Sign in

    Steve Lichtman

    Managing Director and Senior Equity Analyst at Oppenheimer & Co. Inc.

    Steve Lichtman is a Managing Director and Senior Equity Analyst at Oppenheimer & Co. Inc., specializing in medical devices and healthcare equity research. He covers companies including Penumbra, Stryker Corp, and Dexcom, and maintains a strong performance with a 100% success rate, a 3.02% average return, and ranking 2,663 out of 4,853 analysts on StockAnalysis. Lichtman brings over 20 years of sell-side experience, having previously served at JMP Securities, Banc of America Securities, Credit Suisse First Boston, and Schroder & Company. He holds a B.A. in Economics and Public Policy Studies from Duke University, an M.B.A. from NYU Stern School of Business, and meets professional analyst registration requirements.

    Steve Lichtman's questions to STRYKER (SYK) leadership

    Steve Lichtman's questions to STRYKER (SYK) leadership • Q2 2025

    Question

    Steve Lichtman of Oppenheimer & Co. Inc. asked about the impact of salesforce changes at Inari on its expected revenue contribution. He also inquired about the timing and cadence of the $175 million tariff impact in the second half of the year.

    Answer

    Chair & CEO Kevin Lobo stated that despite some sales rep turnover from implementing non-competes, Stryker is not calling down its full-year revenue expectation for Inari, which remains around $590 million for the 10-month ownership period. VP & CFO Preston Wells confirmed the tariff impact will be back-end loaded, flowing through inventory onto the P&L more significantly in Q3 and Q4.

    Ask Fintool Equity Research AI

    Steve Lichtman's questions to DEXCOM (DXCM) leadership

    Steve Lichtman's questions to DEXCOM (DXCM) leadership • Q2 2025

    Question

    Steve Lichtman from Oppenheimer & Co. Inc. asked for more detail on the strong international performance in the quarter and the growth catalysts for the business outside of the U.S.

    Answer

    EVP & CFO Jereme Sylvain attributed the growth to strong new patient additions, driven by expanded coverage for Dexcom OnePlus in markets like France and new coverage wins in Canada for all insulin users. He highlighted future opportunities in gaining deeper penetration in established markets like Japan and Germany and expanding into emerging markets.

    Ask Fintool Equity Research AI

    Steve Lichtman's questions to ANGIODYNAMICS (ANGO) leadership

    Steve Lichtman's questions to ANGIODYNAMICS (ANGO) leadership • Q4 2025

    Question

    Steve Lichtman of Oppenheimer & Co. Inc. asked for a breakdown of growth expectations for FY26 within the MedTech segment, specifically for Mechanical Thrombectomy, Auryon, and NanoKnife. He also inquired about the expected contribution from Auryon outside the U.S. and sought details on the FY26 gross margin guidance, including tariff offsets and the timing of benefits from outsourcing initiatives.

    Answer

    EVP and CFO Steve Trowbridge projected Auryon growth in the mid-teens, with Mechanical Thrombectomy expected to be the strongest growth driver. He noted NanoKnife will see continued disposable adoption but a potential step back in capital sales. Regarding gross margins, Trowbridge confirmed the guidance includes known tariff impacts and mitigation efforts, and that benefits from the manufacturing transfer plan, which began in FY25, will ramp up in the back half of FY26 with the full impact realized in FY27.

    Ask Fintool Equity Research AI

    Steve Lichtman's questions to LEAP THERAPEUTICS (LPTX) leadership

    Steve Lichtman's questions to LEAP THERAPEUTICS (LPTX) leadership • Q1 2015

    Question

    Steve Lichtman from Oppenheimer and Company questioned if the DFU study could be submitted to the FDA on a rolling basis ahead of the VLU study and asked about the timeline for establishing commercial manufacturing capabilities.

    Answer

    President and CEO Nissim Mashiach stated that based on prior FDA discussions, both the DFU and VLU studies must be complete to file the BLA. Regarding manufacturing, he noted that the company is scouting locations on the East Coast and expects the facility to be operational in time for the BLA submission in the second half of 2016.

    Ask Fintool Equity Research AI

    Steve Lichtman's questions to MCUR leadership

    Steve Lichtman's questions to MCUR leadership • Q4 2014

    Question

    An analyst representing Steve Lichtman of Oppenheimer inquired which data points from the MOA study were most positively surprising to physicians. They also asked if the accelerated VLU timeline could move up the BLA submission, and requested updates on reimbursement strategy and the timing for building the new manufacturing facility.

    Answer

    CMO Mike Molyneaux stated that physicians were most excited by CureXcell's potent angiogenic capabilities and its ability to produce robust granulation tissue and collagen, mimicking normal healing. President & CEO Nissim Mashiach confirmed the BLA submission target remains H2 2016. He noted that reimbursement discussions with CMS will begin after the DFU data is available in October, and that construction of the new manufacturing facility is planned to start in 2015 for completion in early 2016.

    Ask Fintool Equity Research AI