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    Matthew Mardula • William Blair

    Matthew Mardula's questions to Astrana Health Inc (ASTH) leadership

    Matthew Mardula's questions to Astrana Health Inc (ASTH) leadership • Q2 2025

    Question

    Matthew Mardula, on for Ryan Daniels, asked about the anticipated impact of California's legislation restricting new Medicaid enrollment for undocumented immigrants. He also requested an update on the strategic plans for the hospital and pharmacy units acquired with Prospect.

    Answer

    President & CEO Brandon Sim acknowledged some exposure to this population, stating that a conservative estimate of a high single-digit to low-teens percentage impact is already factored into their scenario analysis. He described the acquired pharmacy as a value-added unit for managing Part B costs and noted the hospital is primarily used as an integrated care site, making it less exposed to fee-for-service trends.

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    Matthew Mardula's questions to Astrana Health Inc (ASTH) leadership • Q2 2025

    Question

    Matthew Mardula, on for Ryan Daniels, inquired about the potential impact of California's new legislation restricting Medicaid enrollment for undocumented immigrants. He also asked for an update on the strategy for the hospital and pharmacy units acquired with Prospect.

    Answer

    President & CEO Brandon Sim stated that the company has modeled this exposure and that his earlier conservative scenario of a 20-25% enrollment drop already accounts for this. Regarding the acquired assets, Sim sees the pharmacy as a value-added unit for managing drug costs and noted the hospital is primarily used as an integrated care site for value-based members, making it less exposed to fee-for-service trends.

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    Matthew Mardula's questions to LifeStance Health Group Inc (LFST) leadership

    Matthew Mardula's questions to LifeStance Health Group Inc (LFST) leadership • Q2 2025

    Question

    Matthew Mardula of William Blair inquired about the potential impact of increasing state-level AI regulation on Lifestance's business, asking if it represents a headwind or an opportunity.

    Answer

    CEO David Bourdon responded that Lifestance views AI as a supportive technology to enhance the clinician and patient experience, for example, by streamlining documentation. He emphasized that the company does not see AI as a replacement for clinician-provided care, positioning its strategy to align with a regulated environment.

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    Matthew Mardula's questions to Transmedics Group Inc (TMDX) leadership

    Matthew Mardula's questions to Transmedics Group Inc (TMDX) leadership • Q2 2025

    Question

    Matthew Mardula, on for Ryan Daniels, asked how the next-generation OCS platform will improve penetration in the lung transplant market and its long-term growth potential.

    Answer

    CEO Waleed Hassanein explained the next-gen OCS Lung is designed to overcome historical concerns by reducing edema and enabling longer perfusion. He stated the goal of the large randomized trial is to deliver Level 1 evidence of superiority over cold storage, positioning OCS as the new standard of care.

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