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    John Hester • Bell Potter Securities

    John Hester is a Senior Healthcare Equities Analyst at Bell Potter Securities based in Sydney, specializing in small and mid-cap healthcare, biotechnology, and select industrial stocks. He covers companies such as Clarity Pharmaceuticals and Integrated Diagnostics, known for detailed research into their revenue drivers and market outlooks, having maintained positive ratings and demonstrating sector expertise, though specific quantitative performance metrics are not publicly cited. Hester has over a decade of experience, previously leading healthcare sector coverage at LINWAR Securities and Select Equities, and gained significant industry knowledge during his tenure at Primary Healthcare. He is recognized for his deep network within the healthcare sector and is widely regarded for his industry insights and research acumen, though formal credentials like FINRA or specific licensing are not publicly disclosed.

    John Hester's questions to Telix Pharmaceuticals Ltd (TLX) leadership

    John Hester's questions to Telix Pharmaceuticals Ltd (TLX) leadership • H1 2025

    Question

    John Hester of Bell Potter Securities asked about PSMA pricing, inquiring if management was concerned about competitive pricing pressure spreading and requesting an update on the pricing environment in the current quarter.

    Answer

    Group CEO Christian Behrenbruch stated that the company is not worried about pricing pressure because its lifecycle management strategy, including the introduction of Gozelix with a new reimbursement code, is designed to address it. He emphasized that Telix competes on innovation, clinical value, and a differentiated reimbursement profile across its portfolio, not just on price.

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    John Hester's questions to AVITA Medical Inc (RCEL) leadership

    John Hester's questions to AVITA Medical Inc (RCEL) leadership • Q3 2024

    Question

    John Hester of Bell Potter asked for details on the post-market study for Cohealyx, including its primary endpoints, and questioned if RECELL GO Mini would be appropriate for outpatient use.

    Answer

    CEO Jim Corbett stated the Cohealyx study aims to prove faster 'time to graft-ready' and 'time to close' versus competitors, which translates to shorter hospital stays and lower costs. He also confirmed that RECELL GO Mini is designed for and will be targeted at the outpatient setting to improve the company's competitive profile there.

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    John Hester's questions to Mesoblast Ltd (MESO) leadership

    John Hester's questions to Mesoblast Ltd (MESO) leadership • Q4 2023

    Question

    Requested clarification on the strategy to provide additional potency data to the FDA to link the current product to the one used in the pediatric trial, and asked about any fundamental changes between the two product versions.

    Answer

    The company confirmed its plan to provide more potency data to show the current inventory is substantially the same as the product from the Phase 3 trial, addressing the FDA's main concern in the Complete Response Letter (CRL). It was clarified that there were no changes to the manufacturing process or the product itself; the task is to demonstrate consistency via the potency assay.

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