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    Matthew Park • Cantor Fitzgerald

    Matthew Park's questions to Sanara Medtech Inc (SMTI) leadership

    Matthew Park's questions to Sanara Medtech Inc (SMTI) leadership • Q2 2025

    Question

    Matthew Park of Cantor Fitzgerald inquired about the productivity ramp-up time for new distributors and the expected cadence of operating expenses into 2026, particularly potential leverage in G&A or R&D as the company evaluates alternatives for its Tissue Health Plus (THP) segment.

    Answer

    Seth Yon, President of Commercial, explained that distributor productivity varies from days to months, depending on existing market approvals, and is accelerated by company support. CFO Elizabeth Taylor reiterated the H2 2025 cash investment guidance for THP ($5.5M-$6.5M) but did not comment on 2026, while CEO Ron Nixon noted that R&D on core products is a continuous effort.

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    Matthew Park's questions to Organogenesis Holdings Inc (ORGO) leadership

    Matthew Park's questions to Organogenesis Holdings Inc (ORGO) leadership • Q2 2025

    Question

    Matthew Park, on for Ross Osborne, inquired about RENEW's competitive positioning and key differentiators in the knee osteoarthritis market, and also asked for more detail on the drivers of strength in the Surgical and Sports Medicine business.

    Answer

    CEO Gary Gillheeney highlighted RENEW's clinical data, particularly its strong performance in severe (KL-4) knee OA patients, as a key differentiator versus existing therapies. CFO David Francisco attributed the strength in Surgical and Sports Medicine to momentum in key products and the successful implementation of a hybrid sales representative model, noting the company maintained its strong growth guidance for the segment.

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    Matthew Park's questions to Bioventus Inc (BVS) leadership

    Matthew Park's questions to Bioventus Inc (BVS) leadership • Q2 2025

    Question

    Matthew Park, on for Ross Osborne, asked for more detail on the drivers behind the strong performance of the Exogen business and management's confidence in sustaining that growth. He also inquired about the outlook for operating expenses in the second half of the year, particularly with the upcoming product launches.

    Answer

    CEO Robert Claypoole attributed Exogen's double-digit growth to focused strategy, strong commercial execution, and winning new and former customers, stating a belief that sustained mid-single-digit growth is achievable. SVP & CFO Mark Singleton projected a slight increase in H2 OpEx due to investments in PNS and PRP, but emphasized that revenue growth would outpace spending, in line with their margin expansion goals.

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    Matthew Park's questions to Cerus Corp (CERS) leadership

    Matthew Park's questions to Cerus Corp (CERS) leadership • Q2 2025

    Question

    Matthew Park, on for Ross Osborne, asked for the key drivers of the revised INTERCEPT Fibrinogen Complex (IFC) guidance and questioned if the new range implied a second-half deceleration. He also inquired about the nature of the recent operating expense increase and its expected cadence.

    Answer

    Vivek Jayaraman, COO, clarified that while the first half benefited from clearing a backlog, strong underlying demand from new and existing hospitals, coupled with improved supply, supports the raised IFC guidance. Kevin Green, CFO, explained the OpEx increase was not from one-time items but from durable factors like increased government contract activity and employee cost-of-living adjustments, with leverage expected to increase in the second half.

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    Matthew Park's questions to Cerus Corp (CERS) leadership • Q1 2025

    Question

    Matthew Park, on for Ross Osborn, inquired about the French platelet business, asking about its stability and comparison to other EMEA markets. He also asked for details on Cerus's plans to increase production capacity for INTERCEPT Fibrinogen Complex (IFC) to meet growing demand.

    Answer

    Chief Operating Officer Vivek Jayaraman confirmed that the French market, where Cerus holds 100% market share, has stabilized and remains a strong contributor. Regarding IFC, he explained that supply is ramping up as manufacturing partners increase production volumes following their Biologic License Application (BLA) approvals. He noted that 7 of 8 partners now have BLAs, and new blood centers are expressing interest in starting IFC production due to hospital demand.

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    Matthew Park's questions to SI-BONE Inc (SIBN) leadership

    Matthew Park's questions to SI-BONE Inc (SIBN) leadership • Q2 2025

    Question

    Matthew Park, on for Ross Osborne at Cantor Fitzgerald, inquired about the iFuse Torque launch in Europe and the broader role of international markets. He also asked about capital deployment priorities now that the company has reached cash flow breakeven.

    Answer

    CFO Anshul Maheshwari stated that while international is a small part of the business, they are excited for iFuse Torque to reignite growth in Europe in 2026, though the impact in 2025 will be minimal due to the timing of the launch. Regarding capital, he explained the priority is funding organic growth, with continued investment in R&D at ~10% of revenue and linear growth in S&M expenses, as revenue growth is expected to continue outpacing OpEx growth.

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    Matthew Park's questions to SI-BONE Inc (SIBN) leadership • Q3 2024

    Question

    Matthew Park, on behalf of Ross Osborn at Cantor Fitzgerald, asked how SI-BONE plans to leverage clinical data, like the STACI trial, to drive adoption among interventionalists. He also questioned the reason for the sequential decrease in R&D spending and the near-term outlook for that expense.

    Answer

    CEO Laura Francis explained that the company is engaging a receptive interventionalist audience with its TORQ and INTRA products. She highlighted the recently enrolled STACI trial as crucial for demonstrating the safety profile of TORQ to this specific call point. CFO Anshul Maheshwari clarified that the sequential R&D decline was due to the timing of project phases and not a trend. He expects R&D spending to grow in 2025 to support the pipeline, but at a rate slower than revenue.

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    Matthew Park's questions to AxoGen Inc (AXGN) leadership

    Matthew Park's questions to AxoGen Inc (AXGN) leadership • Q1 2025

    Question

    Matthew Park, on for Ross Osborn at Cantor Fitzgerald, inquired about specific commercial payer targets post-BLA and the key referral pathways driving growth in the oral maxillofacial (OMF) and head and neck segment.

    Answer

    Executive Rick Ditto explained that post-BLA, the company will work with evidence intermediaries to address regional non-coverage policies in Q4, before tackling national payers next year. Executive Jens Schroeder Kemp identified mandible reconstruction as the primary growth driver in OMF, with plans to expand into other procedures like radical neck dissections. CFO Nir Naor added that the market remains immature, with significant opportunity to educate specialists who are unaware of Axogen's solutions.

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    Matthew Park's questions to Pacific Biosciences of California Inc (PACB) leadership

    Matthew Park's questions to Pacific Biosciences of California Inc (PACB) leadership • Q3 2024

    Question

    Matthew Park, on behalf of Ross Osborn at Cantor Fitzgerald, asked about the commercial appetite for Revio in China heading into 2025 and how the new Vega platform might drive incremental adoption in that region.

    Answer

    CEO Christian Henry noted that expanding sample demand in China is expected to drive Revio sales, particularly with large service providers. He expressed significant optimism for Vega in the region, highlighting its price point and feature set as an excellent fit for the Chinese market. Henry believes Vega creates an opportunity to penetrate beyond the core service provider base and potentially sell hundreds of instruments there over time.

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