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Outset Medical, Inc. (OM) Presents at Morgan Stanley 23rd Annual
Seeking Alpha· 2025-09-10 21:41
Question-and-Answer SessionMaybe to kick off, it would be great to get some overview on the history of Outset and how you guys have evolved since the IPO. A lot has changed over that time period. So maybe if you could provide investors some color on that to get started.Leslie TriggPresident, CEO & Chairman Sure. I'm happy to. Well, thanks again for having us. Maybe I'll take a quick step back and then kind of take a step forward. But the quick step back on what has not changed. We still operate in one of th ...
Outset Medical, Inc. (OM) Presents At Morgan Stanley 23rd Annual Global Healthcare Conference Transcript
Seeking Alpha· 2025-09-10 21:41
Question-and-Answer SessionMaybe to kick off, it would be great to get some overview on the history of Outset and how you guys have evolved since the IPO. A lot has changed over that time period. So maybe if you could provide investors some color on that to get started.Leslie TriggPresident, CEO & Chairman Sure. I'm happy to. Well, thanks again for having us. Maybe I'll take a quick step back and then kind of take a step forward. But the quick step back on what has not changed. We still operate in one of th ...
Top 3 Health Care Stocks That Are Preparing To Pump This Month
Benzinga· 2025-08-11 20:01
The RSI is a momentum indicator, which compares a stock's strength on days when prices go up to its strength on days when prices go down. When compared to a stock's price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro. Here's the latest list of major oversold players in this sector, having an RSI near or below 30. Exact Sciences Corp EXAS The most oversold stocks in the hea ...
Outset Medical (OM) FY Earnings Call Presentation
2025-06-18 16:49
业绩总结 - 2024年预计收入为73亿美元,非GAAP毛利率和现金状况将有所改善[3] - 公司预计未来的经常性收入将超过60%并有望持续增长[85] - 预计到2025年将实现现金流平衡[89] 用户数据 - 美国终末期肾病(ESRD)患者的年支出为730亿美元,其中410亿美元由医疗保险支付[13] - 预计到2030年,肾透析患者将达到60万人,年透析治疗次数为9000万次[15] - 60%的医院住院透析病例导致负运营利润,平均损失在5000美元至25000美元之间[42] 新产品和新技术研发 - Tablo技术旨在降低透析的成本和复杂性,推动透析交付方式的变革[28] - Tablo设备的每次治疗成本约为300美元,潜在节省可达50%-80%[49] - 在ICU中,使用Tablo可减少每次治疗的成本约50美元,ICU透析总成本减少100万美元[53] - Tablo在急性护理环境中每年提供超过100万次治疗,培训超过1万名护士和1000名医生[59] 市场扩张 - 美国市场的总可寻址市场(TAM)为114亿美元,其中急性和后急性市场为25亿美元,家庭市场为89亿美元[35] - 每台控制台的年度收入为15,000美元,急性护理为20,000美元[88] 融资与财务策略 - 预计2025年1月的股权融资总收益为1.69亿美元[90] - 公司计划通过知名投资者进行融资,减少资产负债表上的债务[90] - 新债务设施的到期时间延长5年[90] - 预计2025年初的现金及现金等价物、受限现金和短期投资总额为2.1亿美元[90] 未来展望 - 预计第一年净节省为45万美元,每次治疗净节省550美元[52] - 急性护理市场预计年透析治疗次数为9000万次[15]