Sign in

    Ross Osborn • Cantor Fitzgerald & Co.

    Ross Osborn's questions to Neuropace Inc (NPCE) leadership

    Ross Osborn's questions to Neuropace Inc (NPCE) leadership • Q2 2025

    Question

    Ross Osborn from Cantor Fitzgerald inquired about the development status of the next-generation RNS offering and its key areas of improvement. He also asked if therapeutic partnerships, such as those with Rapport and UCB, are expected to become a material revenue contributor in the near future.

    Answer

    CEO Joel Becker confirmed that development of the next-generation RNS platform is on track with previously disclosed timelines, with key component testing meeting or exceeding expectations. He also announced a new collaboration agreement with UCB, in addition to the ongoing work with Rapport, and noted a pipeline of other potential partners. CFO Patrick Williams added that while this revenue is not yet material enough to be broken out as a separate segment, it is high-margin and demonstrates the growing value of NeuroPace's unique brain data asset.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to Neuropace Inc (NPCE) leadership • Q1 2025

    Question

    Ross Osborn from Cantor Fitzgerald asked about the ease of training community-based physicians for RNS procedures under Project CARE and if patient-driven demand for the RNS System has increased.

    Answer

    Executive Joel Becker explained that while training new centers requires support for contracting and infrastructure, the process is well-established. He noted that the primary increase in patient engagement is coming from targeted direct-to-patient digital marketing initiatives, which work in parallel with the Project CARE expansion, rather than from patients in the community setting directly requesting the system yet.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to Neuropace Inc (NPCE) leadership • Q3 2024

    Question

    Ross Osborn asked for feedback on the ease or difficulty new centers in the Project CARE program are experiencing when launching their RNS programs. He also requested an update on R&D projects related to AI and data analysis software tools.

    Answer

    Executive Joel Becker described a spectrum of experiences, with some centers launching quickly due to prior experience, while others require more training. He emphasized the program's flexibility allows centers to start with referrals and programming before performing implants. Regarding R&D, Becker confirmed active development of AI tools and next-gen platforms to improve efficiency, and said more details would be shared at the upcoming Investor Day.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to LeMaitre Vascular Inc (LMAT) leadership

    Ross Osborn's questions to LeMaitre Vascular Inc (LMAT) leadership • Q2 2025

    Question

    Ross Osborn of Cantor Fitzgerald asked about the feedback from the cardiac call point for RestoreFlow and what the company can do to facilitate adoption. He also inquired about potential launch hurdles in Ireland or Germany beyond supply constraints.

    Answer

    President & Director Dave Roberts described feedback as 'fantastic,' citing 61% unit growth and increasing traction in the U.S. market. Chairman & CEO George LeMaitre noted that while sales teams are excited for the European launch, a potential hurdle in Germany is the regulatory requirement to see paperwork from every individual recovery center, adding a layer of complexity.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to LeMaitre Vascular Inc (LMAT) leadership • Q1 2025

    Question

    Ross Osborn of Cantor Fitzgerald asked about the operational steps and clinical data requirements for a strong 2026 Artegraft launch in Europe. He also inquired about market dynamics for RestoreFlow in Germany and Ireland versus the U.S. and the sales force needed to support adoption.

    Answer

    CEO George LeMaitre and President Dave Roberts stated that no new clinical data is required for the Artegraft launch, as it has extensive existing data; the focus is purely on marketing and logistics, with initial inventory shipments already planned. For RestoreFlow, LeMaitre noted the existing sales force is sufficient. Roberts added that the European allograft market is more fragmented than the U.S., presenting a significant opportunity, with the main challenge being supply rather than demand.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to LeMaitre Vascular Inc (LMAT) leadership • Q4 2024

    Question

    On behalf of Ross Osborn of Cantor Fitzgerald, Matthew Park asked for a breakdown of the puts and takes for the 2025 gross margin guidance of 69.7%. He also requested details on the initial commercial rollout plan for XenoSure in China following its recent approval.

