Sign in

    George Ulybyshev • Clarus Securities

    George Ulybyshev's questions to Healwell Al Inc (HWAIF) leadership

    George Ulybyshev's questions to Healwell Al Inc (HWAIF) leadership • Q1 2025

    Question

    George Ulybyshev from Clarus Securities questioned the sustainability of the Q1 adjusted EBITDA run rate (excluding Orion), the potential impact of U.S. drug pricing policies, and how management plans to balance organic growth, M&A, and margin optimization.

    Answer

    CFO Anthony Lam noted Q1 adjusted EBITDA benefited from transitional items and reiterated the focus is on full-year positivity with Orion included. Executive Alexander Dobranowski stated the company's strategy is anchored on improving patient care, which drives enterprise value, rather than reacting to specific policies. Both executives emphasized that integration is the primary focus, followed by organic growth, with M&A remaining a core part of their capital allocation strategy.

    Ask Fintool Equity Research AI

    George Ulybyshev's questions to Healwell Al Inc (HWAIF) leadership • Q4 2024

    Question

    George Ulybyshev asked for the expected EBITDA margin in the current year, factoring in cost optimizations and the Orion acquisition, and for the percentage of AI contracts that are now structured as recurring revenue.

    Answer

    CEO Dr. Alexander Dobranowski projected that the company would be EBITDA positive for the year, with margins in the single-digit percentage range. He also stated that nearly 25% of the company's relationships with pharmaceutical partners are now on a subscription-based model, primarily driven by the Pentavere division.

    Ask Fintool Equity Research AI

    George Ulybyshev's questions to Healwell Al Inc (HWAIF) leadership • Q3 2024

    Question

    George Ulybyshev asked for details on the expansion into later-stage clinical trials, including timelines and expected margins, and whether the division's growth forecast includes this plan. He also inquired about the integration status with WELL's Circle Medical in the U.S.

    Answer

    CEO Alexander Dobranowski described the expansion into late-stage trials via the WELL Health network as a multi-year, multi-billion dollar opportunity. He highlighted the integration of BioPharma (early-stage) and CPO (late-stage) to create a full-spectrum CRO. CFO Anthony Lam confirmed the division's 20-30% organic growth forecast includes this expansion. Dobranowski also confirmed they are actively working on the Circle Medical integration.

    Ask Fintool Equity Research AI