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    Curtis Moiles

    Research Analyst at BNP Paribas

    Curtis Moiles is an Equity Research Analyst at Exane BNP Paribas, specializing in healthcare sector coverage. He has covered companies such as GB:0QLQ and has issued ratings with a 50% success rate and an average return of -9.3% on TipRanks, indicating a mixed performance track record. Moiles began his career prior to his current appointment at BNP Paribas, where he continues to focus his research and recommendations within healthcare equities. He holds an analyst role, but no public records of FINRA registration or securities licenses and no major industry recognitions are listed.

    Curtis Moiles's questions to Stevanato Group S.p.A. (STVN) leadership

    Curtis Moiles's questions to Stevanato Group S.p.A. (STVN) leadership • Q2 2025

    Question

    Curtis Moiles of BNP Paribas Exane inquired about the 2026 outlook for the Engineering segment, the timeline for footprint expansion in Italy, and the current state of vial order patterns, lead times, and manufacturing utilization.

    Answer

    CFO Marco Dal Lago noted it was too early for 2026 guidance but expects a positive trajectory for Engineering. CEO Franco Stevanato detailed the ongoing footprint optimization, creating centers of excellence. Regarding vials, Stevanato described a gradual market normalization throughout 2025, as some clients still work through inventory while others are back to pre-pandemic levels.

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    Curtis Moiles's questions to Stevanato Group S.p.A. (STVN) leadership • Q3 2024

    Question

    Curtis Moiles of BNP Paribas Exane asked about the moving parts within the wide Q4 revenue guidance range and whether the expected pickup in vial orders would impact Q4 revenue or be delayed until 2025.

    Answer

    CFO Marco Dal Lago specified that the expected Q4 improvement will be driven mainly by the Biopharmaceutical and Diagnostic Solutions (BDS) segment, thanks to high-value products and new plant ramps. He also confirmed that the new vial orders being received are primarily for delivery in early 2025, not Q4 2024.

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    Curtis Moiles's questions to SCHOTT Pharma AG & Co. KGaA/ADR (SHTPY) leadership

    Curtis Moiles's questions to SCHOTT Pharma AG & Co. KGaA/ADR (SHTPY) leadership • Q1 2025

    Question

    Curtis Moiles of BNP Paribas S.A. sought clarity on the Q2 outlook for growth and margins, future demand from a customer who reduced polymer syringe orders, and confidence in the normalization of vial demand in fiscal year 2025.

    Answer

    CFO Dr. Almuth Steinkuhler projected Q2 performance to be very similar to Q1, or slightly better on margin, with a similar growth rate. CEO Andreas Reisse stated the company is cautious about future demand from the polymer syringe customer who reduced orders, but expressed confidence that overall vial demand will normalize during fiscal year 2025.

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    Curtis Moiles's questions to SCHOTT Pharma AG & Co. KGaA/ADR (SHTPY) leadership • Q1 2025

    Question

    Asked about expectations for Q2 performance, the future demand run rate for a specific polymer syringe contract with reduced volumes, and whether vial demand would normalize in fiscal year 2025.

    Answer

    The company expects Q2 performance to be very similar to Q1 in terms of growth and profitability (ex-FX). They remain cautious on future demand for the specific polymer syringe contract. They are confident that vial demand is normalizing and will see improvement after the second quarter, leading to a normal fiscal year 2026.

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    Curtis Moiles's questions to SCHOTT Pharma AG & Co. KGaA/ADR (SHTPY) leadership • Q4 2024

    Question

    Curtis Moiles from BNP Paribas asked for clarification on the fiscal year 2025 EBITDA margin guidance, specifically regarding potential FX impacts and negative mix effects. He also sought more detail on the timing of revenue growth for both the DCS and DDS segments, questioning if both were expected to be back-end loaded.

    Answer

    CFO Dr. Almuth Steinkuhler explained the FY25 EBITDA margin guidance does not assume any FX impact and confirmed a negative mix effect is expected due to a shift from higher-margin polymer syringes to other products. CEO Andreas Reisse confirmed that FY25 growth will be back-end loaded, driven by the ramp-up of glass syringes in Hungary and ready-to-use cartridges, both of which are expected to contribute more significantly in the second half of the fiscal year.

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