COR
Medical Distribution · Healthcare
Analyst
Mizuho Securities
Equibles does not estimate personal net worth.
Stephen Valiquette is recorded as Analyst at Mizuho Securities. Stephen Valiquette has spoken on 13 earnings calls across 7 companies, most recently for GoodRx Holdings, Inc. on August 6, 2026. Those appearances were for Cencora, Inc. (COR), Veeva Systems Inc (VEEV), Healthequity, Inc. (HQY), GoodRx Holdings, Inc. (GDRX), Doximity, Inc. (DOCS) and 2 other companies. The companies whose calls Stephen Valiquette spoke on are classified in the Healthcare sector.
“So I know that more of the company's overall growth may be tied more heavily to brand drugs these days, but it is worth noting for the overall U.S. market that really calendar 2Q26 represented one of the strongest quarters ever for new first-time generic drug launches.”
“I guess for us, just coming back to the healthcare utilization questions for a moment, I guess, aside from your commentary about the low health care utilization trends of the internal health equity employees in the quarter, I guess with more of a growing view in the investment community that we could see just a…”
“I guess also for us, you know, talking, continuing on this dialogue around the revenue outlook for digital marketing spend over the next year or so.”
“I just had a question just around the renewal and or expansion of the Patterson Agreement. I definitely appreciate you can't go into details on new contract terms, et cetera.”
“So I guess I just want to follow up on your positive comments about remaining optimistic on the new account growth in the fiscal fourth quarter, and that's kind of grounded on the work you're doing with employers.”
Mizuho Securities
Analyst
Transcript header (unverified)
COR
Medical Distribution · Healthcare
VEEV
Health Information Services · Healthcare
Health Information Services · Healthcare
Health Information Services · Healthcare
DOCS
Health Information Services · Healthcare
XRAY
Medical Instruments & Supplies · Healthcare
MCK
Medical Distribution · Healthcare