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    Gianluca Tucci • Haywood Securities

    Gianluca Tucci's questions to Healwell Al Inc (HWAIF) leadership

    Gianluca Tucci's questions to Healwell Al Inc (HWAIF) leadership • Q1 2025

    Question

    Gianluca Tucci from Haywood Securities inquired about the expected sales cycle for cross-selling AI solutions into the Orion Health customer base and the anticipated impact of the Orion acquisition on the company's gross margin profile.

    Answer

    Executive Alexander Dobranowski explained that since Orion's public sector customers are already seeking more advanced capabilities, the sales cycle is expected to be shorter, focusing on upselling to existing relationships. CFO Anthony Lam stated that Orion has a similar margin profile to Healwell's existing business and anticipates consolidated gross margins will remain similar to the current level of around 46%.

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    Gianluca Tucci's questions to Healwell Al Inc (HWAIF) leadership • Q4 2024

    Question

    Gianluca Tucci inquired about the growth potential within Healwell's existing pharmaceutical customer base, the expected organic revenue synergies from the Orion Health acquisition, and the combined entity's future gross margin profile.

    Answer

    CEO Dr. Alexander Dobranowski explained that the strategy with pharma partners is to deliver on initial contracts to build credibility and secure larger subsequent deals. He noted that key synergies with Orion Health will involve embedding Healwell's AI technologies into Orion's global platform to enhance its offerings. CFO Anthony Lam added that he expects the combined company's gross margin to be in the 50% range for 2025.

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    Gianluca Tucci's questions to Healwell Al Inc (HWAIF) leadership • Q3 2024

    Question

    Gianluca Tucci asked about early AI cross-selling initiatives across Healwell's business units, any key milestones to watch for, and the company's long-term recurring revenue potential.

    Answer

    CEO Alexander Dobranowski confirmed that cross-pollination is already occurring, such as integrating Pentavere's AI into Intrahealth and using patient ID capabilities to support BioPharma. He stated that the company is starting to see a shift from non-recurring project payments to subscription-based models with life sciences partners, which represents a significant long-term growth opportunity.

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