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    Jakub Mlejnek

    Director and Equity Research Analyst at Oppenheimer & Co. Inc.

    Jakub Mlejnek is a Director and Equity Research Analyst at Oppenheimer & Co. Inc., specializing in European Real Estate and Financials. He covers a range of major listed companies such as Vonovia, LEG Immobilien, Unibail-Rodamco-Westfield, and Land Securities, providing investment insights that have contributed to notable outperformance in his sector coverage, including improving the visibility of European REITs to U.S. investors. Mlejnek began his equity research career at Societe Generale and also held roles at ABN AMRO and Empiric Research prior to joining Oppenheimer in 2020, bringing with him over a decade of analytical experience. He is FINRA registered with a Series 7 and 63 license and has been recognized for his in-depth sector analysis and strong relationships with institutional clients.

    Jakub Mlejnek's questions to ARTIVION (AORT) leadership

    Jakub Mlejnek's questions to ARTIVION (AORT) leadership • Q2 2025

    Question

    Jakub Mlejnek from Oppenheimer, on for Suraj Kalia, questioned the key drivers behind the expected adjusted EBITDA growth outpacing revenue growth and asked for an outlook on the stability and performance of the On-X business.

    Answer

    CFO Lance Berry attributed the strong EBITDA leverage to both SG&A discipline and gross margin expansion driven by a favorable product mix, particularly from the high-margin AMDS. CEO J. Patrick Mackin detailed multiple growth drivers for On-X, including its unique low INR indication, cross-selling from the AMDS launch, and compelling new clinical data, which are accelerating its growth. Lance Berry added that On-X's strength was a significant factor in the guidance raise.

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