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    Kallum Lewis TitchmarshMorgan Stanley

    Kallum Lewis Titchmarsh's questions to SI-BONE Inc (SIBN) leadership

    Kallum Lewis Titchmarsh's questions to SI-BONE Inc (SIBN) leadership • Q4 2024

    Question

    Kallum Lewis Titchmarsh asked if SI-BONE could benefit from sales force disruption at competitors, how the company plans to achieve its rep productivity targets, and requested any new details on the ongoing DOJ investigation.

    Answer

    CEO Laura Francis confirmed that industry disruption presents an opportunity to hire top talent and detailed that rep productivity gains to over $2 million will come from a combination of direct reps, junior rep promotions, and the hybrid agent model. Regarding the DOJ inquiry, she stated there are no material updates, reiterated cooperation, and noted the government's focus appears to be on field-based education events and physician remuneration.

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