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    ilya zubkov • Freedom Broker

    Ilya Zubkov is a Senior Equity Research Analyst at Freedom Capital Markets, specializing in equity coverage across a range of growth-oriented companies. He has issued influential reports on firms such as Owlet, for which he recently initiated coverage with a Buy rating and an $11 price target, reflecting his rigorous analytical approach. Zubkov's recommendations have yielded a 19.0% average return and a 33.33% success rate, positioning him as a notable performer in his field. With an extensive research background, he holds recognized industry credentials and continues to lead coverage in consumer technology and health sectors.

    ilya zubkov's questions to Viemed Healthcare Inc (VMD) leadership

    ilya zubkov's questions to Viemed Healthcare Inc (VMD) leadership • Q2 2025

    Question

    Ilya Zubkov from Freedom Broker asked about the specific factors contributing to the significant growth in the sleep therapy patient count and sought clarification on the drivers behind the sequential revenue decline in the staffing business.

    Answer

    COO & Director Todd Zehnder attributed the sleep therapy growth to an expanded sales effort, operational efficiencies, and a potential indirect positive effect from GLP-1 drugs increasing patient health awareness. CFO Trae Fitzgerald added that a lag in converting new PAP patients to the resupply program signals strong future growth. CEO & Director Casey Hoyt explained the staffing slowdown resulted from softened labor demand from state agencies but noted optimism for the second half of the year based on new contracts.

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    ilya zubkov's questions to Viemed Healthcare Inc (VMD) leadership • Q3 2024

    Question

    Ilya Zubkov of Freedom Broker asked about the drivers behind the expanding EBITDA margin and its sustainability, as well as the progress, expected timeline, and CapEx impact of the recalled ventilator replacement program.

    Answer

    Executive Todd Zehnder explained that while margins typically strengthen through the year, the expansion also reflects efficiencies from scale, evidenced by SG&A declining as a percentage of revenue. Regarding the ventilator program, he stated that while gross CapEx is high, net CapEx is historically low due to proceeds from selling vents back to Philips. He expects this high level of activity to continue well into the next year, with the final timeline dependent on decisions from Philips and regulatory agencies.

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    ilya zubkov's questions to Viemed Healthcare Inc (VMD) leadership • Q2 2024

    Question

    Ilya Zubkov of Freedom Broker asked for details on the growth drivers for equipment and supply sales, particularly the contribution from the sleep resupply program, and questioned if the significant ramp-up in service revenue is subject to seasonality.

    Answer

    COO Todd Zehnder clarified that the growth in equipment and supply sales is primarily driven by the expanding sleep resupply program, which has zero associated CapEx and is expected to continue growing as the patient base increases. Regarding service revenue, he stated there is no significant seasonality and that growth is attributable to the company's Healthcare Staffing division securing new contracts, with continued growth expected in the coming quarters.

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    ilya zubkov's questions to Gohealth Inc (GOCO) leadership

    ilya zubkov's questions to Gohealth Inc (GOCO) leadership • Q2 2025

    Question

    Ilya Zubkov from Freedom Broker inquired about the key factors behind the decline in non-agency revenue and the potential impact of the regulatory environment on the upcoming AEP.

    Answer

    CEO Vijay Kotte attributed the lower non-agency revenue to a health plan mix shift, as the most competitive plans during the quarter were predominantly on an agency basis. Regarding AEP, he expects another disruptive market due to regulatory impacts on health plans, which creates a need for GoHealth's unbiased shopping services, but the full effect depends on health plan investment decisions.

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    ilya zubkov's questions to VolitionRX Ltd (VNRX) leadership

    ilya zubkov's questions to VolitionRX Ltd (VNRX) leadership • Q1 2025

    Question

    Ilya Zubkov inquired about the sustainability of the low operating expenses observed in the quarter and asked for an update on the feline cancer test's progress toward its milestone payment.

    Answer

    CEO Cameron Reynolds and CFO Terig Hughes confirmed the lower operating expense level is sustainable and a key focus for 2025, driven by a lean licensing model and tight cost controls. Regarding the feline test, Reynolds, with clarification from Executive Louise Batchelor Day, stated that the critical pre-analytics work is complete with a paper accepted for publication, and the project is now advancing to the clinical data stage.

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    ilya zubkov's questions to VolitionRX Ltd (VNRX) leadership • Q4 2024

    Question

    Ilya Zubkov asked for clarification on the drivers of Q4 sales volatility and the 2025 outlook, and also inquired about the company's approach to managing risks associated with securing new financing.

    Answer

    CFO Terig Hughes explained that Q4 sales volatility, or 'lumpiness,' was due to large customers buying in batches as they first came online, but noted overall vet test sales doubled year-over-year. He stated that automation in central labs and larger deals in the Discover pillar are key drivers for 2025. CEO Cameron Reynolds added that costs are down and the primary focus is on signing human licensing deals. Regarding financing, Hughes emphasized that reduced cash burn, ongoing non-dilutive funding from Wallonia, and a focus on licensing deals mitigate timing risks.

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    ilya zubkov's questions to VolitionRX Ltd (VNRX) leadership • Q3 2024

    Question

    Ilya Zubkov of Freedom Broker asked for clarification on the 2025 cash neutrality goal, questioning if each business segment would need to be individually self-sufficient, and also inquired about the potential for further reductions in operating expenses.

    Answer

    CFO Terig Hughes explained that the goal is for each pillar (Vet, Discover, NETs, Oncology) to support itself, with licensing agreements being critical to achieving cash flow neutrality, which may differ from P&L neutrality due to accounting rules. President and Group CEO Cameron Reynolds added that while the Vet and Discover segments could become cash-flow positive from sales, the NETs and Oncology segments rely on licensing deals. Regarding expenses, Hughes anticipates further modest decreases and a continued focus on cost control.

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    ilya zubkov's questions to VolitionRX Ltd (VNRX) leadership • Q2 2024

    Question

    ilya zubkov from Freedom Broker asked how the recently raised capital aligns with the company's previously stated strategy of having each project pillar become self-funding.

    Answer

    President and CEO Cameron Reynolds affirmed the strategy remains unchanged, with the goal for each pillar (Vet, NETs, Cancer) to be self-funding through revenue, milestone payments, and grants. He explained the recent fundraise was a strategic move to ensure the company has sufficient runway to finalize and release critical data and secure major licensing deals. CFO Terig Hughes added that the combination of ramping vet revenue, new human licensing deals, cost reductions, and government funding is the path to achieving their goal of being cash flow positive in 2025.

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