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    I-Eh Jen

    Managing Director and Healthcare Equity Analyst at Laidlaw & Company

    I-Eh Jen is a Managing Director and Healthcare Equity Analyst at Laidlaw & Company, specializing in biotechnology and pharmaceutical equities. He covers companies such as ICAD Inc and Beyond Air Inc, engaging with management and providing research insights, though public performance metrics or rankings are not broadly available. Jen began his Wall Street career as an associate analyst at Thomas Weisel Partners and Rodman & Renshaw, later serving as Senior Equity Analyst at Maxim Group and Roth Capital Partners before joining Laidlaw in September 2013. He holds a Ph.D. in molecular biology from Cornell Medical School, an MBA from Rutgers University with a concentration in finance, and maintains FINRA Series 7, 63, 86, and 87 licenses.

    I-Eh Jen's questions to ICAD (ICAD) leadership

    I-Eh Jen's questions to ICAD (ICAD) leadership • Q4 2024

    Question

    Asked about future operating expense levels, expectations for ARR growth, the potential adoption impact of version 4.0, and the upgrade path for existing customers.

    Answer

    The company declined to provide guidance on future OpEx or specific ARR growth but stated that cloud momentum should fuel ARR growth. They expect version 4.0 to drive adoption due to key feature improvements that meet radiologist demands. Upgrades to 4.0 are available to existing customers who are current on their maintenance and support agreements.

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    I-Eh Jen's questions to Beyond Air (XAIR) leadership

    I-Eh Jen's questions to Beyond Air (XAIR) leadership • Q4 2024

    Question

    Asked about the expected trend for operating expenses (R&D, SG&A) in fiscal 2025, the expected revenue ramp throughout the year, and the mix of new versus renewal accounts driving growth.

    Answer

    The company plans significant opex reductions, particularly in R&D (>20%). Revenue is expected to be back-half weighted, ramping up quarterly. Growth is primarily driven by signing new hospital accounts, a trend that is accelerating.

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