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    Matt Hewitt • Craig-Hallum Capital Group LLC

    Matt Hewitt's questions to Schrodinger Inc (SDGR) leadership

    Matt Hewitt's questions to Schrodinger Inc (SDGR) leadership • Q2 2025

    Question

    Taltz, on for Matt Hewitt at Craig-Hallum, asked if the company was still experiencing 'level pegging' where customer spending increases were offset by decreases from other customers.

    Answer

    CEO Ramy Farid corrected the premise, stating that it is very rare for a customer to decrease spending and that the company generally sees increases of varying sizes. CFO Richie Jain reinforced this by noting a 100% retention rate for customers with contracts over $500,000.

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    Matt Hewitt's questions to OmniAb Inc (OABI) leadership

    Matt Hewitt's questions to OmniAb Inc (OABI) leadership • Q1 2025

    Question

    Speaking on behalf of Matt Hewitt, an analyst named Tal asked how the recent FDA decision to move away from animal testing requirements might affect OmniAb's business prospects, particularly with the rollout of the exploration platform.

    Answer

    Matthew Foehr, President and CEO, clarified that the FDA's guidance relates to toxicology screening, which is distinct from OmniAb's use of transgenic animals for antibody discovery. He framed the FDA's move as a potential net positive for the industry and OmniAb, as it could streamline timelines and lower costs for partners to advance antibody-based medicines into clinical trials, potentially increasing demand for antibody modalities.

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    Matt Hewitt's questions to OmniAb Inc (OABI) leadership • Q3 2024

    Question

    An analyst on behalf of Matt Hewitt asked if OmniAb is observing increased caution from partners due to the biotech funding environment and requested an outlook on the potential number of new clinical entries for 2025.

    Answer

    CFO Kurt Gustafson acknowledged the industry pressures and volatility but highlighted that OmniAb's key metrics, including new deals and program starts, remain strong. CEO Matt Foehr added that during portfolio realignments, partners often seek best-in-class platforms like OmniAb. Regarding 2025, Foehr pointed to the 20 preclinical assets as the pool for future clinical entries, noting more clarity would likely emerge after the JPMorgan conference in January.

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    Matt Hewitt's questions to Clover Health Investments Corp (CLOV) leadership

    Matt Hewitt's questions to Clover Health Investments Corp (CLOV) leadership • Q1 2025

    Question

    Matt Hewitt inquired about the initial implementations of Counterpart Health, asking for feedback from partners and the key performance metrics being tracked. He also asked about shifts in the competitive landscape, including whether peers are adopting similar models or if new entrants are emerging.

    Answer

    CEO Andrew Toy explained that the goal for Counterpart is to replicate the value seen in Clover's own MA plan, focusing on KPIs like physician engagement, earlier disease diagnosis, and HEDIS score improvements, with initial data being optimistic. He also noted that Clover's software-backed, wide PPO network model remains a key differentiator, observing that some competitors are pulling back on PPO benefits while Clover is staying its course.

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    Matt Hewitt's questions to Clover Health Investments Corp (CLOV) leadership • Q4 2024

    Question

    An analyst on behalf of Matt Hewitt asked for more color on the company's expectations for the continued growth of its home care arm in 2025 and beyond.

    Answer

    CEO Andrew Toy described the home care program as an 'anchor stone' of Clover's strategy for managing the total cost of care for its most vulnerable members. He confirmed plans to invest more in the program, expand the team, and increase its geographic reach to drive MCR improvements, though he did not provide specific growth guidance.

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