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    John McAulay • Stifel

    John McAulay's questions to Artivion Inc (AORT) leadership

    John McAulay's questions to Artivion Inc (AORT) leadership • Q2 2025

    Question

    John McAulay from Stifel asked for clarification on the drivers behind the updated full-year guidance and sought insights into the physician adoption dynamics for the newly launched AMDS device.

    Answer

    CFO Lance Berry explained the guidance increase was driven by Q2's underlying strength, which surpassed expectations, and a more favorable currency outlook. CEO J. Patrick Mackin described physician adoption of AMDS as rapid, noting that surgeons appreciate its simple and elegant design which effectively solves the critical clinical problem of malperfusion, allowing for immediate integration into their practices after a brief training.

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    John McAulay's questions to Artivion Inc (AORT) leadership • Q1 2025

    Question

    John McAulay asked for clarity on the AMDS contribution to the strong 19% stent graft growth, the timeline for onboarding the 150 facilities seeking approval, and the expected recovery cadence for the tissue business.

    Answer

    Executive James Mackin stated that while AMDS contributed to the stent graft growth, the company will not break out the specific number. He expressed confidence in onboarding facilities, noting it's a matter of timing with hospital administrative processes. Regarding the tissue business, Mackin reiterated the full-year mid-single-digit growth target, confirming about one-third of the cyber incident backlog was cleared in Q1 with the rest expected to clear by the end of Q3.

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    John McAulay's questions to AtriCure Inc (ATRC) leadership

    John McAulay's questions to AtriCure Inc (ATRC) leadership • Q2 2025

    Question

    John McAulay of Stifel Financial Corp. asked for an update on the next key milestones for the LEAPS, BOX No AF, and PFA clinical programs, and inquired about the future growth rate of SG&A expenses.

    Answer

    President and CEO Michael Carrel detailed the upcoming milestones: patient follow-up for LEAPS, first patient enrollment for BOX No AF later this year, and first-in-human use for the PFA Encompass clamp by year-end. CFO Angela Wirick projected that SG&A growth would remain in the mid-to-upper single-digit range, demonstrating operating leverage by growing slower than revenue.

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    John McAulay's questions to AtriCure Inc (ATRC) leadership • Q1 2025

    Question

    John McAulay requested a deeper analysis of the U.S. MIS ablation business, specifically the company's confidence in it bottoming out, and asked about the long-term sales contribution goal for the AtriClip FLEX-Mini.

    Answer

    CEO Michael H. Carrel expressed confidence in an MIS recovery, citing that clinicians are beginning to see PFA failures and are reconsidering the durable CONVERGE procedure. CFO Angela Wirick stated that the long-term goal for the FLEX-Mini, which already constitutes 15% of U.S. open appendage sales, is to achieve dominant market share within the AtriClip portfolio, similar to the trajectory of previous successful launches.

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    John McAulay's questions to Profound Medical Corp (PROF) leadership

    John McAulay's questions to Profound Medical Corp (PROF) leadership • Q1 2025

    Question

    John McAulay from Stifel sought confirmation on the full-year revenue growth guidance of 70-75% and asked for an update on the buildup and current status of the commercial sales force.

    Answer

    Chief Commercial Officer Thomas Tamberrino reaffirmed the 70-75% revenue growth guidance for 2025, clarifying that the transition to a capital sales model will result in a 'back-end loaded' year. He also confirmed the commercial organization is fully staffed with teams for Health Economics, Market Access, nurse education, direct sales, and market development, stating they are 'right on line with where we want to be.'

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    John McAulay's questions to Profound Medical Corp (PROF) leadership • Q4 2024

    Question

    John McAulay of Stifel asked for the basis of Profound's confidence in its robust growth forecast (70% in 2025, triple-digits in 2026+) following new Medicare reimbursement, and inquired about the sales model shift to capital sales versus recurring revenue.

    Answer

    CEO Arun Menawat cited strong clinical value, favorable hospital economics due to higher reimbursement, and a strong capital sales pipeline as drivers of confidence. Chief Commercial Officer Thomas Tamberrino added that increased patient inquiries post-reimbursement create a winning economic model for all stakeholders. Regarding the sales model, Menawat deferred setting a new installed base target to gain predictability, while Tamberrino explained their 'Profound capital solutions' approach includes direct sales, leases, and cost-per-procedure deals to drive multiple revenue streams: capital, disposables, service, and future software upgrades.

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