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    George Ulybyshev

    Research Analyst at Clarus Securities Inc.

    George Ulybyshev is Vice President, Growth & Innovation at Clarus Securities Inc., specializing in equity research and capital markets with a focus on emerging growth companies in the resource and innovation sectors. He actively covers companies such as TDG Gold, Thesis Gold, Asante Gold, and NevGold, and tracks performance metrics with a 16.67% success rate and a 0.21-star analyst ranking according to TipRanks. Ulybyshev joined Clarus Securities as Vice President after holding positions in equity research and capital markets, developing his expertise in project financing and resource development. He holds relevant securities licenses in Canada and maintains active client engagement through investment banking and research mandates for innovative and resource-driven firms.

    George Ulybyshev's questions to Healwell AI (HWAIF) leadership

    George Ulybyshev's questions to Healwell AI (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.

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    George Ulybyshev's questions to Healwell AI (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.

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

    Question

    George Ulybyshev asked about the targeted EBITDA margin for the current year, including cost savings and the Orion acquisition, and inquired about the percentage of AI contracts now structured as recurring revenue and which subsidiaries are driving this shift.

    Answer

    CEO Dr. Alexander Dobranowski stated that the company expects to generate positive EBITDA for the year, with margins in the single-digit percentage range. He also revealed that nearly 25% of the company's pharma relationships are now on a subscription basis, a model largely driven by Pentavere, with Khure Health also beginning to adopt it.

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

    Question

    Asked about the targeted EBITDA margins for the year including Orion and cost savings, and the current mix of subscription-based versus one-time revenue in the AI contracts with life sciences partners.

    Answer

    The company expects to be EBITDA positive for the year, with margins in the single-digit percentage range. Nearly 25% of its pharma relationships are now on a recurring subscription model, primarily driven by the Pentavere division, with Khure Health also experimenting with the model.

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    George Ulybyshev's questions to Healwell AI (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.

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

    Question

    George Ulybyshev asked for details on the plan to expand into later-stage clinical trials using WELL Health's clinic locations, including timelines and expected margins. He also questioned if the division's growth guidance includes this expansion and asked for an update on the AI integration with WELL's Circle Medical.

    Answer

    CEO Dr. Alexander Dobranowski described the expansion into late-stage trials within WELL's footprint as an 'enormous' and 'multiyear effort.' He confirmed the integration of BioPharma (early-stage) and CPO (late-stage) to create a full-spectrum offering. CFO Anthony Lam affirmed that the 20-30% organic growth forecast for the clinical research segment already factors in this expansion. Dr. Dobranowski also confirmed they are actively working on the Circle Medical integration.

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

    Question

    George Ulybyshev asked if the Q1 adjusted EBITDA loss represents a sustainable run rate, excluding Orion. He also inquired about the potential impact of U.S. drug pricing policies on partnerships with pharma companies. Finally, he asked how management plans to balance and prioritize organic growth, M&A, and margin optimization in the near term.

    Answer

    CFO Anthony Lam indicated that while Q1 EBITDA was better than expected due to some transitional items, the key takeaway is that the company will be adjusted EBITDA positive for the full year with Orion included. Executive Alexander Dobranowski deferred commenting on specific political policies, stating the company's focus is anchored on supporting physicians and optimizing patient care, which in turn drives value for enterprise customers. He and Lam both emphasized that the primary near-term focus is on the integration of Orion to unlock value and synergies, which will set the foundation for future organic growth, while M&A remains part of the company's DNA for disciplined capital allocation.

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