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    Dan Arias • Stifel Financial Corp.

    Dan Arias's questions to Tempus AI Inc (TEM) leadership

    Dan Arias's questions to Tempus AI Inc (TEM) leadership • Q2 2025

    Question

    Dan Arias from Stifel Financial Corp. asked for expectations on data business growth for the second half of the year, noting that the growth rate had ticked down sequentially and faces tougher year-over-year comparisons in Q3 and Q4.

    Answer

    CFO Jim Rogers affirmed the full-year guidance of around 30% growth for the data business. He acknowledged that the 40% growth rate is not sustainable and a 'tick down' is expected, but growth would still be robust. He also pointed to seasonality, with Q4 typically being the largest revenue quarter. CEO Eric Lefkofsky added that the company does not provide quarterly guidance by business unit.

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    Dan Arias's questions to 10X Genomics Inc (TXG) leadership

    Dan Arias's questions to 10X Genomics Inc (TXG) leadership • Q2 2025

    Question

    Dan Arias inquired about the strategic rationale and timing of the Scale Biosciences acquisition and how the company will position its Chromium and Scale product lines for customers.

    Answer

    CEO Serge Saxonov explained that the acquisition is a strategic technology purchase designed to accelerate 10x's ability to lower costs and increase the scale of single-cell analysis, especially with the rise of AI applications. He stated that while some Scale products will remain, the primary goal is to integrate Scale's technology into the 10x roadmap to deliver more value to customers.

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    Dan Arias's questions to 10X Genomics Inc (TXG) leadership • Q1 2025

    Question

    An analyst on behalf of Dan Arias asked about the sales decline in the EMEA region, whether this trend is expected to continue, and the underlying factors holding back customer spending in Europe.

    Answer

    CEO Serge Saxonov advised against over-indexing on a single quarter's results due to order timing, stating the fundamental business in Europe remains strong. He acknowledged a tougher CapEx environment but noted that the European CapEx sales team is now fully staffed after the commercial reorganization, which provides optimism for future performance.

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    Dan Arias's questions to Bio-Techne Corp (TECH) leadership

    Dan Arias's questions to Bio-Techne Corp (TECH) leadership • Q4 2025

    Question

    Dan Arias from Stifel Financial Corp. sought more detail on the sources of academic funding, asking where the two-thirds of non-NIH funding for its academic customers originates. He also inquired about the Wilson Wolf business, specifically whether it is being managed to trigger the EBITDA threshold for an earlier acquisition.

    Answer

    CFO James Hippel explained that based on industry surveys, less than a third of total academic research funding comes from the NIH, with the rest from other federal and private sources. President & CEO Kim Kelderman commented on Wilson Wolf, noting that hitting the EBITDA threshold for an early acquisition is "going to be close" and that the company is hopeful it will be achieved sooner than the end of calendar 2027.

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    Dan Arias's questions to Illumina Inc (ILMN) leadership

    Dan Arias's questions to Illumina Inc (ILMN) leadership • Q2 2025

    Question

    Dan Arias of Stifel asked about the sustainability of the 30%+ gigabase (GB) growth rate in the high-throughput segment for the remainder of the year and whether the company's long-term 2026 framework remains intact.

    Answer

    CFO Ankur Dhingra expressed confidence that GB growth can remain above 30%, citing strong structural drivers in the clinical market like MRD testing and improving reimbursement for genetic disease tests. CEO Jacob Thaysen added that the total market opportunity is tremendous and will continue to expand into new areas like cardiovascular and neurodegenerative diseases, supporting robust long-term growth.

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    Dan Arias's questions to Guardant Health Inc (GH) leadership

    Dan Arias's questions to Guardant Health Inc (GH) leadership • Q2 2025

    Question

    Dan Arias of Stifel Financial Corp. pressed for more clarity on the timing of the Shield V2 data, asking if the delay was due to ongoing internal work or a strategic decision to de-emphasize its urgency.

    Answer

    Co-CEO AmirAli Talasaz acknowledged the high interest but remained vague on a specific timeline, stating it is a 'very active program' with significant work ongoing. He noted that the commercial success of the current Shield version gives them the flexibility to balance R&D initiatives, such as pulling forward the MCD clinical validation, and that they do not feel rushed to release the V2 data.

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    Dan Arias's questions to Repligen Corp (RGEN) leadership

    Dan Arias's questions to Repligen Corp (RGEN) leadership • Q2 2025

    Question

    Dan Arias requested clarification on the updated guidance, asking if the 1% headwind was solely due to a specific gene therapy platform or if it reflected a broader adjustment for the entire new modalities sector.

    Answer

    CEO Olivier Loeillot confirmed the 1% headwind is from one specific platform. He emphasized that the company's overall guidance was raised due to broad-based portfolio strength, particularly in the monoclonal antibody market, which more than compensates for this specific issue. He added that while new modality growth is expected to be muted in the second half, the rest of the portfolio is performing strongly.

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    Dan Arias's questions to Revvity Inc (RVTY) leadership

    Dan Arias's questions to Revvity Inc (RVTY) leadership • Q2 2025

    Question

    Dan Arias asked for an update on the risk of the business being impacted by China's Volume-Based Procurement (VBP) policies. He also sought to confirm the expected revenue contribution from the Genomics England contract in the second half.

    Answer

    CEO Prahlad Singh reiterated that the current headwind is from DRG policy, not VBP, though the government's overall goal is cost reduction. CFO Max Krakowiak confirmed that an assumption of approximately $10 million in revenue from the Genomics England contract in the second half, weighted to Q4, is appropriate.

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    Dan Arias's questions to Thermo Fisher Scientific Inc (TMO) leadership

    Dan Arias's questions to Thermo Fisher Scientific Inc (TMO) leadership • Q2 2025

    Question

    Dan Arias inquired about the impact of macro factors on biopharma spending and what characteristics distinguish companies that are investing versus those pulling back. He also asked for the growth outlook for the Analytical Instruments business in the second half of 2025, given its recent performance and upcoming comps.

    Answer

    CEO Marc Casper described the tone from biopharma customers as 'incredibly positive,' stating they are 'leaning in' and partnering with Thermo Fisher, leading to broad strength across the segment. CFO Stephen Williamson noted that while the Analytical Instruments business is impacted by muted academic and China markets, it has a positive book-to-bill and could see upside if the tariff situation remains better than the company's conservative guidance assumes.

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