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    Scott Henry • AGP

    Scott Henry's questions to Mediwound Ltd (MDWD) leadership

    Scott Henry's questions to Mediwound Ltd (MDWD) leadership • Q2 2025

    Question

    Scott Henry of Alliance Global Partners inquired about the filing timelines for the new manufacturing facility, the potential for NexoBrid revenue growth in 2025 amidst capacity limits, the current BARDA funding environment, and the outlook for operating expenses.

    Answer

    CEO Ofer Gonen projected EMA and FDA approvals for the new facility in 2026, noting 2025 revenue guidance of $24M is achievable but NexoBrid growth is capped until the new facility is approved. He described the BARDA/DoD funding environment as a priority. CFO Hany Luxenberg anticipated a slight increase in operating expenses in H2 2025 due to rising R&D costs as European trial sites activate.

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    Scott Henry's questions to Mediwound Ltd (MDWD) leadership • Q1 2025

    Question

    Scott Henry asked for the outlook on development services revenue from BARDA and the Department of Defense following a Q1 decline, and sought clarification on the volatility of the financial income/expense line item.

    Answer

    Hani Luxenburg (executive) and Ofer Gonen (executive) confirmed the full-year revenue guidance of $24 million is unchanged, attributing the Q1 dip to a temporary administrative delay in U.S. government funding that has since been resolved. Luxenburg also explained that the below-the-line volatility is due to the non-cash revaluation of warrants, which is directly dependent on the company's share price at quarter-end. Gonen noted this volatility will cease when the warrants expire in November 2026.

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    Scott Henry's questions to Quantum-Si Inc (QSI) leadership

    Scott Henry's questions to Quantum-Si Inc (QSI) leadership • Q2 2025

    Question

    Scott Henry inquired about the revenue breakdown between overseas and pharma/biotech segments, whether the current revenue level represents a bottom, and for details on the new instrument acquisition models.

    Answer

    President & CEO Jeff Hawkins explained that while specific segment revenue is not disclosed, the installed base is 65% ex-US. He expressed optimism that Q2 revenue was a bottom but noted that growth would be gradual. Hawkins detailed the new acquisition options, including reagent rentals, leasing, and selective short-term placements designed to drive consumable usage and convert to sales, especially for customers facing capital budget freezes.

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    Scott Henry's questions to Quantum-Si Inc (QSI) leadership • Q1 2025

    Question

    Scott Henry of Alliance Global Partners asked for the percentage of Quantum-Si's target market affected by NIH and U.S. academic funding issues, the drivers behind Q1 spending patterns, and the progress of the Avantor distribution partnership.

    Answer

    President and CEO Jeffrey Hawkins clarified that approximately 20% of the total global business is in the U.S. academic market and that 60% of instrument installations are outside the U.S. CFO Jeffry Keyes explained that while there is quarterly variability in spending, the company is on track to meet its full-year operating expense guidance of $103 million or less. Hawkins added that the Avantor partnership is progressing well, with their sales team trained and actively building sales funnels.

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    Scott Henry's questions to Myomo Inc (MYO) leadership

    Scott Henry's questions to Myomo Inc (MYO) leadership • Q1 2025

    Question

    Scott Henry inquired about the potential for quarterly pipeline additions to surpass 800, the reasons for a lower pipeline-to-authorization conversion rate, gross margin expectations for the rest of the year, and the confidence level in the full-year guidance given Q1's challenges.

    Answer

    CEO Paul Gudonis confirmed the analyst's thinking on the upward trajectory of pipeline adds was correct. CFO David Henry attributed the lower authorization conversion rate to the back-loading of pipeline adds in Q1 and persistent high denial rates from Medicare Advantage plans. He projected gross margins would dip slightly in Q2 before approaching 70% in the second half and reaffirmed full-year guidance, citing historical revenue cadence and increased marketing investments.

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    Scott Henry's questions to Myomo Inc (MYO) leadership • Q4 2024

    Question

    Scott Henry of AGP asked about the potential for future growth in patient pipeline additions, gross margin expectations for 2025, the anticipated quarterly OpEx run rate, and the overall outlook for the reimbursement environment.

    Answer

    CFO Dave Henry stated that pipeline additions must increase to meet the 2025 revenue guidance and that the company has not yet reached its peak. He projected 2025 gross margins to be around 70-71% and confirmed quarterly OpEx could exceed $10 million. CEO Paul Gudonis described the reimbursement environment as consistent, highlighting positives from Medicare Part B and new in-network contracts while acknowledging ongoing challenges with Medicare Advantage plans.

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    Scott Henry's questions to Myomo Inc (MYO) leadership • Q3 2024

    Question

    Scott Henry from Alliance Global Partners asked about the potential to grow new candidate additions beyond the current record, the outlook for 2025 revenue growth considering Q1 seasonality, and the long-term peak impact of the O&P channel.

    Answer

    CEO Paul Gudonis affirmed plans to continue growing the patient pipeline, citing early market penetration. CFO David Henry indicated that while formal 2025 guidance is pending, the company aims for revenue above the $40 million annualized run-rate and that recent advertising spend was intended to mitigate Q1 seasonality. Regarding the O&P channel, Gudonis described its potential as very large, with David Henry adding that a single partner like Hanger could represent thousands of units annually.

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    Scott Henry's questions to Myomo Inc (MYO) leadership • Q2 2024

    Question

    Scott Henry of AGP asked if the 70% gross margin is a new sustainable baseline, questioned whether backlog drops were higher than typical in Q2, and inquired about the potential impact of the upcoming election cycle on advertising costs and pipeline growth.

    Answer

    CFO David Henry confirmed that 70% is a good gross margin baseline with potential for expansion as more Medicare Advantage plans pay at Medicare rates and volume increases. He clarified that the Q2 backlog drop rate was around 18%, which is within the typical 15-20% range. CEO Paul Gudonis acknowledged that election years create advertising competition, leading them to increase spending now and potentially scale back later in the year, though they aim to maintain pipeline flow.

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