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    Michael Ott

    Research Analyst at Oppenheimer & Co.

    Michael Ott's questions to ISR leadership

    Michael Ott's questions to ISR leadership • Q4 2022

    Question

    Michael Ott of Oppenheimer & Co. asked about other programs in Viewpoint's pipeline, current patient flow trends in Isoray's core business, and sought an update on sales representative hiring and productivity.

    Answer

    Viewpoint CEO Johan Spoor described their platform technology's potential to develop a pipeline of new agents. Executive Lori Holmes-Woods reported that patient flows are strengthening post-summer but the anticipated post-COVID bolus has not fully arrived. She also confirmed sales team staffing is back to previous levels and is being re-evaluated in light of the merger.

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    Michael Ott's questions to ISR leadership • Q3 2022

    Question

    Michael Ott from Oppenheimer & Co. Inc. asked for guidance on the gross margin outlook for the next few quarters, considering the new reactor costs and potential freight pressures. He also inquired about the expected timing for the first data readout from the Phase II portion of the University of Cincinnati head and neck cancer trial.

    Answer

    Executive Lori Holmes-Woods acknowledged ongoing supply chain cost pressures but stated she does not anticipate significant changes to the gross margin in the immediate future. Regarding the clinical trial, she explained that following the Phase I patient follow-up, the trial is expected to enter Phase II toward the end of the calendar year, so a data readout is not expected in the next couple of quarters.

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    Michael Ott's questions to ISR leadership • Q2 2022

    Question

    Michael Ott of Oppenheimer & Co. Inc. asked if the 13% year-over-year growth in core prostate revenue could be attributed to a post-Delta, pre-Omicron recovery, improved physician access, and the new ABS guidelines. He also inquired about GammaTile's growth, asking about GT Medical's marketing efforts and the impact of Isoray now supplying seeds instead of finished tiles. Finally, he asked for thoughts on the latest one-year delay of the RO-APM.

    Answer

    CEO Lori Holmes-Woods confirmed that better physician access during a lull in COVID-19 surges, combined with renewed training programs, supported the prostate business growth. Regarding GammaTile, she stated that GT Medical Technologies is making good progress in broadening awareness and that the new arrangement of supplying seeds has been beneficial for both companies. On the RO-APM delay, she credited ASTRO's advocacy and noted that while Isoray is less directly impacted since seeds were removed, the company has a vested interest in ensuring patient access to combination therapies.

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