Sign in

    Justin Lin

    Research Analyst at William Blair

    Justin Lin is an Equity Research Analyst at William Blair, specializing in the coverage of healthcare and life sciences companies with a particular focus on firms such as Dentsply and Neogen. He has distinguished himself through timely market insights and high-quality research, partnering on analyses that have impacted investor sentiment, notably commenting on management changes and earnings at covered firms. Lin began his analyst career with a strong foundation in financial analysis before joining William Blair, and he has consistently contributed to earnings commentary and sector updates. He maintains relevant securities licenses and professional credentials in line with industry standards, marking him as an informed and reliable voice in analyst coverage.

    Justin Lin's questions to FNA leadership

    Justin Lin's questions to FNA leadership • Q1 2024

    Question

    Asked about long-term profitability levers beyond scale and about the sales rep hiring plans for 2024, questioning if recent investments mean more hires than previously expected.

    Answer

    Long-term profitability will come from leveraging past G&A investments and finding efficiencies in selling and marketing, while R&D spend will remain consistent as a percentage of revenue. The company does not provide specific hiring targets but focuses on the 'producing rep count' and confirmed there is significant room for sales force expansion.

    Ask Fintool Equity Research AI

    Justin Lin's questions to FNA leadership • Q4 2023

    Question

    Asked about end-market strength and patient backlogs for 2024, and about the commercial strategy regarding rep deployment and future geographic expansion.

    Answer

    The company sees buoyant end markets with steady demand rather than a backlog bolus. A potential tailwind is increased OR availability. Their commercial strategy involves gaining share in established international markets while expanding into new large markets like Germany, Italy, and soon Japan, focusing on winning in each market they enter.

    Ask Fintool Equity Research AI

    Justin Lin's questions to NVRO leadership

    Justin Lin's questions to NVRO leadership • Q1 2024

    Question

    Asked about the timing of HFX iQ availability for Android users and for qualitative color on the performance of the PDN business.

    Answer

    Nevro recently launched a solution for patients with Android phones, which involves providing them with a locked iPhone to use the app, ensuring data consistency for the AI algorithm. The PDN business performed in line with expectations, remains a strong part of the business, and continues to have a large, underpenetrated market opportunity.

    Ask Fintool Equity Research AI

    Justin Lin's questions to PDCO leadership

    Justin Lin's questions to PDCO leadership • Q3 2024

    Question

    Asked about pricing headwinds for intraoral scanners and the reasons for the flat performance in the Dental value-added services category.

    Answer

    The company is seeing stabilization in intraoral scanner pricing headwinds. The flat performance in value-added services was attributed to normal quarter-to-quarter fluctuations, and they still expect long-term growth in this category.

    Ask Fintool Equity Research AI