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    Lilia-Celine Lozada • JPMorgan Chase & Co.

    Lilia-Celine Lozada's questions to Treace Medical Concepts Inc (TMCI) leadership

    Lilia-Celine Lozada's questions to Treace Medical Concepts Inc (TMCI) leadership • Q2 2025

    Question

    Lilia-Celine Lozada asked about current trends in the foot and ankle market, given peer commentary on softness, and questioned the visibility and confidence in the significant Q4 revenue ramp.

    Answer

    CFO Mark Hair stated that Q2 performed as expected and growth remains back-half weighted. He affirmed confidence in the full-year guidance, explaining that any delayed procedures typically compress into Q4. He highlighted that the full launch of the expanded product portfolio provides more opportunities to capture this volume, projecting ~10% growth in Q3 followed by a further step-up in Q4.

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    Lilia-Celine Lozada's questions to Treace Medical Concepts Inc (TMCI) leadership • Q1 2025

    Question

    Lilia-Celine Lozada of JPMorgan Chase & Co. asked for clarification on the Q2 sales cadence, which implies results below consensus, and questioned the expected contribution from core Lapiplasty versus new products, including any potential cannibalization.

    Answer

    Mark Hair, Chief Financial Officer, confirmed the Q2 growth outlook would be similar to Q2 2024, with a slight revenue shift from Q2 to Q4 to align with new product availability and seasonal demand. John Treace, Chief Executive Officer, added that some procedure deferrals play into their favor with the expanded portfolio launching in H2. Regarding product mix, Hair noted it's too early for a specific breakout, while Treace stated he expects minimal cannibalization as new systems target surgeons who already prefer osteotomies, thus filling a portfolio gap.

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    Lilia-Celine Lozada's questions to Treace Medical Concepts Inc (TMCI) leadership • Q4 2024

    Question

    Lilia-Celine Lozada of JPMorgan Chase & Co. inquired about the drivers of P&L leverage for 2025 and how the company is balancing profitability with investments for new product growth. She also asked for early feedback on new products, competitive dynamics, and whether surgeons who trialed competing products were returning to Treace.

    Answer

    CFO Mark Hair explained that significant leverage is being realized because the company is no longer aggressively expanding its direct sales force, leading to natural leverage in sales and marketing without hindering growth. CEO John Treace reported that early feedback on the new products is 'very positive' and noted that competitive noise from mid-2024 had subsided in Q4, with many surgeons who had experimented with other products returning to Lapiplasty for the busy season.

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    Lilia-Celine Lozada's questions to Insulet Corp (PODD) leadership

    Lilia-Celine Lozada's questions to Insulet Corp (PODD) leadership • Q2 2025

    Question

    Lilia-Celine Lozada of JPMorgan Chase & Co. inquired about the primary drivers behind the revenue upside in both U.S. and international markets and the current trends in new patient growth across geographies.

    Answer

    President and CEO Ashley McEvoy attributed the strong performance to Insulet's successful strategy, highlighting leadership in Type 1 diabetes, first-mover advantage in Type 2, and accelerating international growth. McEvoy noted that strong adoption of Omnipod 5, supported by positive clinical data and new sensor integrations (G7/iOS), drove U.S. results. International growth was led by strong Omnipod 5 launches in the UK, France, and Germany.

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    Lilia-Celine Lozada's questions to Insulet Corp (PODD) leadership • Q2 2025

    Question

    Lilia-Celine Lozada inquired about the primary drivers behind the strong revenue performance in both the U.S. and international markets, and the prevailing trends in new patient growth across these geographies.

    Answer

    Ashley McEvoy, Director, President & CEO, attributed the success to strong execution of their strategy, including leading in Type 1 diabetes, pioneering the Type 2 market, and accelerating international growth. She highlighted that record new customer starts were driven by Omnipod 5's compelling clinical outcomes, new sensor integrations like G7 with iOS, and strong commercial execution in key international markets such as the UK, France, and Germany.

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    Lilia-Celine Lozada's questions to Integra Lifesciences Holdings Corp (IART) leadership

    Lilia-Celine Lozada's questions to Integra Lifesciences Holdings Corp (IART) leadership • Q2 2025

    Question

    Lilia-Celine Lozada from JPMorgan, on for Robbie Marcus, questioned the drivers behind the lower full-year organic revenue guidance despite better visibility on supply, and asked for details on the Q2 gross margin softness and full-year outlook.

    Answer

    EVP & CFO Lea Daniels Knight explained the organic guidance adjustment reflects the refined $100 million ship hold impact, a $25-30 million reduction in market demand expectations (driven by private label and ENT softness), and a slightly slower market recapture ramp. Regarding gross margin, she attributed the Q2 softness primarily to manufacturing variances from overhead inefficiencies related to ship holds, projecting full-year gross margins to be down about 300 basis points vs. 2024, offset by disciplined OpEx management.

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    Lilia-Celine Lozada's questions to AtriCure Inc (ATRC) leadership

    Lilia-Celine Lozada's questions to AtriCure Inc (ATRC) leadership • Q1 2025

    Question

    Lilia-Celine Lozada asked about the drivers behind the international MIS sales decline and the expected growth trajectory for the international open ablation business following the EnCompass launch.

    Answer

    CEO Michael H. Carrel and CFO Angela Wirick clarified the international MIS decline was isolated to legacy products in specific countries, while the core Convergent procedure revenue grew 27% internationally. Wirick added that the company is optimistic the EnCompass clamp will replicate its U.S. success internationally, viewing it as a long-term growth driver that is still in its 'early innings' of rollout in Europe.

