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    Samantha Munoz • Piper Sandler

    Samantha Munoz's questions to Transmedics Group Inc (TMDX) leadership

    Samantha Munoz's questions to Transmedics Group Inc (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 Inc (PEN) leadership

    Samantha Munoz's questions to Penumbra Inc (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 Inc (ATEC) leadership

    Samantha Munoz's questions to Alphatec Holdings Inc (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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