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    Edward Woo • Ascendiant Capital

    Edward Woo's questions to Quantum Computing Inc (QUBT) leadership

    Edward Woo's questions to Quantum Computing Inc (QUBT) leadership • Q1 2025

    Question

    Edward Woo of Ascendiant Capital Markets inquired about potential near-term capacity constraints at the new Tempe foundry and whether the company has considered opening a second facility.

    Answer

    Interim CEO and Chairman Dr. Yuping Huang acknowledged that while constraints are possible, the immediate focus is on customer discovery and validation before an anticipated rapid increase in revenue. He noted that after a period of cost-cutting to fund the foundry, the company is now in a stronger financial position to expand its sales team. Dr. Huang also confirmed that the board has already held discussions regarding a second fab, or 'Fab 2'.

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    Edward Woo's questions to Quantum Computing Inc (QUBT) leadership • Q4 2024

    Question

    Edward Woo of Ascendiant Capital Markets inquired about Quantum Computing, Inc.'s focus on international versus domestic business opportunities and the expected ramp-up schedule for its new foundry business.

    Answer

    CEO William McGann explained that the primary focus for the Dirac-3 machine is currently domestic, though some photonic chip orders are from Europe and Asia. Regarding the foundry, he confirmed a ramp-up period starting in Q2, beginning with proof-of-concept chips as they establish process design kits (PDKs) and scale towards a multi-project wafer platform.

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    Edward Woo's questions to Myomo Inc (MYO) leadership

    Edward Woo's questions to Myomo Inc (MYO) leadership • Q1 2025

    Question

    Edward Woo asked if the company is considering increasing its investment in the German market to accelerate growth, given its strong performance.

    Answer

    CEO Paul Gudonis confirmed that the company is actively investing more in its German operations. He stated they are adding to the local team, increasing social media advertising, and recruiting more O&P clinics to support another year of expected strong growth. He clarified that while they receive inbound interest from other countries, the primary focus remains on the large opportunities in the U.S. and Germany.

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    Edward Woo's questions to Myomo Inc (MYO) leadership • Q4 2024

    Question

    Edward Woo from Ascendiant Capital inquired about the potential risks from tariffs on the company's gross margin and its sales into the German market.

    Answer

    CEO Paul Gudonis stated that a supply chain review indicated minimal risk to gross margins from tariffs, as most components are sourced from the U.S. He noted that while there are currently no tariffs on exports to Germany, the situation is fluid and could potentially impact pricing for their German O&P partners in the future.

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    Edward Woo's questions to Myomo Inc (MYO) leadership • Q3 2024

    Question

    Edward Woo of Ascendiant Capital Markets inquired about the potential for increased operating leverage with the new facility and whether higher volumes could lead to gross margin expansion.

    Answer

    CFO David Henry explained that while the new facility has higher rent, the doubled capacity should drive operating leverage. He noted that gross margins, currently in the mid-70s, may actually decrease as the lower-ASP O&P channel grows. However, he expects this shift to be accretive to the operating margin because the O&P channel requires less incremental operating expense, particularly in advertising and clinical support.

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    Edward Woo's questions to Myomo Inc (MYO) leadership • Q2 2024

    Question

    Edward Woo of Ascendiant Capital inquired about the historical seasonality of Myomo's business and what patterns should be expected for 2025.

    Answer

    CFO David Henry explained that historically, revenue is stronger in the second half of the year. He attributed this to patients meeting their annual insurance deductibles, making decisions easier later in the year. He noted that Q1 is typically the softest quarter, with growth through the rest of the year, though Q4 growth can sometimes flatten due to factors like advertising challenges during election years.

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