Sign in

    Margaret Kaczor • William Blair

    Margaret Kaczor's questions to CeriBell Inc (CBLL) leadership

    Margaret Kaczor's questions to CeriBell Inc (CBLL) leadership • Q1 2025

    Question

    Margaret Kaczor asked about utilization trends, noting that maintaining Q1 levels could exceed guidance, and inquired about expected seasonality. She also requested details on the specific field initiatives by the Clinical Account Manager (CAM) team that are driving success.

    Answer

    CFO Scott Blumberg attributed strong Q1 utilization partly to seasonality (higher winter ICU census) and suggested a more modest sequential growth in Q2, while affirming long-term confidence in the CAM strategy. CEO Xingjuan Chao detailed the CAM initiatives, which include raising disease awareness with clinical guidelines, providing continuous staff education, and driving expansion into new hospital departments.

    Ask Fintool Equity Research AI

    Margaret Kaczor's questions to Inogen Inc (INGN) leadership

    Margaret Kaczor's questions to Inogen Inc (INGN) leadership • Q1 2025

    Question

    Margaret Kaczor asked why full-year guidance was maintained despite a strong Q1 beat driven by B2B momentum, and also inquired about the sequential decline in operating expenses and future investment plans.

    Answer

    CFO Mike Bourque cited the company's philosophy of providing realistic, achievable guidance, noting Q1 was in line with their internal plan. CEO Kevin Smith added that a large B2B customer onboarded in late Q1 2024 creates a tougher comparison for the rest of the year. Regarding OpEx, Bourque advised that Q1 is not a proxy for the full year as some spending shifted to later quarters, but he reaffirmed the goal of lowering OpEx as a percentage of revenue for the full year.

    Ask Fintool Equity Research AI

    Margaret Kaczor's questions to Neuronetics Inc (STIM) leadership

    Margaret Kaczor's questions to Neuronetics Inc (STIM) leadership • Q1 2025

    Question

    Margaret Kaczor inquired about the Better Me Provider (BMP) program, asking about the growth funnel for new sites, the drivers of utilization, and whether the company would still reach its goal of over 500 sites by year-end. She also requested a breakdown of the full-year guidance between the core NeuroStar business and the acquired Greenbrook clinics.

    Answer

    Executive Stephen Furlong explained that a recent influx of new sites into the BMP program caused a temporary dip in the pipeline, which he expects to rebuild. Executive Keith Sullivan added that targeted marketing and the NeuroStar Connection Network, which facilitates referrals from primary care physicians, are key utilization drivers. Regarding guidance, Stephen Furlong noted that growth is primarily driven by patient utilization at Greenbrook clinics and the SPRAVATO rollout, which saw a 50% year-over-year revenue increase.

    Ask Fintool Equity Research AI

    Margaret Kaczor's questions to Dexcom Inc (DXCM) leadership

    Margaret Kaczor's questions to Dexcom Inc (DXCM) leadership • Q1 2025

    Question

    Margaret Kaczor from William Blair asked for a sense of scale on the new customer starts from non-insulin using Type 2s, questioning if the accelerated pace is factored into the reiterated sales guidance.

    Answer

    CFO Jereme Sylvain confirmed that this population is now a material portion of new patient adds, driven by expanded PBM coverage. Regarding guidance, he explained that while they expect the trend to continue, it is too early in the year to revise the full-year forecast upward, despite being bullish on the business.

    Ask Fintool Equity Research AI

    Margaret Kaczor's questions to Glaukos Corp (GKOS) leadership

    Margaret Kaczor's questions to Glaukos Corp (GKOS) leadership • Q1 2025

    Question

    Margaret Kaczor asked if new clinical data on combo procedures could impact the current LCD restrictions and sought a finer point on the guidance for U.S. stent growth for the year.

    Answer

    President and COO Joseph Gilliam and Chairman and CEO Thomas Burns both responded. Gilliam noted that generating strong clinical evidence is the ultimate path to overturning such restrictions. Burns added that Glaukos has already completed a Phase IV trial comparing iStent Infinite plus iDose to Infinite alone, with the goal of providing data to support combo-therapy reimbursement. Gilliam reiterated that the guidance assumes the non-iDose U.S. business will decline by mid-single digits in 2025.

    Ask Fintool Equity Research AI

    Margaret Kaczor's questions to Resmed Inc (RMD) leadership

    Margaret Kaczor's questions to Resmed Inc (RMD) leadership • Q3 2025

    Question

    Margaret Kaczor of William Blair inquired about the status of sleep lab backlogs and the specific metrics ResMed is tracking for its investments in pre- and post-diagnosis solutions like NightOwl.

    Answer

    CEO Michael Farrell confirmed that sleep lab backlogs are at all-time highs. He explained that ResMed is tracking key metrics such as 'time to test' and the time from diagnosis to therapy onset. The strategy involves using the NightOwl home test for simpler cases to free up sleep lab capacity for more complex patients, who can be better served with the new VPAP Tx titration platform.

    Ask Fintool Equity Research AI