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    R.K

    Managing Director and Senior Healthcare Analyst at HCW

    Swayampakula Ramakanth, Ph.D., is a Managing Director and Senior Healthcare Analyst at H.C. Wainwright & Co., specializing in equity research across oncology, wound health, medical devices, spine health, and animal health companies. With a decade of experience covering life sciences stocks and prior hands-on biotechnology industry experience, Dr. Ramakanth has evaluated firms such as Regeneron Pharmaceuticals and has earned a reputation for rigorous analysis and impactful research in the sector. His career includes analyst roles at Jefferies, Merrill Lynch, First Albany, and Rodman & Renshaw, before joining H.C. Wainwright, and he holds a Ph.D. in Pharmacology/Toxicology from the University of Utah along with an MBA from Rutgers University. Dr. Ramakanth is recognized for his expertise through conference presentations and peer-reviewed publications, and he possesses advanced credentials in both pharmaceutical research and financial analysis.

    R.K's questions to electroCore (ECOR) leadership

    R.K's questions to electroCore (ECOR) leadership • Q1 2025

    Question

    Asked a broad range of questions about top-line revenue growth, the TAC-STIM business, VA channel expansion, Truvaga's performance in new channels, the revenue contribution timeline for new products (Quell and Sparrow), and the R&D pipeline.

    Answer

    The company expects mid-to-high single-digit sequential growth accelerating to mid-teens later in the year, driven by the VA channel and new products. They are aggressively adding sales headcount for the VA. Truvaga growth is supported by a 5% monthly increase in media spend. Quell could be an upside surprise in the second half of 2025, while Sparrow is a 2026 story. R&D is focused on sales support and awaiting FDA feedback on PTSD.

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    R.K's questions to electroCore (ECOR) leadership • Q4 2024

    Question

    Asked about the potential impact of VA personnel reductions on the gammaCore business and sought clarity on gross margin expectations for 2025 and the long term.

    Answer

    Management has not seen a material impact from VA personnel reductions yet, but noted some "distraction" among supply chain staff. They are confident in achieving mid-80s% gross margins in 2025, as revenue will be dominated by existing products. Long-term margins might see a slight decrease as the product mix shifts to include acquired products with slightly lower margin profiles, which is more of a 2026 consideration.

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