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David Westerberg

Managing Director and Senior Research Analyst at Piper Sandler & Co.

David Westenberg is a Managing Director and Senior Research Analyst at Piper Sandler, specializing in animal health and genomics tools and labs. He covers leading companies such as 10x Genomics, Adaptive Biotechnologies, Exact Sciences, Illumina, Guardant Health, Natera, Quest Diagnostics, Zoetis, IDEXX Laboratories, and Elanco Animal Health, and has established a strong performance record with approximately a 56% success rate and an average return of 17.9% on his stock recommendations. Westenberg began his equity research career at CL King, advanced to senior analyst positions at Guggenheim Securities, and joined Piper Sandler in 2021, bringing over eight years of sector experience and having been recognized as a StarMine runner-up for stock picking in medical equipment in 2018. He holds a CFA Charter, a master's in finance from Bocconi University, and a B.S. in business administration from San Francisco State University.

David Westerberg's questions to NEOGENOMICS (NEO) leadership

Question · Q3 2025

David Westerberg inquired about NeoGenomics' confidence in its full-year guidance, the potential for PanTracer LBx to contribute revenue in the current year, and the expected timing and magnitude of MRD reimbursement and commercial launch efforts for 2026, including breast cancer expansion.

Answer

CFO Jeff Sherman affirmed confidence in guidance, stating PanTracer LBx approval wasn't needed for the current year's targets. CEO Tony Zook outlined 2026 growth drivers, including continued strong clinical performance, NGS growth, PanTracer LBx uptake (with revenue building in H2 2026 post-reimbursement), sales force expansion benefits, and RaDaR ST's pharma launch (slow build in 2026, revenue in H2 2026) and Q1 2026 clinical launch. He also mentioned Pathline and RCM initiatives. Tony Zook noted the sales force is appropriately sized for current indications but may expand in H2 2026 for new indications.

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David Westerberg's questions to QUEST DIAGNOSTICS (DGX) leadership

Question · Q3 2025

David Westerberg inquired about the role of home delivery blood testing kits in consumer health and Quest Diagnostics' strategies to participate in that market.

Answer

CEO Jim Davis confirmed that Quest Diagnostics has strategies to participate in the home delivery market. He noted that while some self-collection for STDs and HPV currently requires visits to patient service centers, future plans include enabling home collection. He also mentioned working with a third-party provider on mobile blood collection kits that go beyond finger-prick methods, anticipating improved self-collect devices in the future.

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Question · Q3 2025

David Westerberg inquired about the potential role of home delivery blood testing kits in consumer health and Quest Diagnostics' strategies to participate in that market, given the observed growth in the consumer channel.

Answer

CEO Jim Davis confirmed Quest Diagnostics' strategies to participate in the home collection market, noting current self-collection devices for STDs and HPV require in-person collection at patient service centers but are expected to transition to home use. He also mentioned working with a third-party provider on mobile blood collection kits that go beyond finger-prick methods, as Quest believes finger-prick is not optimal for the breadth of tests they offer, and expects to participate as self-collect devices improve.

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