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    Jeffrey Cohen

    Research Analyst at Ladenburg Thalmann

    Jeffrey Cohen is the Director of Research and Managing Director at Ladenburg Thalmann, specializing in equity research coverage of medical technology and healthcare services, with a particular focus on companies in the cardiology, vascular, orthopedics, and diabetes segments. He currently covers 59 healthcare sector stocks, and while his overall analyst rating on TipRanks includes a 36% success rate and an average return of -0.1% per rating, he has achieved standout returns such as an 800% gain on Asensus Surgical Inc. Cohen began his career trading fixed income and equity derivatives at firms like Cantor Fitzgerald before transitioning to healthcare equity research roles at C.K. Cooper & Company and Jesup & Lamont, joining Ladenburg Thalmann in 2011 and advancing to Director of Research in 2024. He holds a B.S.E. from the University of Pennsylvania and an M.B.A. from the University of Miami, with additional teaching experience at Lynn University.

    Jeffrey Cohen's questions to NEUROONE MEDICAL TECHNOLOGIES (NMTC) leadership

    Jeffrey Cohen's questions to NEUROONE MEDICAL TECHNOLOGIES (NMTC) leadership • Q3 2025

    Question

    The analyst asked about the development status of the drug delivery platform, the market opportunity for trigeminal ablation, the product design for spinal cord stimulation (SCS), and the financial outlook for Q4 and fiscal 2026.

    Answer

    The company stated that the drug delivery platform is currently in bench and animal testing phases. The trigeminal ablation market targets about 150,000 US patients and will be commercialized through existing neurosurgeon relationships. The SCS product for lower back pain will have multiple SKUs and is a stimulation, not ablation, device. Management reiterated fiscal 2025 guidance but did not provide a forecast for 2026, citing confidence based on their contract with Zimmer Biomet.

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    Jeffrey Cohen's questions to STRATA Skin Sciences (SSKN) leadership

    Jeffrey Cohen's questions to STRATA Skin Sciences (SSKN) leadership • Q2 2025

    Question

    Asked for guidance on the international business for the second half of the year and for detailed information about the ongoing lawsuit against LaserOptik, including potential damages, costs, and the number of competitor units placed.

    Answer

    The company expects the second half's international business to be similar to the prior year but cautions that tariffs create significant uncertainty. Regarding the lawsuit, damages are estimated in the eight-digit range due to LaserOptik's false advertising and misleading claims. Most legal expenses are in the past, but the case will be extended slightly by the addition of new defendants. The exact number of competitor units placed is unknown due to legal tactics by the defendant.

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    Jeffrey Cohen's questions to Legacy Education (LGCY) leadership

    Jeffrey Cohen's questions to Legacy Education (LGCY) leadership • Q3 2025

    Question

    Asked for clarification on Q4 guidance considering historical trends, details about the EMT program rollout, whether the company offers neurology programs, and the status of M&A activity.

    Answer

    Management explained that Q4 would likely see typical seasonality due to student starts being pulled into Q3. They detailed the current status and expansion plans for the EMT program, confirmed no current neurology offerings, and reiterated they would provide updates on M&A when appropriate.

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    Jeffrey Cohen's questions to CareCloud (CCLD) leadership

    Jeffrey Cohen's questions to CareCloud (CCLD) leadership • Q4 2024

    Question

    Asked for details on the company's user base and its expansion, and for clarification on whether the 2025 guidance includes M&A and how customer attrition/addition is factored in.

    Answer

    The user base is geographically and specialty-diversified, with growth opportunities in upselling digital health, RCM, and AI solutions. The 2025 guidance is based on organic growth and small tuck-ins, not material M&A, and accounts for natural customer attrition which must be replaced before net growth is achieved.

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    Jeffrey Cohen's questions to DYNATRONICS (DYNT) leadership

    Jeffrey Cohen's questions to DYNATRONICS (DYNT) leadership • Q4 2023

    Question

    Inquired about the terms of the new line of credit, the outlook for customer channels and shifts in fiscal 2024, expected revenue seasonality, and margin expectations for the upcoming year.

    Answer

    The company explained the line of credit is a $7.5M asset-based facility with an interest rate around 11%. The customer base and channels are expected to remain consistent. Revenue seasonality should follow historical patterns, with Q1 and Q4 being stronger. While SG&A is guided to be lower (29-33% of sales), the company is not providing gross margin guidance at this time due to recent operational changes and revenue disruptions.

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    Jeffrey Cohen's questions to INTERPACE BIOSCIENCES (IDXG) leadership

    Jeffrey Cohen's questions to INTERPACE BIOSCIENCES (IDXG) leadership • Q2 2020

    Question

    Jeffrey Cohen of Ladenburg Thalmann inquired about the outlook for gross margins for the remainder of 2020 and into 2021, the company's facility footprint post-consolidation, any expected revenue from COVID-19 testing, and the anticipated business mix between clinical and pharma services.

    Answer

    Executive Jack Stover explained that gross margins are expected to improve due to the consolidation of pharma services labs from Rutherford, NJ, to a single, lower-cost facility in North Carolina, which will reduce fixed overhead. He also noted potential price increases for ThyraMIR and ongoing cost reductions. Regarding the business mix, CFO Fred Knechtel stated that while pharma services represented 55% of revenue in Q2, they expect the mix to return to the historical 60% diagnostics and 40% pharma as the clinical business recovers. Stover added that they do not anticipate significant revenue from COVID-19 testing in the back half of the year.

