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    Stacy Lee

    Research Analyst at Stifel

    Stacy Lee is a Research Analyst at Stifel specializing in equity research and investment analysis, with a focus on the biopharmaceutical and health technology sectors. Lee has covered companies such as So-Young International and Evofem Biosciences, participating in earnings calls and actively engaging with management teams. With demonstrated expertise in analyzing growth strategies and operational performance, Lee brings a data-driven approach to coverage, though performance metrics such as ranking or average return are not publicly disclosed. Stacy Lee's professional background is centered at Stifel, and detailed information regarding FINRA registration or securities licenses has not been published.

    Stacy Lee's questions to So-Young International (SY) leadership

    Stacy Lee's questions to So-Young International (SY) leadership • Q3 2024

    Question

    Stacy Lee asked about the strategic direction for the traditional POP (Platform-as-a-Service) business, noting its recent decline amid the company's expansion into physical clinics.

    Answer

    CEO Xing Jin, via an interpreter, affirmed that the POP business remains a critical component of their strategy, comparing it to JD.com's hybrid model of self-operated and third-party services. He explained that the new clinics are designed to become traffic drivers, which will in turn attract more third-party institutions to the platform. He also highlighted a shift to a performance-based service fee model and noted that institutional ROI and user conversion rates on the platform were already showing improvement.

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    Stacy Lee's questions to Evofem Biosciences (EVFM) leadership

    Stacy Lee's questions to Evofem Biosciences (EVFM) leadership • Q2 2022

    Question

    Stacy Lee of Stifel, on behalf of Annabel Samimy, asked for metrics on the VitaCare partnership's impact on prescription fulfillment and inquired about the company's strategy for Phexxi's STI profile following the EVOGUARD trial, especially in light of the renewed focus on contraception.

    Answer

    CFO Jay File reported a successful pilot of the VitaCare partnership, which was fully rolled out on August 1st with extremely favorable feedback. Chief Commercial Officer Katherine Atkinson added that 53% of prescriptions in the pilot were already approved. CEO Saundra Pelletier explained that the strategy for the STI indication is to expand Phexxi's label via a supplemental New Drug Application (sNDA), creating a powerful product with contraceptive, lubricating, and STI prevention benefits, which she believes is more advantageous than a separate product.

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    Stacy Lee's questions to Evofem Biosciences (EVFM) leadership • Q1 2022

    Question

    Stacy Lee, on behalf of Annabel Samimy at Stifel, inquired about how VitaCare's patient engagement differs from the previous provider, how assistance is provided for patients without coverage, and for an update on ex-U.S. partnership discussions.

    Answer

    CEO Saundra Pelletier described the new VitaCare relationship as a 'white glove' service with a more engaged, full-circle interface with both patients and providers to improve fulfillment and grow the patient base. On ex-U.S. partnerships, she emphasized that the new Head of Business Development, Karina Fedasz, is focused on securing a deal with the right terms, including significant upfront and milestone payments, as previous offers were inadequate. She also noted the STI data timeline remains on track for October.

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