    Answer

    EVP, CFO & Treasurer Joseph Pellegrino listed several positive drivers for gross margin, including direct labor efficiencies, higher ASPs, controlled quality costs, and improved RestoreFlow yields. CEO George LeMaitre explained the XenoSure rollout in China requires securing reimbursement and provincial listings, with initial sales expected to begin around July 2025. He noted the China sales force is small but growing from four to five reps.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to LeMaitre Vascular Inc (LMAT) leadership • Q3 2024

    Question

    Ross Osborn of Cantor Fitzgerald asked about progress in targeting cardiac surgeons, the potential for dedicated cardiac reps, and key cross-selling opportunities for the growing sales force.

    Answer

    CEO George LeMaitre stated that cardiac sales are now 14% of total sales, but the company has no dedicated cardiac reps yet. He noted that while a separate cardiac channel may be inevitable, the current focus is on expanding the peripheral vascular sales force. The best cross-selling opportunity is splitting territories of high-performing U.S. reps.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to AxoGen Inc (AXGN) leadership

    Ross Osborn's questions to AxoGen Inc (AXGN) leadership • Q2 2025

    Question

    Ross Osborn from Cantor Fitzgerald requested more color on where the above-expectation growth in the extremities business is originating and asked about the typical time it takes for a newly trained doctor to reach scale.

    Answer

    President and CEO Michael Dale described the extremities growth as broad-based, resulting from a more tenured and focused sales force and success in establishing nerve care as a standard within high-potential institutions. Chief Marketing Officer Jens Schroeder Kemp added that it typically takes about three quarters for a surgeon to become fully productive after attending a training program.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to AxoGen Inc (AXGN) leadership • Q4 2024

    Question

    Ross Osborn from Cantor Fitzgerald asked for the breakdown of volume versus price growth in the 2025 revenue guidance and questioned the company's confidence in the existing clinical data for its breast reconstruction business.

    Answer

    CFO Nir Naor stated the 2025 guidance assumes price growth in line with CPI, with the remainder from volume and mix, consistent with past years. CEO Michael Dale expressed high confidence in the benefit-risk profile of the Resensation technique, supported by existing data. He clarified that while the current data is strong, generating more high-quality studies is necessary to establish it as the standard of care.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to AxoGen Inc (AXGN) leadership • Q3 2024

    Question

    Ross Osborn of Cantor Fitzgerald asked about the company's strategic balance between driving top-line growth and managing cash flow. He also requested more detail on initiatives in the breast neurotization market, such as the Resensation program.

    Answer

    CEO Michael Dale suggested that driving growth and managing cash are not mutually exclusive goals, with more details to come in early 2025. He described breast neurotization as a high-growth area with strong surgeon interest, calling AxoGen's educational programs a 'distinctive asset' and among the best he has seen.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to MiMedx Group Inc (MDXG) leadership

    Ross Osborn's questions to MiMedx Group Inc (MDXG) leadership • Q2 2025

    Question

    Ross Osborn of Cantor Fitzgerald asked where Mimetics sees the most immediate opportunities to take market share under the proposed new reimbursement rules, the company's view on the mobile wound care market opportunity, and if there has been any recent feedback from MACs regarding the delayed LCDs.

    Answer

    CEO Joseph Capper declined to specify tactical plans for share capture but affirmed Mimetics is well-positioned across all care settings. Regarding mobile wound care, he expressed support for providers and advocated for higher application fees to create a healthier payment model. On the LCDs, Capper noted that the CMS fee schedule action was the more critical step for regulating the market and reiterated that requiring clinical evidence for products is a positive development for healthcare.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to MiMedx Group Inc (MDXG) leadership • Q1 2025

    Question

    Ross Osborn from Cantor Fitzgerald inquired about the specific efforts MIMEDX is undertaking to prepare for a more favorable market environment next year, particularly concerning sales force hiring and manufacturing initiatives to support anticipated demand.

