Analyst
Leerink Partners
Equibles does not estimate personal net worth.
Mike Kratky is recorded as Analyst at Leerink Partners. Mike Kratky has spoken on 7 earnings calls across 6 companies, most recently for Tandem Diabetes Care Inc on August 6, 2026. Those appearances were for NeuroPace Inc (NPCE), Tandem Diabetes Care Inc (TNDM), PROCEPT BioRobotics Corp (PRCT), Axogen, Inc. (AXGN), Dexcom Inc (DXCM) and 1 other company. The companies whose calls Mike Kratky spoke on are classified in the Healthcare sector.
“Maybe just to follow up on Matt's question earlier on the confidence in maintaining that 20% of U.S. shipments through the pharmacy this year, I mean, it would seemingly require a fairly major step up for 3Q and 4Q. So just curious in terms of the quarterly cadence between 3Q and 4Q that's built into your expectations…”
“Understood, and maybe just a follow-up, but in terms of the difference in utilization you're seeing for hydro systems placed under the sales team versus not, can you help kind of quantify what that difference looks like and what seems to be driving that success?”
“So, first, you had some really encouraging updates on achieving new all-time highs in active prescribers, accounts, patient pipeline.”
“Thanks for taking our questions, and congrats on the really nice quarter and recent progress. You know, maybe just to follow up on PROS-8 quickly.”
“To start, let me just say I'm immensely grateful for all the additional disclosures you're providing moving forward, so massively appreciate that. Really impressive R&S growth this quarter.”
Leerink Partners
Analyst
Transcript header (unverified)
NPCE
Medical Devices · Healthcare
AXGN
Medical Devices · Healthcare
DXCM
Medical Devices · Healthcare
PODD
Medical Devices · Healthcare
