RE:CC transcript Sounds like Q3 guidance is conservative to me...
Brooks O’Neil
Great, and would you say—and maybe just following up on the last set of questions, would you say your guidance, does it feel conservative to you, or do you think it's a realistic guidance for the back half given what you're seeing in the marketplace now?
Todd Zehnder
Well, it feels realistic right now, Brooks. I mean, obviously, the pandemic changes every day. We all know that, so we have to factor that into our expectations. With that said, June was the highest month of patient upload—or for—I'm talking vent specifically—patient uploads since the pandemic began, and July outpaced that probably by about 3%, so July is the highest patient upload that we've seen, I think, since either January 2020 or December 2019, so those are very positive trends. If you stack up 5% patient growth—I'm not saying we're going to do that in the third quarter, necessarily, but seeing that in the second quarter, that gets you back in line to our historical numbers when you start going like that sequentially. So, we put a lot of different factors into our guidance. I'm not saying it's sandbagging by any means. We just have to factor in the surges that are happening around the country right now, which we hope are going to be, I guess, under control with some of the precautionary measures that are being taken.