    Answer

    CEO Joe Capper explained that sales force turnover has normalized since mid-2023 and that future growth will come from executing their existing plan: expanding the product portfolio, investing in clinical research for surgical applications, and exploring corporate development. CFO Doug Rice added that their commitment to generating clinical evidence is highlighted by their upcoming presence at medical conferences like DDW, showcasing efforts to expand into new surgical areas.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to MiMedx Group Inc (MDXG) leadership • Q4 2024

    Question

    Ross Osborn of Cantor Fitzgerald asked for an update on the revenue opportunity for HELIOGEN, its expected contribution in 2025, and the status of sales force hiring following the attrition experienced in 2024.

    Answer

    CEO Joe Capper stated that HELIOGEN's revenue contribution is currently nominal as it is still in the early launch phase, focused on gaining hospital approvals, but is expected to be a more meaningful contributor in 2025. Regarding the sales force, he confirmed that turnover has returned to a normalized rate and the team is at 'near full strength' entering the new year after successfully managing the mid-2024 disruption.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to MiMedx Group Inc (MDXG) leadership • Q3 2024

    Question

    Ross Osborn asked if the current level of SG&A spending represents a new baseline for the company and requested an update on the status of any ongoing manufacturing initiatives.

    Answer

    CFO Douglas Rice stated that SG&A spending was consistent with the prior quarter and is expected to remain in that 'ZIP code' in the near term. CEO Joseph Capper clarified that while there are no major new manufacturing initiatives to highlight, the company has successfully embedded a culture of continuous process improvement and operational cost control.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to Nyxoah SA (NYXH) leadership

    Ross Osborn's questions to Nyxoah SA (NYXH) leadership • Q1 2025

    Question

    Ross Osborn inquired about the commercial launch progress of Genio in Dubai, the allocation of resources to the Middle East, and the current enrollment status of the ACCCESS study.

    Answer

    CEO Olivier Taelman reported that the launch in the Middle East is progressing well, with successful initial implants in Dubai and plans to expand into Kuwait and Saudi Arabia. He also confirmed that enrollment for the ACCCESS study remains on track for completion by the summer, consistent with prior communications.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to Nyxoah SA (NYXH) leadership • Q4 2024

    Question

    Matthew Park, on behalf of Ross Osborn, asked about the sufficiency of Nyxoah's manufacturing and supply chain to meet U.S. demand upon launch and inquired about plans and timelines for generating post-approval real-world data.

    Answer

    CEO Olivier Taelman expressed high confidence in their supply chain, highlighting the strategic decision to manufacture products for the U.S. market domestically. Both CEO Olivier Taelman and CFO John Landry confirmed that collecting real-world data is a key part of their post-launch strategy and a requirement of their post-market study approval to demonstrate the technology's clinical and economic value.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to Nyxoah SA (NYXH) leadership • Q2 2024

    Question

    Ross Osborn inquired about the progress of Nyxoah's manufacturing ramp-up ahead of the U.S. launch, the expected timing of the operating expense increase (Q3 vs. Q4), and how the commercialization plan has been shaped following the recent hiring of the Chief Commercial Officer.

    Answer

    CEO Olivier Taelman confirmed manufacturing capacity will be sufficient, detailing plans to launch with the Genio 3.1 generation in the U.S. and establishing manufacturing lines in both the U.S. and Europe to de-risk the supply chain. CFO Loic Moreau stated that the OpEx and cash burn inflection will begin in Q3 and continue to increase steadily through Q4 as U.S. hiring accelerates. Taelman added that key leadership roles are filled and the company is seeing a high number of spontaneous applications for sales positions.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to Organogenesis Holdings Inc (ORGO) leadership

    Ross Osborn's questions to Organogenesis Holdings Inc (ORGO) leadership • Q1 2025

    Question

    Ross Osborn of Cantor Fitzgerald questioned the reiterated guidance, given it previously assumed an LCD-driven inflection, asked for more detail on the expected market "stabilization," and inquired if higher-priced products would be used to offset volume.

