Sign in

    Steven Dechert • KeyBanc Capital Markets

    Steven Dechert's questions to LifeStance Health Group Inc (LFST) leadership

    Steven Dechert's questions to LifeStance Health Group Inc (LFST) leadership • Q1 2025

    Question

    Steven Dechert asked about the potential benefit to LifeStance from the expiration of relaxed rules for virtually prescribing controlled substances and the strategy behind its de novo center openings.

    Answer

    CEO Dave Bourdon said LifeStance would welcome the rule change, as its hybrid model is well-suited to meet a potential in-person visit requirement, which he views as clinical best practice. Regarding de novos, he explained they serve two purposes: replacing older, acquired centers and driving growth by entering new markets or adding capacity in existing ones.

    Ask Fintool Equity Research AI

    Steven Dechert's questions to LifeMD Inc (LFMD) leadership

    Steven Dechert's questions to LifeMD Inc (LFMD) leadership • Q4 2024

    Question

    Steven Dechert asked about the impact of expanding commercial insurance acceptance on new telehealth subscriber growth and patient retention. He also inquired about the market traction for LifeMD's non-GLP-1 weight loss treatment options.

    Answer

    Executive Justin Schreiber explained that the company is still building its insurance infrastructure to reach a critical mass of covered lives, which they project to be around 150 million by year-end. While the impact on subscriber growth is currently small, they are optimistic about its long-term potential. Regarding non-GLP-1 treatments, Schreiber noted that it is currently a small part of the business but is receiving more emphasis from providers and is expected to grow, particularly if access to affordable GLP-1 medications becomes more challenging for patients.

    Ask Fintool Equity Research AI

    Steven Dechert's questions to LifeMD Inc (LFMD) leadership • Q3 2024

    Question

    Steven Dechert asked about the key differentiators for LifeMD's weight management solution in a competitive market offering GLP-1 medications.

    Answer

    Executive Justin Schreiber highlighted three main differentiators: the quality of care provided through real, synchronous provider consults; the platform's ability to offer comprehensive virtual primary care beyond just weight management; and the comprehensiveness of the offering, which includes free nutrition consults and programs for sleep and wellness. He emphasized that LifeMD's vertically integrated platform is unique compared to competitors who often use third-party medical groups and asynchronous consults.

    Ask Fintool Equity Research AI

    Steven Dechert's questions to LifeMD Inc (LFMD) leadership • Q1 2024

    Question

    Steven Dechert questioned whether the 2025 financial guidance includes contributions from the new mental health and women's health verticals. He also sought to confirm if the success in the RexMD segment was primarily driven by its hormone replacement therapy (HRT) offering.

    Answer

    CFO Marc Benathen confirmed that the guidance does include the new verticals, but their contribution is currently de minimis, estimated at under $5 million combined. He clarified that the growth in RexMD is being driven by the men's HRT (testosterone) offering, which launched in late 2023 and is gaining significant traction, and is distinct from the company's separate women's health initiatives.

    Ask Fintool Equity Research AI

    Steven Dechert's questions to Abcellera Biologics Inc (ABCL) leadership

    Steven Dechert's questions to Abcellera Biologics Inc (ABCL) leadership • Q4 2024

    Question

    Steven Dechert of KeyBanc Capital Markets requested background on how the T-cell engager (TCE) platform partnership with AbbVie was established.

    Answer

    CEO Carl L. Hansen explained that AbCellera has invested significantly in its TCE platform for several years, creating what he believes is a best-in-class toolkit. The objective was to secure a major transaction with a large, committed partner. The deal with AbbVie was built upon a pre-existing, productive working relationship, fulfilling their goal of a foundational TCE transaction that could lead to deeper collaborations in the future.

    Ask Fintool Equity Research AI

    Steven Dechert's questions to Schrodinger Inc (SDGR) leadership

    Steven Dechert's questions to Schrodinger Inc (SDGR) leadership • Q4 2024

    Question

    Steven Dechert, on behalf of Scott Schoenhaus, asked about the factors customers consider when moving from on-premise to hosted software, the expected pace of this transition, and the level of demand for combined drug discovery and software arrangements.

    Answer

    CFO Geoffrey Porges projected a continued 5-7 percentage point annual increase in hosted revenue's share. CEO Ramy Farid clarified that 'hosted' primarily means hosting the license server for seamless delivery. President of R&D, Therapeutics, Karen Akinsanya, confirmed strong demand for combination deals, which allow partners to see the platform's value firsthand.

    Ask Fintool Equity Research AI