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    Felipe Lamar • Truist Securities

    Felipe Lamar's questions to Treace Medical Concepts Inc (TMCI) leadership

    Felipe Lamar's questions to Treace Medical Concepts Inc (TMCI) leadership • Q2 2025

    Question

    Felipe Lamar asked for an update on the elective procedure environment, specifically regarding any changes in patient appetite for foot and ankle surgery and how typical seasonality is trending.

    Answer

    CFO Mark Hair reiterated that Q4 remains the seasonally strongest quarter due to patient deductibles and time off, with no change to this pattern expected. He explained that any scheduling shifts from earlier in the year tend to push procedures into Q4, which is a historical trend. He emphasized that this year, the company is better positioned to capture this volume with its newly expanded suite of bunion products.

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    Felipe Lamar's questions to Tandem Diabetes Care Inc (TNDM) leadership

    Felipe Lamar's questions to Tandem Diabetes Care Inc (TNDM) leadership • Q2 2025

    Question

    Felipe Lamar of Truist Securities, on for Richard Newitter, questioned the decision to start with a limited launch for the Type 2 diabetes opportunity, given its large size and Tandem's early-mover advantage.

    Answer

    President & CEO John Sheridan explained that the pilot was crucial to understand the market and 'get it right from the beginning' to avoid missteps. He noted that pilot territories have already shown better Type 2 adoption. Based on these positive learnings, the company is now significantly expanding its Type 2 commercial efforts to new territories and will continue that expansion through the rest of the year.

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    Felipe Lamar's questions to SI-BONE Inc (SIBN) leadership

    Felipe Lamar's questions to SI-BONE Inc (SIBN) leadership • Q2 2025

    Question

    Felipe Lamar, on for Richard Newitter at Truist Securities, asked for a reminder of the factors that will impact gross margin in 2026, noting that Street models anticipate some compression.

    Answer

    CFO Anshul Maheshwari reiterated that while he would not provide specific 2026 guidance, the company expects gross margins to settle in the 76%-77% range over the medium term. He explained this is due to a balance between savings from ongoing efficiency initiatives and the offsetting costs of launching new products, which are initially subscale and have higher associated costs for surgical capacity.

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    Felipe Lamar's questions to Vericel Corp (VCEL) leadership

    Felipe Lamar's questions to Vericel Corp (VCEL) leadership • Q4 2024

    Question

    Felipe Lamar inquired about the 2025 goals for training additional physicians on MACI Arthro and its potential revenue impact. He also asked for clarity on the expected growth cadence for Epicel in 2025, given its historical variability.

    Answer

    CEO Dominick Colangelo noted strong progress in surgeon training (from 150 to 250) and expects to train a meaningful number more, but stated significant upside from MACI Arthro is not yet in the guidance. CFO Joe Mara explained the high single-digit growth guidance for Epicel is a conservative start, primarily driven by price, and acknowledged that quarterly lumpiness is likely to persist.

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