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    Eugene Mannheimer

    Senior Research Analyst at Freedom Capital Markets

    Eugene Mannheimer is a Senior Research Analyst at Freedom Capital Markets specializing in Healthcare Services, Healthcare Technology, Digital Health, and MedTech. He covers public companies such as Omnicell (NASDAQ: OMCL) and Nutex Health (NASDAQ: NUTX), and has earned top industry recognition including Top Stock Picker in Software by the Wall Street Journal and “Home-Run Hitter” by Institutional Investor for his strong investment performance over nearly two decades. Mannheimer began his Wall Street career in sales and marketing roles at major healthcare IT firms before serving 18 years as a sell-side analyst with Colliers Securities, Topeka Capital Markets, B. Riley, ThinkEquity, Roth, and as Managing Director at ICR Westwicke, joining Freedom Capital Markets in December 2024. He holds professional credentials including FINRA registrations and securities analyst licenses, and is widely respected for his actionable research and expertise in the healthcare sector.

    Eugene Mannheimer's questions to OMNICELL (OMCL) leadership

    Eugene Mannheimer's questions to OMNICELL (OMCL) leadership • Q1 2025

    Question

    Eugene M. Mannheimer asked for clarity on the quarterly cadence of the projected $40 million tariff impact for 2025, questioning if it would be most heavily weighted in Q4. He also inquired if recent XT wins were delayed from the previous quarter and asked for an update on the current demand cycle for XT upgrades.

    Answer

    CFO Nchacha Etta detailed that after a $5 million impact in Q2, the remaining $30-35 million would hit in the second half of the year. Executive Kathleen Nemeth added there could be a bias towards Q4 due to higher revenue. CEO Randall Lipps clarified that the recent customer wins were new, not delayed, and were driven by the strategic appeal of the XT Amplify roadmap.

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    Eugene Mannheimer's questions to OMNICELL (OMCL) leadership • Q4 2024

    Question

    Eugene Mannheimer requested more detail on the Annual Recurring Revenue (ARR) metric, asking if it's broken down by component and how much of the guided amount is expected to convert to revenue in the next 12 months. He also asked about the implementation process for OmniSphere, questioning if it requires running redundant systems.

    Answer

    CFO Nchacha Etta confirmed ARR is composed of SaaS/Expert Services, technical services, and consumables, and that most of the year-end balance should convert to revenue in the following 12 months. CEO Randall Lipps clarified that the OmniSphere implementation is designed for minimal disruption, allowing the new cloud infrastructure to run alongside legacy systems without creating double workloads. Customers can migrate their connected devices when they are ready.

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    Eugene Mannheimer's questions to ICAD (ICAD) leadership

    Eugene Mannheimer's questions to ICAD (ICAD) leadership • Q4 2024

    Question

    Questioned the drivers behind the decline in maintenance ARR, asking if there was any unusual churn, and also inquired about the new partnership with RamSoft.

    Answer

    The company confirmed the decline in maintenance ARR is by design, driven by successful migrations of customers to subscription and cloud offerings, with no unusual churn in the quarter. The RamSoft partnership is a very new reseller agreement, and more details will be shared in the future.

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    Eugene Mannheimer's questions to First Choice Healthcare Solutions (FCHS) leadership

    Eugene Mannheimer's questions to First Choice Healthcare Solutions (FCHS) leadership • Q3 2018

    Question

    Eugene Mannheimer from Dougherty & Company asked for clarification on the company's revenue trajectory for the year, specifically questioning if a previously discussed run rate implied a significant pickup in Q4 surgeries. He also inquired about the current number of revenue-producing surgeons and the specialties of those with outstanding offers.

    Answer

    Chris Romandetti, Chairman, President and CEO, clarified that the company was not issuing specific guidance for Q4 revenue or surgery volume. He reiterated that the goal was to exit 2018 at a run rate that would support 5,000 surgeries for the following year, emphasizing a new focus on profitability over pure volume. He confirmed that any Q4 volume increase would come from existing sites, not new ones. Romandetti stated there are currently 10 surgeons on staff and declined to disclose the specialties of potential new hires for competitive reasons.

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