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    Macauley Kilbane • William Blair & Company

    Macauley Kilbane's questions to iRhythm Technologies Inc (IRTC) leadership

    Macauley Kilbane's questions to iRhythm Technologies Inc (IRTC) leadership • Q1 2025

    Question

    Macauley Kilbane asked for quantification of the Epic Aura integration's impact beyond workflow efficiencies, such as volume growth or cost reductions in integrated versus non-integrated accounts.

    Answer

    CEO Quentin Blackford stated that while it's early, the integration is meeting expectations for IT and workflow efficiencies. He shared preliminary data from a few accounts showing an average high 20% increase in daily prescribing, with some nearing 40%. However, he emphasized this potential uplift is not yet factored into the company's financial guidance, pending more data.

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    Macauley Kilbane's questions to iRhythm Technologies Inc (IRTC) leadership • Q4 2024

    Question

    Macauley Kilbane inquired about the 2025 revenue guidance, asking what is implied at the high end and what catalysts, such as record account openings and Epic integration, could drive growth closer to 20% given the strong exit rate in 2024.

    Answer

    CFO Daniel Wilson acknowledged the multiple growth levers but highlighted potential 2025 headwinds, including low single-digit pricing pressure and non-recurring benefits in Q4 2024 from a competitor's disruption and a new channel partner. Wilson stated that management wants to ensure these positive trends are sustainable before incorporating them more fully into the guidance.

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    Macauley Kilbane's questions to iRhythm Technologies Inc (IRTC) leadership • Q3 2024

    Question

    Macauley Kilbane of William Blair & Company asked for details on the profile of new accounts being added and whether the recent record adds could drive volume growth above 20% in 2025.

    Answer

    CFO Dan Wilson described the new account profile as consistent, with an increase in large accounts that have longer ramp-up times due to EHR integration, and noted expansion into primary care. Wilson stated the new adds set up 2025 well, but the Zio MCT delay (a ~$10M+ opportunity) must be factored in. CEO Quentin Blackford added that unit volume growth has accelerated each quarter in 2024 and is expected to do so again in Q4.

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    Macauley Kilbane's questions to Penumbra Inc (PEN) leadership

    Macauley Kilbane's questions to Penumbra Inc (PEN) leadership • Q1 2025

    Question

    Macauley Kilbane, for Margaret Kaczor, asked if market access initiatives have streamlined the new product approval process within hospitals, and requested a directional framing of the U.S. arterial business growth relative to other segments.

    Answer

    CEO Adam Elsesser explained that for Thunderbolt, market access is less of an issue due to established relationships in neuro accounts. He noted the vascular commercial team is now appropriately staffed to handle new product rollouts. EVP of Strategy Jason Mills confirmed that the arterial business remains a strength, driven by strong performance from Bolt 7 and Bolt 6X in an underpenetrated market.

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    Macauley Kilbane's questions to Penumbra Inc (PEN) leadership • Q4 2024

    Question

    Macauley Kilbane, on for Margaret Kaczor, asked for more detail on the U.S. thrombectomy guidance, specifically the vascular versus neuro components, given the strong 41% VTE growth. He also inquired about the recent 510(k) update for the RED 72 catheter and the broader catheter pipeline.

    Answer

    CEO Adam Elsesser stated the guidance is holistic and not broken out by segment but expressed confidence in CAVT-driven growth. He attributed the strong VTE performance to the product's superior speed and safety. Regarding RED 72, he confirmed it was an update to improve trackability, part of their continuous innovation cycle, which will be complemented by Thunderbolt upon its clearance.

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    Macauley Kilbane's questions to Penumbra Inc (PEN) leadership • Q3 2024

    Question

    Macauley Kilbane, on for Malgorzata Kaczor Andrew, asked about the potential for guideline changes following recent TCT data and how that impacts long-term thrombectomy adoption and market access. He also inquired if the new Select Plus catheter has driven incremental growth.

