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    Ken Theliver

    Research Analyst at Brookline Capital Markets

    Kemp Dolliver is the Director of Research and Senior Analyst at Brookline Capital Markets, specializing in healthcare sector equity research, with a particular focus on emerging markets and radiopharmaceuticals. He covers a range of healthcare companies including BIOX and IceCure Medical, and holds a TipRanks track record with approximately 31% profitable recommendations and an average return per transaction of -6.9%. Dolliver began his career in portfolio management at Aetna and Bank of America before taking sell-side research roles as Managing Director at Cowen Inc., Avondale Partners LLC, and Religare Capital Markets; he later founded Cherrystone Hill Capital Management prior to joining Brookline. He holds a CFA designation, an MBA from the Darden School of Business at the University of Virginia, and a BS in Commerce from the McIntire School of Commerce, and has been recognized four times by The Wall Street Journal for his stock picking performance.

    Ken Theliver's questions to EYEN leadership

    Ken Theliver's questions to EYEN leadership • Q2 2024

    Question

    The analyst inquired about revenue expectations for Mydcombi and Clobetasol, the reason for the negative gross margin, the clinical trial endpoints for the dry eye programs, the Gen 2 device filing timeline, and the company's cash runway.

    Answer

    The company expects to see revenue numbers in Q4 but is not giving guidance yet. The negative gross margin was due to a one-time inventory write-down. The dry eye programs have different trial endpoints and durations. The Gen 2 timeline for a 2026 approval was confirmed. The cash runway extends towards the end of the year, and the company is evaluating options for additional capital.

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