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    Nelson Cox • Lake Street Capital Markets

    Nelson Cox's questions to Artivion Inc (AORT) leadership

    Nelson Cox's questions to Artivion Inc (AORT) leadership • Q2 2025

    Question

    Nelson Cox of Lake Street Capital, on behalf of Frank Tuchinen, asked about potential plans for expanding the commercial team to support the AMDS launch and requested details on the next steps for the Arecibo LSA pivotal trial.

    Answer

    CEO J. Patrick Mackin indicated that while the current 50+ person sales team is effective for the top 600 centers, the company is evaluating a potential second-phase expansion to target the remaining 400 lower-volume centers. Regarding the Arecibo trial, he stated that with IDE approval secured, the next steps involve finalizing hospital contracts and IRBs, with the first patient enrollment anticipated before the end of the year.

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    Nelson Cox's questions to Artivion Inc (AORT) leadership • Q3 2024

    Question

    Nelson Cox, on behalf of Frank Takkinen, asked about the expected launch trajectory for AMDS post-approval and questioned the potential for further price increases in the preservation business, particularly for SynerGraft.

    Answer

    CEO James Mackin described the initial AMDS launch, anticipated after a Q4 2025 approval, as a 'soft launch' due to the need for surgeon training and hospital value analysis committee approvals. An executive added a recommendation to model zero AMDS revenue for 2025. Regarding pricing, Mackin indicated that after a significant price increase last year, there is not much room for another large increase on SynerGraft soon, though other tissue products may see price adjustments.

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    Nelson Cox's questions to Aquestive Therapeutics Inc (AQST) leadership

    Nelson Cox's questions to Aquestive Therapeutics Inc (AQST) leadership • Q1 2025

    Question

    Nelson Cox of Lake Street Capital Markets inquired about the capital required for the Anaphylm launch, potential Libervant revenue in Q2, and the earliest possible notification about an FDA Advisory Committee meeting.

    Answer

    CFO Ernie Toth explained that current cash provides runway through 2025 and into the initial launch, with levers like ex-U.S. partnerships and debt refinancing available to fund the full launch. He confirmed Libervant revenue in Q2 will be minimal and has been removed from guidance. Executive Carl Kraus stated that while the FDA can alert them at any time, they hope for notification about an Ad Comm by the Day 74 letter.

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    Nelson Cox's questions to Neuropace Inc (NPCE) leadership

    Nelson Cox's questions to Neuropace Inc (NPCE) leadership • Q1 2025

    Question

    Nelson Cox of Lake Street Capital Markets inquired about the impact of Project CARE on referral volumes in established centers and the expected hiring cadence for the year.

    Answer

    Executive Joel Becker confirmed that Project CARE is positively impacting both referral volumes and implants, helping connect Level 3 and community centers with Level 4 centers. Regarding hiring, he stated that NeuroPace will continue its disciplined, incremental investment in the commercial organization throughout 2025 to support current growth and prepare for future indication expansions, which is factored into guidance.

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    Nelson Cox's questions to IRadimed Corp (IRMD) leadership

    Nelson Cox's questions to IRadimed Corp (IRMD) leadership • Q4 2024

    Question

    Nelson Cox, on behalf of Frank Takkinen from Lake Street, asked for an update on sales force expansion plans, the expected evolution of the sales backlog composition in 2025, and the potential annual replacement rate for the installed pump base starting in 2026 with the new 3870 model.

    Answer

    President and CEO Roger Susi reaffirmed the plan to expand the sales force from 28 territories towards 35, with some hiring to begin in 2025 ahead of the new pump launch. CFO John Glenn explained that the current strong backlog, which provides good visibility for the first half of the year, is currently weighted towards pumps but is expected to shift towards a greater mix of monitors as 2025 progresses. Susi detailed the replacement opportunity, estimating they will target replacing 800 to 1,000 older systems annually starting in 2026, which translates to 1,600 to 2,000 new pumps per year.

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