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    Jim Sidoti • Sidoti & Company, LLC

    Jim Sidoti's questions to RadNet Inc (RDNT) leadership

    Jim Sidoti's questions to RadNet Inc (RDNT) leadership • Q2 2025

    Question

    Jim Sidoti of Sidoti & Company, LLC asked what percentage of centers are currently using the DeepHealth OS, the expected timeline for full implementation, the overall same-center volume increase for the quarter, and whether the iCAD sales force has been retained post-acquisition.

    Answer

    Chairman, President & CEO Dr. Howard Berger clarified that no center is using the full DeepHealth OS yet; instead, modules are being deployed individually, with a full rollout estimated to take 15-18 months. EVP & CFO Mark Stolper provided a blended same-center procedure volume increase of approximately 2.7%, but emphasized focusing on the 6.6% growth in higher-value advanced imaging. Both executives confirmed the iCAD sales team has come on board and they anticipate retaining them.

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    Jim Sidoti's questions to Varex Imaging Corp (VREX) leadership

    Jim Sidoti's questions to Varex Imaging Corp (VREX) leadership • Q3 2025

    Question

    Jim Sidoti of Sidoti & Company, LLC asked about the financial impact of fulfilling delayed China orders, the sales outlook for China in Q4, the involvement of medical OEMs in photon counting development, and the company's future debt reduction strategy.

    Answer

    CEO Sunny Sanyal confirmed that fulfilling the China orders did not result in higher-than-normal expenses. CFO Shubham Maheshwari described demand in China as stable but did not provide specific regional guidance. Sanyal clarified that the major photon counting projects are with medical OEMs. Maheshwari explained the plan is to build cash reserves for a refinancing event in approximately two years, targeting a gross debt level between $300 million and $350 million.

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    Jim Sidoti's questions to Anika Therapeutics Inc (ANIK) leadership

    Jim Sidoti's questions to Anika Therapeutics Inc (ANIK) leadership • Q2 2025

    Question

    Jim Sidoti of Sidoti & Company, LLC asked about the long-term gross margin outlook as the commercial channel grows, the potential timing of a CINGAL distribution deal, whether the current cash balance represents a low point, and if manufacturing capacity will be sufficient by year-end to meet future demand.

    Answer

    EVP, CFO & COO Steve Griffin stated that while the commercial channel has a lower margin, new higher-margin products like Integrity should be an offset, keeping margins in a similar range to the 2H 2025 forecast. President & CEO Dr. Cheryl Blanchard noted that the timing of any CINGAL deal would be driven by maximizing shareholder value. Mr. Griffin explained that while operating cash flow is improving, CapEx investments in the Massachusetts facility could lead to a lower cash balance. He confirmed that capacity investment is ongoing to meet future demand for all key products.

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