Sign in

    Robert Blum • Lytham Partners

    Robert Blum's questions to Senestech Inc (SNES) leadership

    Robert Blum's questions to Senestech Inc (SNES) leadership • Q2 2025

    Question

    Robert Blum of Lytham Partners, moderating the Q&A session, relayed a series of investor questions covering SenesTech's growth drivers, financial health, and operational strategy. Key topics included future gross margin trends, accelerating e-commerce growth, sales potential from city deployments, manufacturing capacity, the company's capital structure and future financing plans, the timeline to profitability, and go-to-market strategies for retail and agriculture.

    Answer

    CEO Joel Fruendt and CFO Tom Chesterman addressed the questions, stating that gross margins should remain strong with potential for improvement, driven by the Evolve product. They confirmed plans to accelerate growth through marketing and new hires. Fruendt detailed the manufacturing capacity at approximately $10 million in revenue with expansion plans in place. Chesterman declared the company's recent financing program complete, ending the 'financing overhang' and providing a runway through 2027. Management reiterated the breakeven revenue target of approximately $1.5 million per quarter and expressed confidence in their multi-channel strategy, including ongoing city trials and discussions with major retailers.

    Ask Fintool Equity Research AI

    Robert Blum's questions to Senestech Inc (SNES) leadership • Q4 2024

    Question

    Robert Blum of Lytham Partners relayed several webcast questions regarding the revenue ramp-up from recent contracts, traction with big box retailers, and capital deployment for marketing. Further questions covered pricing elasticity given improved gross margins and the company's manufacturing capacity to meet rising demand.

    Answer

    Executive Joel Fruendt explained that recent revenue reflects work from early 2024 and that progress with retailers like Ace Hardware is strong, with e-commerce success driving brick-and-mortar interest. He affirmed plans to continue marketing efforts, especially PR around municipal wins. On pricing, Fruendt noted they are competitive but may offer volume discounts. Executive Thomas Chesterman confirmed there are no manufacturing constraints, the supply chain is built to scale, and the team is actively finding efficiencies and automation opportunities.

    Ask Fintool Equity Research AI

    Robert Blum's questions to Aytu Biopharma Inc (AYTU) leadership

    Robert Blum's questions to Aytu Biopharma Inc (AYTU) leadership • Q3 2025

    Question

    Robert Blum of Lytham Partners inquired about the specifics of the 'return to growth' plan for the Pediatrics business, the profile of target assets for acquisition, and the company's go-forward operating expense structure and revenue breakeven point.

    Answer

    Executive Joshua Disbrow explained the Pediatrics plan involved deploying the sales force against more pediatric targets, expanding the promotional footprint, and securing broader payer coverage for Karbinal. He reiterated the ideal acquisition target is a commercial-stage CNS asset that aligns with the Aytu RxConnect platform. CFO Ryan J. Selhorn stated that quarterly cash-based operating expenses are approximately $9.3 million. He calculated that Aytu would need about $15 million in quarterly revenue to break even from an overall operations standpoint, or $13.1 million to break even from an operating cash perspective.

    Ask Fintool Equity Research AI

    Robert Blum's questions to Aytu Biopharma Inc (AYTU) leadership • Q4 2024

    Question

    Robert Blum of Lytham Partners asked for more specific details on the commercial initiatives that have been implemented to drive the recent positive sales trends and recovery in the pediatric products business.

    Answer

    CEO Joshua Disbrow provided a detailed breakdown of the initiatives. For Karbinal ER, he highlighted a significant geographic expansion of the sales effort from 2-3 states to over 10, driven by new state Medicaid coverage wins. For the multivitamin franchise, he noted that their largest historical dispensing pharmacy partner is back online after resolving inventory issues, and the sales team is now targeting new pockets of improved payer coverage. Disbrow confirmed these efforts are resulting in real-time increases in sales orders.

    Ask Fintool Equity Research AI