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    Jon Block

    Managing Director at Stifel, Nicolaus & Company, Incorporated

    Jonathan Block is a Managing Director at Stifel, Nicolaus & Company, Incorporated, specializing in healthcare sector research with a focus on medical technology and supplies. He covers major companies such as Inspire Medical Systems, The Beauty Health Company, ResMed, Align Technology, Henry Schein, and IDEXX Laboratories, and has issued over 600 stock ratings with a 49% success rate and an average return of 5.4% per rating, including standout calls like a 325.8% return on Iridex. Block began his career at Banc of America Securities, later held an analyst position at SunTrust Robinson Humphrey, and joined Stifel in 2012, where he is based in New York. He is a graduate of Tulane University and holds relevant securities industry credentials.

    Jon Block's questions to Nyxoah (NYXH) leadership

    Jon Block's questions to Nyxoah (NYXH) leadership • Q2 2025

    Question

    Jon Block of Stifel asked about the key performance indicators Nexeo will track for its GENEO system launch through the end of 2025, and inquired how the company plans to leverage its differentiated product label in its go-to-market strategy.

    Answer

    CFO John Landry stated that Nexeo is tracking leading indicators like the number of trained physicians and value analysis committee (VAC) applications, with more metrics to be shared on future calls. CEO Olivier Talman added that the differentiated label, particularly the data on positional OSA and the lack of a contraindication for complete concentric collapse (CCC), is a significant competitive advantage that will be used to persuade physicians to choose GENEO.

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    Jon Block's questions to Nyxoah (NYXH) leadership • Q2 2024

    Question

    Joe Federico, on behalf of Jon Block, questioned the Q2 revenue result, which was below models, and asked if competitor supply issues in prior quarters had played a role. He also sought clarity on the expected timing of FDA approval (late 2024 vs. early 2025) and the planned size of the initial U.S. sales team.

    Answer

    CEO Olivier Taelman attributed the quarterly revenue variability to the small size of the German market, while noting year-over-year growth remains strong. He downplayed the impact of competitor shortages and expressed confidence in second-half growth, partly driven by the ResMed collaboration. Taelman reiterated confidence in a late 2024 FDA approval based on the 180-day review clock but added a prudent mention of early 2025. He confirmed the initial U.S. launch team would consist of 15 territory managers supported by 15 field engineers and specialists.

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