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    Phillip Dantoin

    Research Analyst at Piper Sandler

    Phillip Dantoin is an Assistant Vice President and Equity Analyst at Piper Sandler, specializing in healthcare sector coverage with a focus on medical device companies such as Sight Sciences and Alphatec Holdings. He regularly participates in quarterly earnings calls and investor analysis for these companies, demonstrating detailed, up-to-date knowledge of the industry. Dantoin began his career after graduating from Villanova University in 2020, subsequently working as a Research Analyst at BTIG LLC from 2021 to 2022 before joining Piper Sandler in early 2022. He holds a bachelor's degree from Villanova and has developed a reputation for deep healthcare sector expertise and investment banking acumen within a short professional timeline.

    Phillip Dantoin's questions to CONMED (CNMD) leadership

    Phillip Dantoin's questions to CONMED (CNMD) leadership • Q1 2025

    Question

    Phillip Dantoin of Raymond James questioned the conservative full-year revenue guidance despite a Q1 beat and favorable FX changes, asking about potential softness in hospital budgets. He also asked new CEO Patrick Beyer about any positive or negative surprises since taking the role.

    Answer

    Todd Garner, EVP and CFO, explained that the company is maintaining its 4% to 6% constant currency growth outlook for the year, choosing not to get ahead of projections after a single strong quarter. CEO Patrick Beyer shared that having been with the company for 10 years, there were no negative surprises. He was positively surprised by the team's passion and the strong customer enthusiasm for CONMED's technology.

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    Phillip Dantoin's questions to Sight Sciences (SGHT) leadership

    Phillip Dantoin's questions to Sight Sciences (SGHT) leadership • Q4 2024

    Question

    Phillip Dantoin, on for Matt O'Brien, asked about the revenue cadence for 2025, specifically if Surgical Glaucoma was expected to return to growth in the second half of the year. He also inquired if the standalone MIGS opportunity was facing similar pressures from LCD changes as the combination-cataract business.

    Answer

    CFO Alison Bauerlein stated that the full-year guidance implies Surgical Glaucoma revenue will be down in 2025 compared to 2024 and does not assume a return to growth in the second half. She clarified that the LCD restrictions on multiple procedures apply specifically to surgeries done in combination with cataract surgery, so the standalone market, while still small and in development, is not directly affected by that particular rule.

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    Phillip Dantoin's questions to Sight Sciences (SGHT) leadership • Q3 2024

    Question

    Phillip Dantoin asked about the Q3 business impact from new restrictions on using multiple MIGS devices and sought expectations for 2025 growth. He also questioned the path to cash flow breakeven, asking about model assumptions and the possibility of being free cash flow positive in 2025.

    Answer

    CFO Alison Bauerlein stated they cannot quantify the specific impact of the MIGS combination rule but are proactively working with customers, and she declined to provide 2025 guidance. Regarding cash flow, she noted Q3's positive result was aided by one-time working capital improvements and reiterated the goal to reach breakeven without new equity, while balancing key investments. CEO Paul Badawi added that OMNI's comprehensive nature is a long-term advantage in a 'one MIGS' environment.

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    Phillip Dantoin's questions to Alphatec Holdings (ATEC) leadership

    Phillip Dantoin's questions to Alphatec Holdings (ATEC) leadership • Q4 2024

    Question

    Phillip Dantoin, on for Matthew O'Brien, asked for details on the SG&A efficiencies achieved in Q4, specifically where savings were found, if the cuts are fully realized, and how this might create potential upside to the 2025 bottom line.

    Answer

    J. Koning (Executive) explained that the savings resulted from a deliberate organizational realignment, strategic reductions, and a rigorous review of discretionary spending. He noted that while some benefits were realized in Q4, they will continue throughout 2025. He also pointed to ongoing improvements in asset utilization, such as instruments and inventory, as a source of future efficiency gains.

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    Phillip Dantoin's questions to INSULET (PODD) leadership

    Phillip Dantoin's questions to INSULET (PODD) leadership • Q4 2024

    Question

    Phillip Dantoin from Piper Sandler, on for Matt O'Brien, questioned the full-year U.S. Omnipod guidance of 16-20% growth, asking why it wasn't higher given the full-year contribution from the Type 2 launch, iOS app, and Libre integration.

    Answer

    CFO and Treasurer Ana Maria Chadwick explained that the 2025 growth rate faces a tougher comparison to 2024, which benefited from a pricing lift as the company transitioned to the pharmacy channel. This price benefit created a headwind for the year-over-year growth calculation in 2025. She affirmed the company is "extremely excited" by the 16-20% guidance and is striving for the high end. CEO Jim Hollingshead added that Insulet has a strong track record of achieving its goals.

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    Phillip Dantoin's questions to AVITA Medical (RCEL) leadership

    Phillip Dantoin's questions to AVITA Medical (RCEL) leadership • Q4 2024

    Question

    Phillip Dantoin of Barclays inquired about the expected cadence of 2025 revenue guidance, asking if growth would be sequential or more weighted towards the second half, and sought details on the assumptions for Cohealyx's contribution, such as market share gains and attachment rates.

    Answer

    CEO Jim Corbett projected notable sequential revenue growth each quarter, starting with momentum from RECELL GO Mini and PermeaDerm in Q1 and Q2, followed by a significant impact from Cohealyx in the second half. While declining to provide product-specific breakdowns, he highlighted the considerable revenue upside per case with Cohealyx and noted the Cohealyx-1 clinical study would provide substantial supporting data by the end of the first half.

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    Phillip Dantoin's questions to FNA leadership

    Phillip Dantoin's questions to FNA leadership • Q2 2024

    Question

    Inquired about the impact of the new operational strategy on different parts of the organization, the expected trajectory of SG&A, and what the guidance implies for market share gains and future growth.

    Answer

    The company responded that cost-saving measures are being carefully implemented across areas like travel, freight, and professional services to avoid compromising growth. The focus is on optimizing spending and burning down high-cost inventory. An $8 million annualized savings from headcount simplification was mentioned. Management expects momentum from new products to continue but deferred specific 2025 guidance, reiterating the priority of achieving EBITDA and cash flow positivity.

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