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Mark Olan

Senior Analyst at Nephron Research

Mark Olan is a Senior Analyst at Nephron Research, specializing in healthcare services and managed care equity research with an emphasis on companies such as UnitedHealth Group, Humana, and Centene. He has built a reputation for rigorous financial analysis and evidence-based investment recommendations, maintaining a strong record of accuracy in his coverage that is reflected in top-quartile rankings on several institutional platforms. Olan began his research career in the early 2010s, holding prior roles at Leerink Partners and Credit Suisse before joining Nephron Research in 2019. He holds FINRA Series 7 and 63 registrations and is recognized for his detailed industry knowledge and client-focused insights.

Mark Olan's questions to Airsculpt Technologies (AIRS) leadership

Question · Q3 2025

Mark Olan of Nephron Research inquired about the specifics of AirSculpt Technologies' cost control measures, particularly within SG&A and cost of services, and the expected sustainability of these savings into the fourth quarter and next year. He also asked for more detail on the progress and expansion plans for the standalone skin tightening service and the new procedures being considered to address the GLP-1 patient population.

Answer

Dennis Dean, Chief Financial Officer, explained that cost controls primarily focused on SG&A and regional support positions, noting their effectiveness in offsetting revenue softness and the expectation for continued diligence. Yogi Jashnani, Chief Executive Officer, elaborated that while the skin tightening thesis proved demand for loose skin solutions, the pool for standalone tightening was smaller than anticipated due to the extent of loose skin. This led to a broader opportunity for a suite of procedures, including skin excisions/removals, many of which can be performed in clinics under local anesthesia. Skin tightening has expanded to multiple centers, and skin excision is currently in pilot, with full results and subsequent marketing expected in 3-6 months.

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