Kevin Caliendo

Coverage

Companies whose earnings calls Kevin Caliendo asked questions on (from Lician's transcripts).

• CORCencora, Inc.
• MDLNMedline Inc.
• SDGRSchrodinger, Inc.
• ALGNALIGN TECHNOLOGY INC

Questions on earnings calls

1. COR earnings call · Cencora, Inc.Nov 4, 2026 · 1 question
   • 1:04:54

     “Just a couple of things. I just want to understand the inputs into 2027. One oncology profitability that the run rate that you had for Fiscal 4Q, is that the run rate going forward or did you assume that there would be improving one oncology profitability in Fiscal 27 versus the…”

2. MDLN earnings call · Medline Inc.Nov 4, 2026 · 1 question
   • 23:29

     “This is Andrea Alfonso in for Kevin. So I appreciate, you know, the updates on the inputs for the second half cost base. So I guess, you know, last quarter you talked about the 200 million in incremental costs, framing sort of what would be temporary versus structural. You now…”

3. SDGR earnings call · Schrodinger, Inc.Nov 4, 2026 · 1 question
   • 30:29

     “I first wanted to ask. You asked about drug discovery revenues and I think you've had a couple of guidance raises because of some milestone payments through the year. The most recent one being from Structure. My question is really, you know, how can we model the drug discovery?…”

4. ALGN earnings call · ALIGN TECHNOLOGY INCOct 28, 2026 · 1 question
   • 1:03:43

     “.. Thank you for taking my question. Joe, good luck with everything going forward in case our paths don't cross again. I wanted to talk about the mouth guard a little bit because it's certainly interesting. Is this a product that do you anticipate distributing through like a…”

Quotes are machine transcriptions of the official webcast (Whisper) and may contain errors; the timestamp opens the call at that moment.

UBS rating actions on these stocks

From news headlines Lician stores, each linked to its source. A headline names the firm; it may not name Kevin Caliendo. We do not use licensed rating databases.