Health Information Services · Healthcare
David Larson
Analyst
BTIG
Equibles does not estimate personal net worth.
About David Larson
David Larson is recorded as Analyst at BTIG. David Larson has spoken on 44 earnings calls and 1 other investor event across 20 companies, most recently for Omada Health, Inc. on September 10, 2026. Those appearances were for Simulations Plus, Inc. (SLP), LifeStance Health Group, Inc. (LFST), LifeMD, Inc. (LFMD), Medline Inc. (MDLN), BrightSpring Health Services, Inc. (BTSG) and 15 other companies. The companies whose calls David Larson spoke on are classified in the Healthcare and Technology sectors.
David Larson on recent calls
“Can you just maybe talk a little bit more about how you're going to get to that 30% EBITDA margin and what sort of margin expansion we should look for on a year-to-year basis?”
“Can you please repeat what the sort of pure organic revenue growth rate number was?”
“Can you maybe talk a little bit more about your relationships with the big PBMs? And also, what portion of your members now would you consider to be GLP-1 members?”
“Can you maybe talk a little bit about the Nevada and Oregon expansions? How did that come about? Those sound like solid wins. What does the membership look like, the incremental revenue contribution?”
“I was just wondering if you could provide some updated thoughts on cost and volume trends in the quarter, maybe compared to last quarter or a year ago, and whether you've seen any notable pockets of higher acuity and any notable shifts in the acuity mix?”
Affiliation history
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BTIG
Analyst
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Current
Company network
Medical Care Facilities · Healthcare
LFMD
Health Information Services · Healthcare
MDLN
Medical Instruments & Supplies · Healthcare
Health Information Services · Healthcare
Health Information Services · Healthcare
VEEV
Health Information Services · Healthcare
OMDA
Health Information Services · Healthcare
Health Information Services · Healthcare
Health Information Services · Healthcare
PGNY
Healthcare Plans · Healthcare
Medical Care Facilities · Healthcare
OMCL
Health Information Services · Healthcare
ASTH
Medical Care Facilities · Healthcare
Software - Infrastructure · Technology
DOCS
Health Information Services · Healthcare
Drug Manufacturers - Specialty & Generic · Healthcare
DCGO
Medical Care Facilities · Healthcare
TDOC
Health Information Services · Healthcare
Medical Care Facilities · Healthcare