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    Catherine Ramsey • BTIG

    Catherine Ramsey's questions to Exact Sciences Corp (EXAS) leadership

    Catherine Ramsey's questions to Exact Sciences Corp (EXAS) leadership • Q4 2024

    Question

    Catherine Ramsey inquired about the drivers for the 2025 Screening revenue guidance, particularly the implied acceleration in the second half, and the company's confidence in its 2027 long-term outlook.

    Answer

    CEO Kevin Conroy highlighted key tailwinds including rescreens, care gap programs, and the Cologuard Plus launch. CFO Aaron Bloomer provided specifics, noting the rescreen-eligible pool is growing to 2 million patients and that Cologuard Plus will add a 2-point price lift, primarily in the second half. Bloomer reaffirmed confidence in the 2027 goals, stating the Cologuard Plus contribution will ramp significantly in 2026 and 2027.

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    Catherine Ramsey's questions to Exact Sciences Corp (EXAS) leadership • Q4 2024

    Question

    Catherine Ramsey inquired about the drivers behind the 2025 Screening guidance, particularly the expected acceleration in the second half, and the company's confidence in its 2027 long-term outlook.

    Answer

    CEO Kevin Conroy highlighted key tailwinds for 2025, including rescreens, care gap programs, and the Cologuard Plus launch. CFO Aaron Bloomer provided specifics, noting that the growing pool of rescreen-eligible patients, expanding care gap programs, and a 2-point price lift from Cologuard Plus (primarily in the second half) are the core building blocks for growth. Bloomer reaffirmed confidence in the 2027 targets, stating that the Cologuard Plus contribution will ramp significantly in 2026 and 2027.

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    Catherine Ramsey's questions to Mettler-Toledo International Inc (MTD) leadership

    Catherine Ramsey's questions to Mettler-Toledo International Inc (MTD) leadership • Q4 2024

    Question

    Catherine Ramsey of Baird inquired about the strong performance of the Services business and whether recent results increase confidence in hitting the high end of the 2025 guidance range. She also asked about potential impacts from the new U.S. administration beyond tariffs.

    Answer

    CEO Patrick Kaltenbach confirmed that the strong 2024 performance in Services, driven by growth acceleration programs and an expanded portfolio, gives him confidence in achieving the projected growth for 2025. Regarding the new administration, he stated that tariffs are the biggest potential impact and that Mettler-Toledo's agility in turbulent times presents an opportunity to gain market share.

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    Catherine Ramsey's questions to Revvity Inc (RVTY) leadership

    Catherine Ramsey's questions to Revvity Inc (RVTY) leadership • Q4 2024

    Question

    Catherine Ramsey questioned the flat 3-5% organic growth guidance throughout 2025, asking why an acceleration isn't assumed and what the path back to the long-term 6-8% target looks like. She also asked for specific growth expectations for the pharma and biotech customer segment for Q1 and the full year.

    Answer

    CEO Prahlad Singh explained that the steady forecast is a prudent measure given current market uncertainties, and if conditions improve, the company would readdress guidance later in the year. CFO Max Krakowiak declined to provide a specific growth breakdown for the pharma/biotech segment but noted it is the largest part of the Life Sciences business and will be the biggest driver of its performance, which is expected to be consistent throughout the year.

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