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    Conor McNamara • RBC Capital Markets

    Conor McNamara's questions to QuidelOrtho Corp (QDEL) leadership

    Conor McNamara's questions to QuidelOrtho Corp (QDEL) leadership • Q2 2025

    Question

    Conor McNamara of RBC Capital Markets sought clarification on the revenue guidance adjustments and asked about the go-to-market strategy for the Lex Diagnostics molecular platform, including target customers and sales channels. He also questioned if there was an opportunity to gain share from recent competitor disruption.

    Answer

    CFO Joseph Busky clarified that the revenue guidance is unchanged because the lower COVID-19 forecast is offset by a neutral foreign exchange impact. CEO Brian Blaser detailed the Lex platform's compelling value proposition and stated the commercial launch would utilize both legacy Quidel and Ortho sales teams. He also confirmed the company would seek to capitalize on any market disruptions.

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    Conor McNamara's questions to QuidelOrtho Corp (QDEL) leadership • Q3 2024

    Question

    On behalf of Conor McNamara, an analyst asked about potential opportunities from China's equipment stimulus and the dynamics of the instrument replacement cycle for the immunohematology business heading into 2025.

    Answer

    CFO Joe Busky noted that while the China stimulus could be a tailwind, it is too early to quantify its impact. Regarding instrument replacements, he emphasized the company's very high customer retention rates and positive new business win/loss ratio, which support the stability and growth of the underlying business.

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    Conor McNamara's questions to Sophia Genetics SA (SOPH) leadership

    Conor McNamara's questions to Sophia Genetics SA (SOPH) leadership • Q2 2025

    Question

    Conor McNamara of RBC Capital Markets asked about the rationale behind drawing the $35 million revolver and questioned if it signaled a step-up in expenses. He also inquired about the adoption trends for the MSK Access application in the U.S., specifically the timeline from signing to revenue recognition.

    Answer

    EVP & CFO George Cardoza stated the debt was drawn to strengthen the balance sheet and provide liquidity to support accelerating growth, bringing the cash balance to nearly $95 million. Co-Founder and CEO Jurgi Camblong and President Ross Muken added that MSK Access adoption is strong, with 50 customers globally, and the first U.S. cohort is beginning to come online, which they expect to be a major growth driver.

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    Conor McNamara's questions to Sophia Genetics SA (SOPH) leadership • Q1 2025

    Question

    Conor McNamara from RBC Capital Markets questioned the sustainability of Q1's strong gross margins, the contribution of large biopharma contracts to guidance, and whether customer CapEx constraints present a medium-term opportunity for SOPHiA's SaaS model.

    Answer

    CFO George Cardoza acknowledged that Q1 gross margin was favorably high due to a positive mix and some one-time items, but stated margins would still improve year-over-year. Regarding biopharma, he confirmed the 2025 guidance assumes flat revenue from this segment, with significant benefits expected in 2026. President Ross Muken and CEO Jurgi Camblong added that while customer budgets are currently healthy, the need to maximize the ROI on new, high-throughput sequencers is driving demand for SOPHiA's broad menu of applications, creating a net positive dynamic.

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    Conor McNamara's questions to Hologic Inc (HOLX) leadership

    Conor McNamara's questions to Hologic Inc (HOLX) leadership • Q2 2025

    Question

    Conor McNamara inquired about the proportion of Diagnostics revenue derived from reagent rental contracts and whether these contracts include price escalators. He also asked about the penetration rate of the Panther Fusion system and associated customer ordering patterns.

    Answer

    CFO Karleen Oberton explained that the majority of the molecular business operates on a reagent rental model with 3- to 5-year contracts that typically have fixed pricing. She noted that about one-third of customers now have Fusion capability. CEO Stephen MacMillan added that driving Fusion adoption into the installed base of Panther systems is a key growth driver for the next five years, as it opens up menu expansion opportunities.

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    Conor McNamara's questions to OmniAb Inc (OABI) leadership

    Conor McNamara's questions to OmniAb Inc (OABI) leadership • Q3 2024

    Question

    Conor McNamara asked about the development and customer adoption of single-domain antibodies via OmniChicken and questioned the rationale for the recent ATM offering, specifically whether it was to fill a revenue shortfall or serve as a strategic safety net.

    Answer

    CEO Matt Foehr highlighted that the OmnidAb technology (single-domain antibodies) is a significant driver for new partners, opening up possibilities in CNS, radiotherapy, and infectious diseases. CFO Kurt Gustafson clarified the ATM was a prudent, forward-looking measure to add a 'cushion' to the balance sheet for strategic flexibility amid industry volatility, not to cover a specific near-term shortfall.

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    Conor McNamara's questions to Illumina Inc (ILMN) leadership

    Conor McNamara's questions to Illumina Inc (ILMN) leadership • Q3 2024

    Question

    Conor McNamara asked for a breakdown of the approximately $20-25 million full-year revenue guidance reduction, questioning if it was entirely from instruments and which segments were most affected.

    Answer

    CFO Ankur Dhingra explained the change was due to a variable pace of instrument deal closures. For modeling, he suggested allocating the reduction roughly one-third each to Instruments, Consumables, and Services, noting that some CDx-related service milestones were also delayed into the next year.

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    Conor McNamara's questions to Bio-Techne Corp (TECH) leadership

    Conor McNamara's questions to Bio-Techne Corp (TECH) leadership • Q2 2024

    Question

    Conor McNamara asked about the incremental revenue opportunity as cell therapy programs advance to late-stage trials and inquired about the performance of the Wilson Wolf business.

    Answer

    CEO Kim Kelderman estimated that order sizes roughly double with each clinical stage advancement. CFO Jim Hippel reported that Wilson Wolf's growth was consistent with Bio-Techne's cell therapy business and highlighted its bright future, with forecasts from just three of its five commercialized customers expected to drive very strong double-digit growth in calendar 2025.

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