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    George Sellers

    Managing Director and Senior Equity Research Analyst at Stephens Inc.

    George Sellers is a Managing Director and Senior Equity Research Analyst at Stephens Inc., specializing in covering the transportation and logistics sectors with a focus on leading companies such as Old Dominion Freight Line, Saia, and XPO Logistics. Sellers is recognized for his accurate investment recommendations and consistently strong performance metrics, including being highly ranked for stock-picking accuracy and delivering above-benchmark returns on institutional platforms. He began his career in equity research over a decade ago, previously working at Raymond James before joining Stephens Inc. in 2015. Sellers holds multiple FINRA securities licenses and is licensed as a Registered Representative, reflecting his commitment to regulatory standards and professional excellence.

    George Sellers's questions to FNA leadership

    George Sellers's questions to FNA leadership • Q2 2024

    Question

    Inquired about the business model for the Smart 28 platform, including how it generates revenue, and asked for quantitative details on the revenue contribution from new products launched in Q1.

    Answer

    The company explained the Smart 28 business model will be similar to its MAVEN system, involving a fee for the pre-operative planning service and intraoperative guides, with expected pull-through of other products. Meaningful revenue contribution is expected in 2025. They declined to provide specific revenue figures for new products for competitive reasons but stated that Q1 launches exceeded expectations.

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    George Sellers's questions to FNA leadership • Q1 2024

    Question

    Asked about the assumed contribution from new products in the 2024 guidance, underlying market and competitive assumptions, the expected cadence of SG&A growth for the rest of the year, and the extent of the delay in achieving EBITDA breakeven.

    Answer

    New products are expected to contribute more meaningfully in the second half of the year. The company is excited about its product pipeline and sales force expansion. SG&A is expected to be leveraged going forward, and the delay to EBITDA breakeven was described as 'slight' and not significant.

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    George Sellers's questions to FNA leadership • Q4 2023

    Question

    Asked for details on the drivers of the strong international growth and for a breakdown of the upcoming 2024 product pipeline between single-use devices and capital equipment.

    Answer

    International growth is fueled by investments in direct/managed models in key markets and expansion into new ones, with a staggered product launch cadence providing continued runway. The 2024 pipeline is balanced across segments with more novel products than line extensions, and upcoming hardware launches will have only modest capital requirements.

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    George Sellers's questions to STAAR SURGICAL (STAA) leadership

    George Sellers's questions to STAAR SURGICAL (STAA) leadership • Q2 2024

    Question

    George Sellers from Stephens Inc. asked for more detail on the drivers of growth within the U.S. 'Highway 93' accounts, such as marketing spend, affordability, or diopter curve movement. He also inquired about growth drivers for U.S. accounts outside of this group.

    Answer

    Executive Thomas G. Frinzi explained that growth in 'Highway 93' accounts is a combination of practice-level marketing, increased surgeon confidence, more competitive pricing, and moving down the diopter curve. For non-Highway 93 accounts, he highlighted their 19% growth as remarkable given the U.S. refractive market was down significantly, attributing it to the appeal of EVO and patient satisfaction.

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