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    John Pinney

    Vice President and research analyst at Canaccord Genuity Group Inc.

    John Pinney is a Vice President and research analyst at Canaccord Genuity Group Inc., specializing in healthcare services and technology, with a focus on public companies actively engaged in the health analytics and health IT sector. He covers leading names such as Health Catalyst and participates in earnings calls and sector M&A analysis, contributing sector insights and transaction commentary. Pinney joined Canaccord Genuity in the early 2020s, and his background includes financial analysis roles supporting institutional clients, though no major prior firms are publicly listed in his history. He holds FINRA registration with Canaccord Genuity LLC and maintains securities industry licenses, reflecting established professional credentials for investment research leadership.

    John Pinney's questions to CLOVER HEALTH INVESTMENTS, CORP. /DE (CLOV) leadership

    John Pinney's questions to CLOVER HEALTH INVESTMENTS, CORP. /DE (CLOV) leadership • Q2 2025

    Question

    John Pinney from Canaccord Genuity asked if the elevated cost trends in the BER were localized to newer member cohorts or specific geographies. He also inquired about the competitive landscape for the upcoming AEP and how competitors are positioning for 2026.

    Answer

    CFO Peter Kuipers clarified that member cohorts are performing as expected and the Part D and supplemental cost pressures are broad-based, not specific to new members. CEO Andrew Toy addressed the competitive landscape, noting that national players are pulling back from wide-network PPO plans, which is Clover's area of strength. He expressed confidence that this positions them well for the upcoming growth season, a sentiment echoed by Peter Kuipers, who highlighted the financial tailwind from their upcoming 4-star payment year.

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    John Pinney's questions to Quipt Home Medical (QIPT) leadership

    John Pinney's questions to Quipt Home Medical (QIPT) leadership • Q2 2025

    Question

    John Pinney questioned the company's cash flow generation, the timeline for resolving the Philips recall-related CapEx overspend, the attribution of the revenue decline across different factors, and the sustainability of the quarter's lower cost of inventory sold.

    Answer

    CFO Hardik Mehta explained that cash flow was affected by timing on CapEx and vendor financing programs. He noted the Philips recall creates a working capital drag that should stabilize over the next few quarters. While declining to break down the revenue drop, he pointed to historical seasonal patterns for context. Mehta also stated that the cost of goods sold normalized in Q2 and the year-to-date figure is consistent with prior periods.

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    John Pinney's questions to AdaptHealth (AHCO) leadership

    John Pinney's questions to AdaptHealth (AHCO) leadership • Q1 2025

    Question

    John Pinney from Canaccord Genuity, on for Richard Close, asked for clarification on the divested assets. He inquired what percentage of the previously mentioned $100 million in annualized revenue to be divested is accounted for by the incontinence assets, and whether any other assets are still being considered for sale.

    Answer

    Executive Jason Clemens explained that annualizing the guidance reduction for the incontinence sale implies about $60 million in revenue. He stated that the company is not actively working on other dispositions beyond the incontinence and pending infusion asset sales. He concluded that after these transactions, the company feels it has a strong portfolio with significant organic and inorganic growth opportunities.

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    John Pinney's questions to HEALTHSTREAM (HSTM) leadership

    John Pinney's questions to HEALTHSTREAM (HSTM) leadership • Q4 2024

    Question

    John Pinney of Canaccord Genuity asked about HealthStream's internal use of AI for productivity gains and whether the company is successfully incorporating price escalators into new and renewal contracts.

    Answer

    CEO Robert Frist detailed that HealthStream is exploring AI internally for sales and development, expecting a short-term cost increase for tools before realizing long-term productivity gains. He also confirmed a high success rate (over 95%) in adding price escalators to renewal contracts, which he expects will become a standard practice across all contracts over the next 36 months, providing a new baseline for growth.

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