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    Samantha Munoz

    Medtech Equity Research Analyst at Piper Sandler Companies

    Samantha Munoz, PhD, is a Medtech Equity Research Analyst at Piper Sandler Companies, specializing in medical technology and biotechnology sector research. With a background covering companies in the medtech space, she leverages her scientific and financial expertise to provide detailed analyses and investment recommendations, drawing on prior experience as a Biotech Equity Research Analyst and a consultant. She joined Piper Sandler in December 2022 after roles in management consulting, higher education, and government administration, and brings over 11 years of combined industry and analytical experience. Munoz holds a PhD from Tulane University, an MS, and a BS from the University of Arkansas at Fayetteville, further supporting her insight into the life sciences and medtech sectors.

    Samantha Munoz's questions to TELA Bio (TELA) leadership

    Samantha Munoz's questions to TELA Bio (TELA) leadership • Q2 2025

    Question

    Samantha Munoz, on for Matthew O'Brien at Piper Sandler, asked what gives management confidence in its reiterated guidance, which implies a Q4 acceleration, and also inquired about the company's penetration in teaching versus non-teaching hospitals.

    Answer

    CFO & COO Roberto Cuca explained that confidence in the back-half weighted guidance stems from natural seasonality in Q4 (deductibles, holiday scheduling), the high productivity of the current sales team, and the expected ramp-up of new hires. President Jeffrey Blizard addressed the hospital question, stating the company is working with a third-party consultant, MedScout, to identify key teaching programs and will refine its educational strategy in Q3.

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    Samantha Munoz's questions to CVRx (CVRX) leadership

    Samantha Munoz's questions to CVRx (CVRX) leadership • Q2 2025

    Question

    Samantha Munoz, on for Matthew O'Brien at Piper Sandler, asked for more detail on the sales force adjustments, specifically when the first new hires began contributing to revenue and the expected timeline for others to reach full productivity. She also inquired about SG&A expenses, which came in higher than modeled, and how to think about that line item for the rest of the year.

    Answer

    President and CEO Kevin Hykes explained that it typically takes 6-12 months for a new territory manager to become productive, and the first reps hired in early 2025 began contributing towards the end of Q2. CFO Jared Oasheim addressed SG&A, stating that Q2 is typically the highest spending quarter and that the expense is expected to decrease in the second half of the year, which is reflected in the updated operating expense guidance.

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    Samantha Munoz's questions to CVRx (CVRX) leadership • Q4 2024

    Question

    Samantha Munoz pointed to the record-high units per center in Q4 and asked about the key drivers behind this performance. She also requested more detail on the expected revenue cadence for 2025 following the anticipated seasonal dip in Q1.

    Answer

    Executive Jared Oasheim attributed the strong Q4 utilization to a strategic focus on activating the right centers while sunsetting unproductive ones, which improves the average. He also credited the effectiveness of new hires in educating physicians. For 2025, he confirmed expectations for a Q4-to-Q1 seasonal dip, followed by consistent sequential revenue growth through the remainder of the year.

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    Samantha Munoz's questions to CVRx (CVRX) leadership • Q4 2024

    Question

    Samantha Munoz asked about the drivers behind the record-high number of units per center in Q4 and requested clarity on the expected revenue cadence for 2025 following the anticipated Q1 seasonal slowdown.

    Answer

    Executive Jared Oasheim attributed the strong Q4 utilization to a strategic focus on activating high-potential centers while allowing less productive ones to sunset, which improves the average. He also credited the impact of new, well-trained hires. For 2025, he confirmed an expected seasonal dip in Q1 revenue, followed by consistent sequential growth throughout the rest of the year.

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    Samantha Munoz's questions to TransMedics Group (TMDX) leadership

    Samantha Munoz's questions to TransMedics Group (TMDX) leadership • Q2 2025

    Question

    Samantha Munoz, on for Matt O'Brien, asked about field feedback on DCD donations after a recent media article, the growth runway for DCD organs, and the NOP service model for the trial's cold storage arm.

    Answer

    CEO Waleed Hassanein reported no pullback in DCD donations, noting the issues were not new to the transplant community. For the clinical trials, he confirmed both arms will use the NOP service for blinding, with the control arm generating some logistics revenue but having the service fee waived.

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    Samantha Munoz's questions to Penumbra (PEN) leadership

    Samantha Munoz's questions to Penumbra (PEN) leadership • Q2 2025

    Question

    Samantha Munoz, on behalf of Matt O'Brien at Piper Sandler, asked if the PE market could see a rapid adoption curve similar to stroke post-trial data and questioned Penumbra's exposure to the medium vessel occlusion (MVO) stroke market.

    Answer

    CEO Adam Elsesser highlighted a key difference from stroke: PE patients often arrive at hospitals already equipped for treatment, removing a major structural barrier to adoption. Regarding MVO, he stated it's difficult to quantify exposure precisely but noted that despite some centers becoming more conservative, Penumbra continued to gain overall stroke market share.

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    Samantha Munoz's questions to Alphatec Holdings (ATEC) leadership

    Samantha Munoz's questions to Alphatec Holdings (ATEC) leadership • Q1 2025

    Question

    Samantha Munoz, on for Matt O'Brien, asked about overall procedural volume trends, growth in the Ambulatory Surgery Center (ASC) setting, and for an update on the upcoming robot launch.

    Answer

    Executive Patrick Miles confirmed that the market is healthy with good volumes, evidenced by ATEC's 24% surgical growth. He characterized the ASC shift as a 'long play' that is gradually evolving from simple cases, though some surgeons are already performing PTP in outpatient settings. On robotics, he reiterated that the launch is pending the integration of navigation to ensure a seamless procedural workflow, which is a higher priority than simply launching a screw placement device.

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