John Park's questions to Doximity Inc (DOCS) leadership • Q2 2025
Question
John Park, on for Craig, asked if management planned to revisit its withdrawn long-term financial targets and what agency partners were saying about the post-election spending environment.
Answer
CFO Anna Bryson stated that the company will not issue new long-term targets in the near term, pending more clarity on the pharma digital market growth rate and the full impact of the client portal. CSO Dr. Nate Gross commented that the post-election outlook is still uncertain but that Doximity's platform is relatively insulated. He noted market stability in pharma ETFs suggests significant risk has not been priced in.