    Answer

    CEO Adam Elsesser opined that significant guideline changes in PE are more likely to follow trials against anticoagulation, like Penumbra's STORM study, rather than trials comparing different mechanical devices. He confirmed that the Select Plus catheter has been very well-received, making cases faster and easier, which contributes to the overall positive impression and adoption of the Flash 2.0 system.

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    Macauley Kilbane's questions to CeriBell Inc (CBLL) leadership

    Macauley Kilbane's questions to CeriBell Inc (CBLL) leadership • Q4 2024

    Question

    Macauley Kilbane, on for Margaret Kaczor, asked for an update on the accelerated development of the stroke detection algorithm, including any results and expected 2025 milestones. He also inquired about the hiring pace for Territory Managers (TMs) and the expected TM-to-CAM ratio.

    Answer

    CEO Jane Chao reported that the stroke study has enrolled over 200 patients for data collection and that prototype algorithms are showing encouraging results, with plans to expand enrollment in 2025. CFO Scott Blumberg added that the company ended 2024 with its TM headcount in the high 40s, on track to reach its goal of 55 by mid-2025. He clarified that the Clinical Account Manager (CAM) infrastructure grows in line with the account base and is staffed independently of TMs.

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    Macauley Kilbane's questions to CeriBell Inc (CBLL) leadership • Q3 2024

    Question

    Macauley Kilbane questioned the expected seasonality for new account additions in Q4, referencing historical trends, and requested an update on the enrollment status and data release timing for the delirium and stroke clinical trials.

    Answer

    CFO Scott Blumberg explained that the Q4 slowdown in new account adds is due to a strategic decision to pause launches in late December to ensure quality onboarding. Executive Xingjuan Chao added that while trial enrollment is proceeding, the studies are for algorithm training and will not have a formal data readout upon completion.

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    Macauley Kilbane's questions to Insulet Corp (PODD) leadership

    Macauley Kilbane's questions to Insulet Corp (PODD) leadership • Q4 2024

    Question

    Macauley Kilbane from William Blair, on behalf of Margaret Kaczor Andrew, asked for early feedback on the new Omnipod Discover platform, its utilization trends, and the planned rollout strategy for the year.

    Answer

    President and CEO Jim Hollingshead shared that the limited market release of Omnipod Discover has generated "really terrific response" and high Net Promoter Scores from both physicians and patients. He described it as a cloud-based portal that provides data insights to patients and streamlines workflow for clinicians, facilitating better conversations about therapy management. He stated the platform is expected to drive retention and market share as it rolls out more broadly.

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    Macauley Kilbane's questions to STAAR Surgical Co (STAA) leadership

    Macauley Kilbane's questions to STAAR Surgical Co (STAA) leadership • Q4 2024

    Question

    Macauley Kilbane of William Blair questioned the confidence in the China guidance, noting it excludes any pricing benefit from the upcoming EVO+ launch while facing lower volumes and new competition. He also asked what steps could be taken to improve visibility and ensure the projected second-half recovery is sustainable long-term.

    Answer

    CEO Tom Frinzi expressed confidence based on strong Key Opinion Leader (KOL) relationships and the belief that the market challenges are transitory, not fundamental product or business model issues. He stated that as stimulus takes effect, the business will rebound. CFO Patrick Williams added that excluding potential EVO+ pricing upside from the guidance is a conservative measure, and they will monitor the competitive landscape closely before factoring in any benefits.

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    Macauley Kilbane's questions to Glaukos Corp (GKOS) leadership

    Macauley Kilbane's questions to Glaukos Corp (GKOS) leadership • Q3 2024

    Question

    Macauley Kilbane, on for Margaret Kaczor Andrew, asked how iDose reimbursement has trended since the J-code transition and whether the company is past the most difficult period of potential coverage denials.

    Answer

    President and COO Joseph Gilliam confirmed an expected reset occurred with the J-code transition. He characterized the current MAC landscape as mixed, with two MACs paying efficiently, two nearly there, and three still requiring a more manual process. He stated that progress is on track with the goal of having the process largely smoothed out heading into 2025.

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