TDOC
Health Information Services · Healthcare
Analyst
Cowen
Analyst
TD Cowen
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Charles Rhyee is recorded as Analyst at Cowen and Analyst at TD Cowen. Charles Rhyee has spoken on 8 earnings calls across 7 companies, most recently for Medpace Holdings, Inc. on July 23, 2026. Those appearances were for Teladoc Health, Inc. (TDOC), Medpace Holdings, Inc. (MEDP), Medline Inc. (MDLN), Cigna Group (CI), BrightSpring Health Services, Inc. (BTSG) and 2 other companies. The companies whose calls Charles Rhyee spoke on are classified in the Healthcare sector.
“And maybe just a follow-up then, maybe, Kevin, just from a modeling perspective then, should we think back to maybe two years ago what the backlog conversion rate, and I would assume backlog conversion rate would just fall out naturally because of the mix, because the oncology trials are longer in duration?”
“You know, if we're walking through sort of the guidance here, you know, obviously you're raising organic revenue, you're maintaining adjusted HEPA dot guide. It appears that maybe we saw fast and expect decline implementations, which benefits revenue, but may be true of higher OPEX.”
“And first, let me echo congrats to the both of you going forward here.”
“Maybe just follow up from Whit's question and just at least thinking through for the segments related to the overall EBITDA guidance. Obviously, with the provider segment, we're going to add in sort of the 30 million contribution from the Metasys transaction here.”
“You know, Brett or Brian, I just wanted to ask, you know, obviously strong results here And, you know, you saw accelerating core growth in both North America Pharma and Oncology and multi-specialty by our estimates here.”
Cowen
Analyst
Source not stated
TD Cowen
Analyst
Source not stated
TDOC
Health Information Services · Healthcare
MDLN
Medical Instruments & Supplies · Healthcare
CI
Healthcare Plans · Healthcare
Health Information Services · Healthcare
MCK
Medical Distribution · Healthcare
VEEV
Health Information Services · Healthcare