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    Lilia-Celine Lozada's questions to AtriCure Inc (ATRC) leadership • Q4 2024

    Question

    Lilia-Celine Lozada of JPMorgan Chase & Co. inquired about the growth drivers for the EnCompass open ablation business and the competitive dynamics with Pulsed Field Ablation (PFA) in Europe and the U.S.

    Answer

    CEO Michael H. Carrel explained that EnCompass growth is now driven by net new users in the coronary bypass market, not legacy conversions. He also noted that the initial PFA pressure in Europe has subsided, leading to renewed growth for AtriCure's Convergent procedure, and he anticipates a similar trend will emerge in the U.S. after 2025.

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    Lilia-Celine Lozada's questions to AtriCure Inc (ATRC) leadership • Q3 2024

    Question

    Lilia-Celine Lozada inquired about the impact of Pulsed Field Ablation (PFA) on AtriCure's MIS ablation and clip businesses, asking if current pressures are the new normal and how this is reflected in guidance. She also sought details on the new PFA partnership, including the partner's identity and potential launch timelines.

    Answer

    CEO Michael H. Carrel characterized the current market pressure from PFA as the 'new normal' for the remainder of the year but anticipates that the larger patient funnel created by PFA will drive more procedures to AtriCure's therapies in 2025. CFO Angela Wirick noted that strong Q4 2023 results for the U.S. Hybrid business were considered in the guidance. Regarding the partnership, Mr. Carrel confirmed significant development progress but stated it was too early to disclose the partner's name or specific timelines.

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    Lilia-Celine Lozada's questions to Bioventus Inc (BVS) leadership

    Lilia-Celine Lozada's questions to Bioventus Inc (BVS) leadership • Q4 2024

    Question

    Lilia-Celine Lozada, on behalf of Robbie Marcus, asked about the outlook for the Bone Graft Substitutes (BGS) business and the confidence in the Exogen franchise maintaining its growth trajectory.

    Answer

    President and CEO Robert Claypoole expressed high confidence in the BGS business, stating that after overcoming prior supply challenges, the company is ramping up the onboarding of new distributors and seeing increased productivity from existing ones, positioning it for double-digit growth in the second half of 2025. Regarding Exogen, he attributed its turnaround from five years of decline to renewed strategic focus and investment, and expects to drive sustained low-to-mid-single-digit growth, aiming for the upper end of that range.

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    Lilia-Celine Lozada's questions to Rxsight Inc (RXST) leadership

    Lilia-Celine Lozada's questions to Rxsight Inc (RXST) leadership • Q4 2024

    Question

    Lilia-Celine Lozada inquired about the sustainability of Light Adjustable Lens (LAL) utilization growth in 2025, particularly beyond the early adopter phase, and how utilization trends differ between mature and newer accounts.

    Answer

    CFO Shelley Thunen explained that LAL utilization per Light Delivery Device (LDD) is an output metric that can fluctuate quarterly but has consistently grown within every historical cohort of LDD installations. She noted that newer cohorts ramp faster and there is no visible ceiling on utilization growth. CEO Dr. Ron Kurtz added that the primary company focus is on driving absolute LAL procedure volume, both by placing more LDDs and increasing adoption within existing practices.

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    Lilia-Celine Lozada's questions to Rxsight Inc (RXST) leadership • Q3 2024

    Question

    Lilia-Celine Lozada of JPMorgan Chase & Co. inquired about the demand for capital equipment, specifically RxSight's ability to grow its Light Delivery Device (LDD) placements in new and existing practices. She also asked about the quantifiable impact of recent hurricanes on Q3 results and the forecast for Q4.

    Answer

    CEO Dr. Ron Kurtz stated that strong Q2 and Q3 results demonstrate success in LDD placements, driven by strong clinical results and a quick ROI of about six months for practices. He confirmed that existing customers are adding LDD units to new locations. CFO Shelley Thunen addressed the hurricane impact, noting that while it's hard to quantify, surgery days were lost in key markets like Florida, but employee and customer safety was the priority.

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    Lilia-Celine Lozada's questions to iRhythm Technologies Inc (IRTC) leadership

    Lilia-Celine Lozada's questions to iRhythm Technologies Inc (IRTC) leadership • Q4 2024

    Question

    Lilia-Celine Lozada asked for color on how the strong momentum from the end of 2024 has carried into the first quarter of 2025 and what early trends the company has observed.

    Answer

    CEO Quentin Blackford confirmed that momentum is building, noting that growth accelerated each quarter in 2024. He mentioned that a new innovative channel partner's contribution was significant in Q4 but has been slower in early Q1, though it's expected to ramp up again. He added that Zio AT performance remains promising, but the company is waiting to confirm the durability of market share gains before adjusting its guidance.

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    Lilia-Celine Lozada's questions to CeriBell Inc (CBLL) leadership

    Lilia-Celine Lozada's questions to CeriBell Inc (CBLL) leadership • Q3 2024

    Question

    Lilia-Celine Lozada asked about the primary growth levers for Q4 and 2025, questioning the priority between penetrating existing accounts versus acquiring new ones, and sought details on the VA approval's timeline and expected revenue contribution.

    Answer

    CFO Scott Blumberg identified new account acquisition and increased utilization as the two main growth levers, noting utilization is key for short-term growth while new accounts drive long-term expansion. He clarified the VA approval is a 'license to hunt' that expands the TAM to 6,000 facilities but is not expected to impact near-term revenue.

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