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    Dan Brennan • TD Cowen

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

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

    Question

    An analyst on behalf of Dan Brennan asked for more detail on other potential cost-saving levers the company could pull if the challenging environment were to persist.

    Answer

    CFO Adam Taich reiterated the over $50 million in 2025 OpEx savings already actioned, split between headcount and discretionary spending. He noted that there is more that can be done, particularly in discretionary areas, and emphasized the company's commitment to remaining nimble to protect its balance sheet. CEO Serge Saxonov added that the company will be agile while navigating the environment.

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    Dan Brennan's questions to Myriad Genetics Inc (MYGN) leadership

    Dan Brennan's questions to Myriad Genetics Inc (MYGN) leadership • Q3 2024

    Question

    Speaking for Dan Brennan, an analyst from TD Cowen asked for the drivers behind the company's confidence that Hereditary Cancer testing volumes can accelerate to low-double-digit growth, given that recent trends have been closer to mid-single-digits.

    Answer

    An executive explained that the overall Hereditary Cancer number has been partially dragged down by the BRACAnalysis CDx business, while the core MyRisk test is seeing stronger growth. President and CEO Paul Diaz added that the company has strategically focused on profitable revenue over pure volume, and expects share shifts from recent competitor disruptions to accelerate in 2025, boosting MyRisk adoption.

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    Dan Brennan's questions to Neogenomics Inc (NEO) leadership

    Dan Brennan's questions to Neogenomics Inc (NEO) leadership • Q3 2024

    Question

    Representing Dan Brennan, Thomas Stevens asked about the growth outlook for NGS given a modest deceleration, and also inquired about the surprising strength of the base clinical business and the apparent lack of cannibalization.

    Answer

    CEO Chris Smith and CCO Warren Stone expressed confidence in the NGS runway, citing under-penetration in community oncology and the upcoming PanTracer liquid biopsy launch. Regarding the base business, Warren Stone explained that while some cannibalization occurs, it is more than offset by strong commercial execution, particularly a significantly improved customer retention rate which stabilizes the business.

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