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    Margaret Kaczor

    Senior Research Analyst at William Blair

    Margaret Kaczor Andrew is a Senior Research Analyst at William Blair & Company, specializing in medical technology and devices with a focus on areas such as robot-assisted surgery, kidney disease, immunodeficiency diseases, diabetes, cardiovascular health technology, and sleep and oxygen therapy. She covers leading medtech companies, including Dexcom, Abbott, and CeriBell, and is recognized for her in-depth industry analysis and market forecasts, such as projecting CeriBell’s revenue growth and providing insight on glucose monitoring innovation. Kaczor Andrew began her career as a Financial Analyst at Wachovia Securities before joining William Blair in June 2010, and she holds the CFA designation along with B.S. degrees in accounting and finance from the University of Illinois. Her expertise and credibility are reflected in national media citations and her CFA charter, although specific performance rankings or returns are not publicly disclosed.

    Margaret Kaczor's questions to NARI leadership

    Margaret Kaczor's questions to NARI leadership • Q2 2024

    Question

    Asked for confirmation on the PEERLESS trial's presentation timeline, specifically if a major meeting like TCT was still possible. She also inquired about the commercialization strategy for the data and which specific endpoints within the trial's win ratio would be most impactful for driving physician adoption.

    Answer

    Management confirmed their commitment to presenting the PEERLESS data at a major medical meeting later this year remains unchanged. The commercial strategy will leverage the trial's primary endpoint, a win ratio composed of multiple clinically meaningful outcomes, to position FlowTriever as the superior therapy and standard of care over lytics. While sophisticated physicians will review all endpoints, the overall win ratio will be the key top-line result.

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    Margaret Kaczor's questions to CUTR leadership

    Margaret Kaczor's questions to CUTR leadership • Q4 2023

    Question

    Inquired about the cash burn trajectory into 2025, specifically if inventory could become a significant cash generator. Also asked about sales rep productivity metrics and how they are factored into the 2024 guidance, including plans for the sales force size.

    Answer

    The company expects a much more favorable cash burn profile in the second half of 2024 and into 2025, driven by the AviClear franchise, improving gross margins, and potential macro improvements. Rep productivity has been consistent after rightsizing the organization. For 2024, the company plans to add 15 or more capital reps and grow the key account manager (CAM) team to about 25, which is factored into the guidance and supports expectations for a stronger second half.

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