Ryan
Analyst
Mizuho
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About Ryan
Ryan is recorded as Analyst at Mizuho. Ryan has spoken on 3 earnings calls across 3 companies, most recently for Palvella Therapeutics, Inc. on August 4, 2026. Those appearances were for Palvella Therapeutics, Inc. (PVLA), USA Compression Partners, LP (USAC) and Watsco Inc (WSO). The companies whose calls Ryan spoke on are classified in the Healthcare, Energy and Industrials sectors.
Ryan on recent calls
“Maybe just the first question focusing on angioperatomas, maybe for Jeff. Jeff, can you talk a little bit about how LOAD2 is coming along and maybe talk a little bit about some of the overlap in both the etiology and the symptomology in angiokeratomas relative to the more advanced programs in MLM and CBMs?”
“So my first question is around, how are you thinking about refinancing or terming out the amounts currently drawn on the revolver, particularly given the current interest rate environment?”
“You said OEM pricing in 26 has normalized to historical trends. Does that mean roughly, you know, 2% to 3% annual increases from your primary OEM partners? And kind of how does that compare to your own realized ASP growth in the quarter?”
Affiliation history
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Mizuho
Analyst
Transcript header (unverified)
Current
Company network
Oil & Gas Equipment & Services · Energy
1 appearance
Latest appearance 2026-08-04
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Watsco Inc
WSO
Industrial Distribution · Industrials
1 appearance
Latest appearance 2026-07-29
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