    Answer

    CFO David Francisco and CEO Gary Gillheeney clarified that the guidance holds because the company can now leverage its entire portfolio for all indications, including higher-margin products like PuraPly. This broader product mix offsets the previously forecasted high volume on a smaller set of LCD-covered products. Gillheeney explained that "stabilization" refers to customers returning to normal buying patterns as the company educates them and the near-term LCD uncertainty is removed. Francisco added that the plan is not to introduce new high-priced products but to utilize the existing, full portfolio's favorable mix.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to Organogenesis Holdings Inc (ORGO) leadership • Q4 2024

    Question

    Ross Osborn of Cantor Fitzgerald asked about sales force attrition levels during the quarter and requested an update on the progress of Randomized Controlled Trials (RCTs) for products not on the LCD covered list.

    Answer

    CFO David Francisco stated that while there was some sales force attrition, it was not significant, and the company has been successful in backfilling roles with quality talent. CEO Gary Gillheeney reported that the PuraPly study is progressing, with an interim analysis expected in Q4 2025 and a publication in Q1 2026, positioning it for MAC reconsideration.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to Organogenesis Holdings Inc (ORGO) leadership • Q3 2024

    Question

    Ross Osborn of Cantor Fitzgerald inquired about the progress of sales force expansion, specifically the number of direct reps focused on the Sports Med business, and sought details on the lower-than-expected R&D spending in Q3 and the outlook for 2025.

    Answer

    Chief Financial Officer David Francisco confirmed an increase in sales representative count during the quarter, noting strong productivity from wound care reps and that the direct Surgical & Sports Medicine (SSM) team is under 20 people. Regarding R&D, Francisco explained the Q3 dip was due to the lumpy timing of expenses for the ReNu BLA submission and expects Q4 spending to rebound to Q2 levels, with similar investment continuing into 2025.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to Cerus Corp (CERS) leadership

    Ross Osborn's questions to Cerus Corp (CERS) leadership • Q4 2024

    Question

    Ross Osborn of Cantor Fitzgerald sought clarification on the 2025 SG&A guidance, asking if the projected modest increase is based on the full 2024 reported figure, which included a one-time Q4 item, or an adjusted number. He also asked about the commercialization timeline and necessary steps for Cerus in Brazil.

    Answer

    Executive Kevin Green clarified that the SG&A guidance was based on the full-year 2024 results and that the Q4 anomaly was roughly a $2 million impact. He stated that future growth would be driven by inflation, not significant new investments. Regarding Brazil, Executive Vivek Jayaraman explained that the company is currently seeking approval to access the larger public sector market, with a decision anticipated later in the calendar year, after which the focus would shift to operational rollout.

    Ask Fintool Equity Research AI

    Ross Osborn's questions to Sanara Medtech Inc (SMTI) leadership

    Ross Osborn's questions to Sanara Medtech Inc (SMTI) leadership • Q3 2024

    Question

    Ross Osborn of Cantor Fitzgerald inquired about the strategic rationale for the ChemoMouthpiece investment, the progress of the Tissue Health Plus (THP) pilot program, talent acquisition for THP, the outlook for operating expenses, and updates on the peptide development with Tufts University.

    Answer

    Executive Ronald Nixon explained that ChemoMouthpiece aligns with their wound and skin care strategy by addressing oral mucositis. An executive, identified as Sam, confirmed the THP pilot program is on track for the first half of the year with positive early feedback and noted success in attracting a skilled team. Ronald Nixon added that OpEx is carefully budgeted with no surprises anticipated, and that the radiation dermatitis peptide project is progressing well, complementing their joint venture with InfuSystem.

    Ask Fintool Equity Research AI