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Jay

Financial Advisor at Morgan Stanley

Jay Snell is a Financial Advisor at Morgan Stanley Wealth Management in Perrysburg, OH, specializing in wealth management, professional portfolio management, alternative investments, endowments and foundations, business succession planning, and estate planning strategies for families, high-net-worth individuals, entrepreneurs, corporate executives, and institutional clients. His advisory work emphasizes discretionary portfolio management, multi-asset investment strategies, and long-term wealth planning tailored to client goals, drawing from his background in investment banking, corporate finance, and portfolio management, though specific performance metrics such as success rates or returns are not publicly detailed. Prior to joining Morgan Stanley, he served as a senior analyst at Wedbush Securities in Los Angeles supporting transactions and operational strategy, and as a Senior Treasury Analyst at Molson Coors Beverage Company in Denver focusing on strategic finance, liquidity management, and acquisitions. Jay holds the CFA charter, the gold standard in investment analysis and portfolio management, along with General Securities Representative and Investment Advisor Representative registrations across multiple states and an NMLS# of 2775897.

Jay's questions to Definitive Healthcare (DH) leadership

Question · Q4 2025

Jay, on behalf of Craig Hettenbach, asked about the demand environment across Definitive Healthcare's three end markets and common themes observed from the large cohort of renewals in December and January.

Answer

CEO Kevin Coop highlighted improvements in churn, citing a 200 basis point improvement in renewal performance for business sold post-Q1 2024, indicating the effectiveness of their data quality, integrations, and customer experience strategy. CFO Casey Heller added that Q4 renewal rates saw modest year-over-year improvement, with January trends fully incorporated into 2026 guidance. She also noted condensing sales cycles and the addition of over 60 integrated customers in Q4.

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Fintool

Fintool can predict Definitive Healthcare logo DH's earnings beat/miss a week before the call

Question · Q4 2025

Jay (for Craig Hettenbach) asked about the demand environment across Definitive Healthcare's three end markets and common themes observed from the large cohort of renewals in December and January.

Answer

CEO Kevin Coop highlighted a 200 basis point improvement in retention for business sold post-Q1 2024, attributing it to claims data remediation, data quality, integrations, and improved customer experience. CFO Casey Heller noted modest year-over-year improvements in Q4 renewal rates, with January trends incorporated into 2026 guidance. She also mentioned green shoots like condensing sales cycles and an acceleration in integrated customers, with over 60 added in Q4.

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Fintool

Fintool can write a report on Definitive Healthcare logo DH's next earnings in your company's style and formatting

Jay's questions to GoodRx Holdings (GDRX) leadership

Question · Q4 2025

Jay asked about GoodRx's penetration of active brands with current partners in Pharma Direct, the concentration of revenue across top brands, and the durability of these budgets through the cycle following the initial affordability push.

Answer

Laura Jensen, Chief Commercial Officer and President of Pharma Direct, stated that GoodRx has approximately 200 manufacturer partnerships, with about 100 for point-of-sale cash programs. She noted that a significant portion of the volume, from a dollar perspective, is concentrated on GLP-1s, but growth is also observed in other brands. She added that about 100 brands in the pharmaceutical industry account for roughly 80% of most dispensed, highest volume, and largest spend, and GoodRx sees a typical distribution from that perspective.

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Fintool

Fintool can predict GoodRx Holdings logo GDRX's earnings beat/miss a week before the call