Ilya Zubkov's questions to VIEMED HEALTHCARE (VMD) leadership • Q2 2025
Question
Ilya Zubkov from Freedom Broker asked about the drivers behind the significant increase in sleep therapy patients and the reasons for the sequential revenue decline in the staffing business.
Answer
COO & Director Todd Zehnder attributed the sleep therapy growth to an expanded sales effort and operational improvements, noting GLP-1s may be a positive tailwind. CFO Trae Fitzgerald added that a lag between new patient setups and their entry into the resupply program points to future growth. Regarding staffing, CEO & Director Casey Hoyt explained the sequential slowdown was due to the timing of state government contracts for behavioral and social services, but noted they are optimistic about new appropriations for the second half of the year.