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    Jeffrey Cohen's questions to INTERPACE BIOSCIENCES (IDXG) leadership • Q1 2020

    Question

    Jeffrey Cohen of Ladenburg Thalmann inquired about the operating expense outlook for Q2 and the remainder of the year, its correlation with gross margins, current trends in test origination and patient visits, and sought clarification on the $2.1 million Medicare advance payment.

    Answer

    CFO Fred Knechtel detailed the OpEx reduction plan, noting Q1's expense was $9.2M, down from $9.5M in Q4 2019. He projected a further 10% reduction in Q3, with costs managed closely based on volume. President and CEO Jack Stover added that while business is recovering, there is a 30-60 day lag in impact, and they are cautiously optimistic. Stover and Knechtel clarified the $2.1M Medicare payment was an advance on future billings based on past volume, intended to offset pandemic-related cash flow decreases, and was included in the reported cash balance.

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    Jeffrey Cohen's questions to INTERPACE BIOSCIENCES (IDXG) leadership • Q4 2019

    Question

    Jeffrey Cohen of Ladenburg Thalmann inquired about the reconciliation of the $3.5 million and $5.2 million receivable reserves, clarification on cash and availability figures, the amount of the planned PPP loan application, and broader commentary on margin outlook and April volume trends.

    Answer

    Executive Jack Stover and CFO Fred Knechtel clarified the accounting for the receivable reserves under ASC 606, explaining they relate to prior period billings and any future collections will be recognized as 2020 revenue. They detailed that the cash and availability figure includes cash on hand plus borrowing capacity under their credit facility. They confirmed a $3.5 million PPP loan application. Regarding margins, they noted the diagnostics business runs at over 50% gross margin while the newer pharma business is in the low 30s with significant upside potential. They also observed encouraging signs of volume recovery in April after a March decline.

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    Jeffrey Cohen's questions to TENAX THERAPEUTICS (TENX) leadership

    Jeffrey Cohen's questions to TENAX THERAPEUTICS (TENX) leadership • Q3 2016

    Question

    Jeffrey Cohen of Ladenburg Thalmann inquired about the projected timeline for the NDA filing and commercial launch, the final patient enrollment target for the LEVO-CTS trial, and the expected financial modeling for 2017, including R&D/G&A split and milestone payments. He also asked for clarification on the updated cardiac surgery market size and sought retrospective insights into the failed LeoPARDS sepsis trial.

    Answer

    CEO John Kelley projected a commercial launch in the first half of 2018, confirmed the target enrollment is 880 patients, and sourced the market size data to the Society of Thoracic Surgeons. CFO Michael Jebsen detailed a more even G&A/R&D split for 2017, a $2 million milestone payment to Orion upon US approval under G&A, and an estimated Canadian approval nine months post-US. Kelley also analyzed the LeoPARDS trial, suggesting it failed due to the wrong patient population (potentially hypotensive) and a high dosing regimen.

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    Jeffrey Cohen's questions to TENAX THERAPEUTICS (TENX) leadership • Q2 2016

    Question

    Jeffrey Cohen of Ladenburg Thalmann inquired about the LEVO-CTS trial, specifically why some randomized patients didn't receive the drug. He also sought clarification on the 2016 R&D expense forecast and asked about the potential structure of a North American commercial organization for levosimendan.

    Answer

    CEO John Kelley explained that patients might not receive the study drug due to changes in clinical status or withdrawn consent post-randomization. CFO Michael Jebsen confirmed the full-year 2016 R&D forecast is now $13M-$13.5M, reflecting an additional $2.5M for expanded trial enrollment. Kelley also outlined a potential 70-75 person commercial team to target key hospitals in the U.S. and noted that a direct approach in Canada is being considered.

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    Jeffrey Cohen's questions to TENAX THERAPEUTICS (TENX) leadership • Q1 2016

    Question

    Jeffrey Cohen of Ladenburg Thalmann & Co., Inc. asked about the rationale for extending the LEVO-CTS trial, the concentration of top recruiting sites, the mathematical benefit of forgoing a statistical penalty, the projected R&D spending curve for 2016, and potential business development activities.

    Answer

    CEO John Kelley explained that the LEVO-CTS trial is being extended by about a month to over-enroll and compensate for patients with incomplete data, costing an additional $0.5 million. He detailed top recruiting sites like Tacoma and Cleveland Clinic and noted that forgoing the second interim analysis provides a minor statistical benefit but was primarily driven by the rapid enrollment pace. Kelley also confirmed the company is evaluating other drug opportunities. CFO Michael Jebsen added that the accelerated enrollment will front-load R&D expenses into the first half of 2016, with costs tapering off in Q3 and Q4.

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    Jeffrey Cohen's questions to Sintx Technologies (SINT) leadership

    Jeffrey Cohen's questions to Sintx Technologies (SINT) leadership • Q1 2016

    Question

    Jeffrey Cohen of Ladenburg Thalmann inquired about several key areas: the specifics of the FDA's request for further data on the cervical fusion device, projections for the Q2 balance sheet, details on the company's new 3D printing capabilities for silicon nitride, clarification on a geographically weak sales region, and specifics on the new metal screw fixation system planned for launch.

    Answer

    Chairman and CEO Dr. Sonny Bal explained that the FDA's questions pertained to subgroup statistical analysis at earlier time points for the cervical level study, not the final 24-month endpoint, and expressed confidence in the upcoming submission. CFO Ty Lombardi projected that by the end of Q2, cash would be around $5 million and debt near $12 million. Dr. Bal also detailed their success with Robocasting for 3D printing silicon nitride. Regarding sales, management acknowledged a weak geography but noted a new individual is in place to stabilize it. They also described the upcoming pedicle screw system, highlighting its modular, cannulated design for a limited launch late in the year.

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