership

Question · Q1 2025

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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