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    Gabriel Leung • Beacon Securities

    Gabriel Leung's questions to Healwell Al Inc (HWAIF) leadership

    Gabriel Leung's questions to Healwell Al Inc (HWAIF) leadership • Q1 2025

    Question

    Gabriel Leung of Beacon Securities asked for clarification on the CAD 3 million in annualized cost savings, inquiring if any impacted Q1 and if more savings are expected from the Orion integration. He also asked about the primary endpoints for the ongoing proof-of-concepts with Orion.

    Answer

    CFO Anthony Lam explained that a partial impact from the cost savings was felt in Q1, with the majority to be realized in subsequent quarters, and that no specific additional savings from Orion are being announced yet. Executive Alexander Dobranowski clarified that the proof-of-concepts focus on adding Healwell's AI capabilities to help Orion's clients better manage, search, and screen their data for risk stratification.

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    Gabriel Leung's questions to Healwell Al Inc (HWAIF) leadership • Q4 2024

    Question

    Gabriel Leung asked about Orion Health's sales funnel, whether the integrated technology would primarily increase deal sizes or benefit Healwell's AI data set, the company's comfort with leverage for future M&A, and the potential for additional EBITDA synergies from the integration.

    Answer

    CEO Dr. Alexander Dobranowski described Orion's pipeline as robust and stated the integration would benefit both sides by increasing the platform's value and unlocking data insights. He also indicated a focus on reducing leverage rather than taking on more debt for M&A. Both he and CFO Anthony Lam suggested further EBITDA improvement would likely come from revenue synergies rather than cost-cutting.

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    Gabriel Leung's questions to Healwell Al Inc (HWAIF) leadership • Q3 2024

    Question

    Gabriel Leung questioned which categories the signed LOIs fall into, the competitiveness of the M&A environment, and the expected Q4 seasonality for the AI/Data Sciences and Healthcare Software segments.

    Answer

    CEO Alexander Dobranowski stated that M&A opportunities are being pursued in both key categories: AI technology companies and mature operating companies. He noted the current macro environment has created a host of opportunities, making Healwell's position competitive. He expects continued growth in the AI segment from Q3 to Q4 but mentioned potential industry-wide headwinds for the clinical research business.

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