Analyst
BTIG
Equibles does not estimate personal net worth.
Marie Thibault is recorded as Analyst at BTIG. Marie Thibault has spoken on 13 earnings calls across 8 companies, most recently for Embecta Corp. on August 7, 2026. Those appearances were for Embecta Corp. (EMBC), Delcath Systems, Inc. (DCTH), iRhythm Holdings, Inc. (IRTC), Insulet Corp (PODD), Haemonetics Corp (HAE) and 3 other companies. The companies whose calls Marie Thibault spoke on are classified in the Healthcare sector.
“I wanted to start here to try to follow up on some of the discussion we had last quarter about competitive share shifts, low-cost competitors, and some of the pressures you were seeing with some of the regional players as well.”
“I wanted to ask a question here just sort of on the referral pathway and some of the efforts I know that you've been making on the commercial side. So, you know, wanted to understand how the referral network efforts have been progressing.”
“I just wanted to quick check in on the direct-to-patient marketing that you've started, I think, in some select zip codes. Can you give us an early read on what you're learning from those efforts, and should we expect that you'll plan to expand that program here in the quarters to come?”
“I just wanted to try to understand a little bit more what you're building in for potential competition coming, I think, late in the year and a little more detail on sort of the timeline for when some of these efforts in the Type 2 population might start to show up.”
“I wanted to ask a question here on one of the bright spots for your business, which has been the ICVTX segment. What are the products that are doing best? What are sort of the catalysts to look for in that business?”
BTIG
Analyst
Source not stated
EMBC
Medical Instruments & Supplies · Healthcare
PODD
Medical Devices · Healthcare
HAE
Medical Devices · Healthcare
ARAY
Medical Devices · Healthcare
