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    Steve Valiquette

    Managing Director and Senior Equity Research Analyst at Mizuho Financial Group, Inc.

    Steve Valiquette is a Managing Director and Senior Equity Research Analyst at Mizuho Financial Group, specializing in Health Care Technology and Distribution. He covers a range of publicly traded healthcare companies including Cardinal Health, Doximity, Solventum, Brookdale Senior Living, Owens & Minor, and Anywhere Real Estate, with a track record of issuing nearly 700 stock recommendations and meeting his price targets approximately 66% of the time and yielding an average upside of over 18%. Valiquette brings over 25 years of experience, having previously served as Managing Director at Barclays and frequently ranking among the top five analysts in his field by Institutional Investor. He holds active professional credentials as registered with FINRA.

    Steve Valiquette's questions to Talkspace (TALK) leadership

    Steve Valiquette's questions to Talkspace (TALK) leadership • Q2 2025

    Question

    Steve Valiquette of Mizuho noted that managed care companies are reporting higher behavioral health costs and asked if Talkspace is seeing new efforts from commercial payers to manage this trend and how Talkspace is positioned in that context.

    Answer

    CEO Jon Cohen clarified that Talkspace is positioned as part of the solution for payers, not a target for cost-cutting. He explained that the platform offers a lower-cost option for care compared to many traditional providers. While risk-based contracts have been discussed, he sees Talkspace as a key partner for payers to manage mental health costs effectively.

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    Steve Valiquette's questions to Talkspace (TALK) leadership • Q2 2025

    Question

    Steve Valiquette of Mizuho asked about the trend of managed care companies citing higher behavioral health costs and whether Talkspace sees a risk of payers aggressively managing utilization in the commercial market.

    Answer

    CEO Jon Cohen positioned Talkspace as part of the solution for payers, highlighting that the platform is a lower-cost option compared to many traditional providers. He added that Talkspace is open to value-based and risk-based contracts to help payers manage costs, though the market is not yet broadly ready for risk in mental health.

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