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    Josh Jennings • TD Cowen

    Josh Jennings's questions to Mediwound Ltd (MDWD) leadership

    Josh Jennings's questions to Mediwound Ltd (MDWD) leadership • Q2 2025

    Question

    Josh Jennings of TD Cowen inquired about the pipeline for future EscharEx publications, the status of the head-to-head trial against Santyl, details of the BARDA-funded U.S. manufacturing facility, and the implications of BARDA's recent RFP for enzymatic debridement products.

    Answer

    CEO Ofer Gonen confirmed that more publications focusing on diabetic foot ulcers are forthcoming to build interest among key opinion leaders. He stated the head-to-head trial is on track to begin in 2025. Regarding the U.S. facility, Gonen explained that BARDA is fully funding the planning phase, with discussions on full facility funding to follow. He also noted that Vericel is leading the response to the new BARDA RFP, with MediWound providing full support.

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    Josh Jennings's questions to Humacyte Inc (HUMA) leadership

    Josh Jennings's questions to Humacyte Inc (HUMA) leadership • Q2 2025

    Question

    Josh Jennings from TD Cowen asked about the strategy for building real-world evidence, the commercial plan for military and VA hospitals following the ECAT listing, and the enrollment and analysis timelines for the V012 AV access trial.

    Answer

    CEO Laura Niklason and CCO BJ Scheessele addressed the questions. Niklason confirmed a post-approval patient registry is being developed with the FDA. Scheessele added that published data and positive real-world use will counter detractor noise. Regarding the military channel, he described a near-term strategy of penetrating individual target hospitals via ECAT, with a longer-term goal of securing bulk procurement contracts. Niklason detailed the V012 trial timeline, targeting full enrollment by year-end, with a key interim analysis of 80 patients scheduled for April 2026, which could support a supplemental BLA filing later that year.

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    Josh Jennings's questions to Outset Medical Inc (OM) leadership

    Josh Jennings's questions to Outset Medical Inc (OM) leadership • Q2 2025

    Question

    Josh Jennings of TD Cowen asked for more detail on the penetration and go-forward opportunity within the enterprise/IDN channel. He also requested a roadmap for the home hemodialysis market and a comparison of its future growth trajectory versus the acute care channel.

    Answer

    Chair and CEO Leslie Trigg stated that despite recent successes, Outset is still in the "low double digits" of market penetration in the acute and subacute markets, indicating a large runway. For the home market, she outlined goals of maintaining high patient retention and deepening partnerships with MDOs. She clarified that the acute/post-acute segment is expected to remain the primary growth driver, constituting 80-85% of revenue.

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    Josh Jennings's questions to Procept Biorobotics Corp (PRCT) leadership

    Josh Jennings's questions to Procept Biorobotics Corp (PRCT) leadership • Q2 2025

    Question

    An analyst on behalf of Josh Jennings of TD Cowen asked about customer reception of the new Hydros system and inquired about the current size and future expansion plans for the capital sales team.

    Answer

    EVP & CFO Kevin Waters described customer receptivity to Hydros as "fantastic," while President & CEO Reza Zadno reiterated its value propositions of simpler setup and AI assistance. Kevin Waters added that the company feels good about the current size of its capital sales team (around 40 quota-carrying reps) and will continue to add reps strategically heading into 2026.

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    Josh Jennings's questions to Establishment Labs Holdings Inc (ESTA) leadership

    Josh Jennings's questions to Establishment Labs Holdings Inc (ESTA) leadership • Q4 2024

    Question

    Josh Jennings asked for details on the steps required to finalize the U.S. and China regulatory pathways for the Mia and Preserve portfolios. He also inquired about the company's confidence in its previously stated long-range plan to achieve $500 million in revenue.

    Answer

    CEO Juan Jose Quiros outlined a 'super cycle of innovation,' explaining that the process involves registering tools for Preserve and securing approval for the Ergonomix2 platform for Mia, with launches expected in 2026-2028. He affirmed confidence in the $500 million revenue goal, emphasizing the new focus on achieving it profitably, supported by U.S. growth and rising gross margins.

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    Josh Jennings's questions to Alphatec Holdings Inc (ATEC) leadership

    Josh Jennings's questions to Alphatec Holdings Inc (ATEC) leadership • Q3 2024

    Question

    An associate for Josh Jennings asked about the conversion rate for the 200+ surgeon trainings and what the company can do to improve that rate.

    Answer

    Executive Patrick Miles explained that while interest is high, there isn't a single predictable conversion algorithm, as each surgeon has a different comfort level and process for adopting new techniques. He stated the company focuses on improving yield by ensuring the right surgeons are invited, sales structures are in place, and hospital access is secured, thereby aligning all necessary factors for successful adoption.

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