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    Sam Eiber • BTIG, LLC

    Sam Eiber's questions to Establishment Labs Holdings Inc (ESTA) leadership

    Sam Eiber's questions to Establishment Labs Holdings Inc (ESTA) leadership • Q2 2025

    Question

    Sam Eiber from BTIG inquired about the U.S. growth trajectory, asking if a 'hockey stick' type of inflection could occur as surgeon utilization increases.

    Answer

    CEO Peter Caldini responded that he anticipates continued gradual growth rather than a sudden 'hockey stick' inflection. He explained that growth will be driven by a combination of adding new accounts and the steady progression of existing surgeons moving up the adoption curve, a process that varies by clinic.

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    Sam Eiber's questions to Establishment Labs Holdings Inc (ESTA) leadership • Q3 2024

    Question

    Sam Eiber of BTIG inquired about market conditions in Europe and non-China APAC, whether distributor inventory levels have normalized, and the potential impact of the company's short-term supply challenges.

    Answer

    CEO Juan Jose Quiros confirmed that both the EMEA and APAC regions are growing year-over-year and gaining market share, with some markets stabilizing. He clarified that the supply pressure is a temporary Q4 issue resulting from a planned facility decommissioning and that capacity is being scaled to meet demand, with the situation expected to abate by Q1 2025.

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    Sam Eiber's questions to Evolus Inc (EOLS) leadership

    Sam Eiber's questions to Evolus Inc (EOLS) leadership • Q2 2025

    Question

    Sam Eiber from BTIG inquired about the market reception to the Evolisse filler launch strategy and whether the challenging toxin market alters the company's view on product bundling. He also asked for the key levers needed to achieve the reiterated $700 million revenue target by 2028.

    Answer

    President & CEO David Moatazedi described the Evolisse launch as highly successful, citing strong training attendance and positive media coverage. Regarding the 2028 target, he explained that the company's internal forecast was previously well above $700 million, so the current reset still keeps them on track to achieve that long-term goal.

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    Sam Eiber's questions to Evolus Inc (EOLS) leadership • Q1 2025

    Question

    Sam Eiber inquired about the potential 'halo effect' of the Evolysse launch on the core Jeuveau business. He asked how management views the opportunity to penetrate accounts that were previously hesitant to work with a single-product company or to drive deeper sales within existing accounts.

    Answer

    CEO David Moatazedi stated that Evolysse presents a meaningful long-term opportunity for Jeuveau. He was encouraged that 20% of webcast attendees were new to Evolus, indicating interest from previously untapped accounts. He outlined a two-step process where a positive experience with Evolysse can open the door to conversations about Jeuveau. However, he clarified that this halo effect is not expected to be a significant driver in the near term but is viewed as a larger opportunity for 2026 and beyond.

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    Sam Eiber's questions to Inmode Ltd (INMD) leadership

    Sam Eiber's questions to Inmode Ltd (INMD) leadership • Q2 2025

    Question

    Sam Eiber from BTIG inquired about the drivers and sustainability of the strong growth in Europe and asked if an upgrade cycle for the Ignite and Optimus Max platforms was beginning in the U.S.

    Answer

    CFO Yair Malca described the growth outside the U.S. as 'very sustainable,' attributing it to a strategic focus on developing international markets that were previously a lower priority than North America. CEO Moshe Mizrahy stated that the company would 'probably start' promoting an upgrade cycle to its newer platforms in Q3, both in the U.S. and the rest of the world.

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    Sam Eiber's questions to Inmode Ltd (INMD) leadership • Q1 2025

    Question

    Sam Eiber from BTIG sought clarification on the tariff impact on a full-year basis and its inclusion in the new gross margin guidance. He also asked about the prioritization of capital allocation between buybacks, dividends, and M&A, and inquired about the drivers of relative strength in the European market.

    Answer

    CFO Yair Malca confirmed the 2-3% tariff impact is calculated for the full year and is already factored into the new 78-80% gross margin guidance. CEO Moshe Mizrahy stated that after spending over $500 million on buybacks with little impact on the stock price, they are not considering another program and are preserving cash for potential M&A. He attributed European strength to successful management changes but noted that credit is now tightening there as well.

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    Sam Eiber's questions to Inmode Ltd (INMD) leadership • Q4 2024

    Question

    Sam Eiber inquired about the launch timing for the new CO2 laser and its market positioning, particularly its relationship with the Morpheus platform. He also asked for a performance update on adjacent product lines like Empower and Envision.

    Answer

    CEO Moshe Mizrahy clarified that the CO2 laser is a standalone platform, not a multi-application system with RF, and is expected to gain traction in the U.S. market late in Q1 or early in Q2 2025. He also stated that the Empower and Envision platforms experienced a similar revenue decline of around 20% in 2024, in line with the rest of the company's portfolio.

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    Sam Eiber's questions to Inmode Ltd (INMD) leadership • Q3 2024

    Question

    Sam Eiber asked for details on the recent commercial organization changes and whether they represented a new go-to-market strategy. He also sought early customer feedback on the new Ignite and OptimasMAX platforms, including the mix of new versus upgrade customers.

    Answer

    CEO Moshe Mizrahy detailed that management was replaced in Spain, U.K., and France due to performance, while the U.S. changes were a broader realignment. He has temporarily assumed the role of President of North America to oversee the transition. Regarding new products, he noted most sales were to new doctors or for second systems, not upgrades. He said promotions for upgrades are planned for Q4 and early next year.

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    Sam Eiber's questions to iRhythm Technologies Inc (IRTC) leadership

    Sam Eiber's questions to iRhythm Technologies Inc (IRTC) leadership • Q4 2024

    Question

    Sam Eiber inquired about trends in the company's international (OUS) business, particularly in the newly launched European markets, and sought confirmation on the timing of the guided $2 million contribution from Japan.

    Answer

    CFO Daniel Wilson explained that it is still early days for the four Western European markets launched in late 2024. Regarding Japan, he confirmed the company is awaiting a reimbursement decision and plans a commercial launch in mid-2025, which aligns with the expected revenue contribution. Overall, international markets are projected to contribute approximately one percentage point of growth in 2025.

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    Sam Eiber's questions to Embecta Corp (EMBC) leadership

    Sam Eiber's questions to Embecta Corp (EMBC) leadership • Q1 2025

    Question

    Sam Eiber of BTIG asked about Embecta's capital allocation strategy, specifically the net leverage ratio at which the company might become more active in M&A. He also inquired about the potential timeline for product portfolio expansion and the long-term outlook for margin progression beyond fiscal 2025.

    Answer

    CFO Jake Elguicze responded that the company's primary focus is on debt reduction to enhance financial flexibility, targeting a net leverage ratio of around 3.0x by the end of fiscal 2025 and likely moving into the 2x range in 2026 before considering M&A. CEO Devdatt Kurdikar added that long-term margin progression would be detailed at the May 2025 Analyst Day, as it will depend on the mix of new business opportunities, such as contract manufacturing versus third-party distribution. Mr. Elguicze also noted that ongoing SG&A cost containment efforts are helping to absorb FX headwinds in the current year's guidance.

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