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    Stan Berenshteyn • Wells Fargo

    Stan Berenshteyn's questions to Doximity Inc (DOCS) leadership

    Stan Berenshteyn's questions to Doximity Inc (DOCS) leadership • Q1 2026

    Question

    Stan Berenshteyn of Wells Fargo Securities asked if the free AI Scribe could pressure gross margins with high utilization and whether pharma clients are using the portal for more frequent budget adjustments.

    Answer

    CEO Jeff Tangney assured that Scribe costs are minimal, at 'pennies per visit,' due to falling technology prices, posing no threat to margins. VP of IR Perry Gold clarified that the portal is primarily a sales enablement tool used by Doximity's team to propose deals and upsells efficiently, rather than a tool for clients to make intra-quarter budget changes.

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    Stan Berenshteyn's questions to GoodRx Holdings Inc (GDRX) leadership

    Stan Berenshteyn's questions to GoodRx Holdings Inc (GDRX) leadership • Q2 2025

    Question

    Stan Berenshteyn of Wells Fargo asked about the drivers for the decline in subscription revenue, focusing on the GoodRx Gold program, and whether new offerings like the erectile dysfunction (ED) subscription were providing an offset.

    Answer

    CEO Wendy Barnes acknowledged the decline in the Gold program but positioned it within a strategic pivot towards more targeted, condition-specific subscriptions. She expressed satisfaction with the early results of the new ED offering and announced plans to expand into weight loss and hair loss by year-end, leveraging the platform's large user base to return the category to growth.

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    Stan Berenshteyn's questions to GoodRx Holdings Inc (GDRX) leadership • Q2 2025

    Question

    Stan Berenshteyn from Wells Fargo Securities inquired about the decline in subscription revenue, specifically asking about the performance of the Gold subscription and any offsetting impact from the new erectile dysfunction (ED) subscription.

    Answer

    CEO Wendy Barnes acknowledged the decline in the Gold program but positioned it as part of a strategic shift towards more focused, condition-specific subscriptions. She noted positive early results from the new ED offering and plans to launch additional subscriptions for weight loss and hair loss by year-end, leveraging GoodRx's large existing user base to return the category to growth.

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    Stan Berenshteyn's questions to Omnicell Inc (OMCL) leadership

    Stan Berenshteyn's questions to Omnicell Inc (OMCL) leadership • Q2 2025

    Question

    Stan Berenshteyn from Wells Fargo inquired about the demand environment for IV compounding solutions and requested an update on the timeline for the full release of the upgraded compounding robot.

    Answer

    Randall Lipps, Founder, Chairman, President & CEO, announced that the fourth and final phase of the IV product's upgrade is complete, making it ready for a full launch. He noted that momentum is building with a growing pipeline and backlog, and highlighted strong customer referenceability, positioning Omnicell as a key player in this market.

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    Stan Berenshteyn's questions to Healthequity Inc (HQY) leadership

    Stan Berenshteyn's questions to Healthequity Inc (HQY) leadership • Q1 2026

    Question

    Stan Berenshteyn from Wells Fargo asked if the company's forward contracts on interest rates retain any upside if rates move higher. He also questioned how accretive the proposed HSA legislation might be to the current pace of new account growth.

    Answer

    CFO James Lucania clarified that the forward contracts effectively lock in a rate on the hedged portion, so there is no further upside; the strategy is to de-risk the maturity wall, not speculate. Founder & Vice Chairman Dr. Stephen Neeleman responded that while the direct impact on new accounts is unknown, the legislation's broader value is in making HSAs more attractive to employers, which could drive wider adoption.

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    Stan Berenshteyn's questions to Veeva Systems Inc (VEEV) leadership

    Stan Berenshteyn's questions to Veeva Systems Inc (VEEV) leadership • Q1 2026

    Question

    Stan Berenshteyn of Wells Fargo Securities asked if Veeva is seeing any signs of biopharma commercial activity being pulled forward into the first half of the year, particularly within Crossix. He also requested an update on the adoption and momentum of the Compass data products.

    Answer

    CEO Peter Gassner stated he has not seen any particular pull-forward in Crossix, but rather a consistent trend of customers building their digital marketing capabilities. Regarding Compass, he said it's doing well, adding 10 brands in the quarter, but noted that the prescriber and national products are still in the early adopter phase and not yet at scale.

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