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    Elizabeth Koslosky

    Research Analyst at Goldman Sachs

    Elizabeth V. Koslosky is a Research Analyst at Goldman Sachs, specializing in coverage of the healthcare and biotechnology sectors with a focus on major players such as Apellis Pharmaceuticals and Nautilus Biotechnology. She contributes to equity research by analyzing market dynamics and company performance, supporting investment decisions in the biotech and proteomics industries. Koslosky began her career at Goldman Sachs as an Investment Banking Analyst and advanced to her current research role, building on a strong academic foundation in finance and financial engineering. She holds relevant professional credentials and is recognized for her deep industry knowledge and quantitative analysis skills.

    Elizabeth Koslosky's questions to AGILENT TECHNOLOGIES (A) leadership

    Elizabeth Koslosky's questions to AGILENT TECHNOLOGIES (A) leadership • Q2 2025

    Question

    Elizabeth Koslosky, on behalf of Matt Sykes at Goldman Sachs, asked about differing order patterns between clinical QA/QC and early research within pharma. She also inquired about the impact of potential changes in U.S. water regulations on the PFAS testing market.

    Answer

    CEO Padraig McDonnell highlighted that Agilent's pharma business is predominantly in the more resilient QA/QC and development space, with the small molecule segment growing a strong 10% in the quarter. Regarding PFAS, he noted exceptional 75% year-over-year growth and stated that future growth will be driven not just by water testing but also by industrial wastewater, material testing, and emerging air testing applications, mitigating risks from any single regulatory change.

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    Elizabeth Koslosky's questions to Ginkgo Bioworks Holdings (DNA) leadership

    Elizabeth Koslosky's questions to Ginkgo Bioworks Holdings (DNA) leadership • Q1 2025

    Question

    Elizabeth Koslosky, on for Matt Sykes, asked about the long-term opportunity for Ginkgo's RACs automation platform in diagnostics and inquired about the path to the 2026 EBITDA breakeven target, including potential cost-cutting upsides and balancing investments.

    Answer

    Executive Jason Kelly described the diagnostics market as a great fit for RACs due to their unique expandability and flexibility, which allows labs to build an 'automation core' rather than a single-purpose system. Executive Mark Dmytruk noted that while there is still room to reach the $250 million cost-cutting target, no large 'silver bullet' opportunities remain. Jason Kelly assured that the company will continue investing in high-growth areas like Tools and will not sacrifice long-term opportunity to meet the EBITDA target, with cost discipline focused on the Solutions business.

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    Elizabeth Koslosky's questions to Ginkgo Bioworks Holdings (DNA) leadership • Q4 2024

    Question

    Elizabeth Koslosky of Goldman Sachs inquired about the expected margin profiles for the new Data Points and Automation offerings compared to the traditional foundry business, and whether the sales funnel for these new tools is showing the anticipated volume increase.

    Answer

    CFO Mark Dmytruk explained that the new tools offerings target gross margins of 40% or more, typical for a solid CRO, contrasting with the traditional solutions business which previously accepted lower margins for downstream value. CEO Jason Kelly confirmed a significant pickup in the sales funnel, noting 7 new Data Points deals and 5 new logos in Q4, driven by a faster, more straightforward sales process.

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    Elizabeth Koslosky's questions to Nautilus Biotechnology (NAUT) leadership

    Elizabeth Koslosky's questions to Nautilus Biotechnology (NAUT) leadership • Q1 2025

    Question

    Elizabeth Koslosky from Goldman Sachs asked about the potential economics of the targeted proteoform partnerships and whether any associated revenues or costs should be expected. She also requested more detail on the new labeling approaches mentioned last quarter and how they help prepare probes for the platform.

    Answer

    Sujal Patel (executive) explained that Nautilus is exploring a wide range of business models for partnerships, from service-based work to joint development, and is not prioritizing revenue or gross profit in 2025. The current focus is on working with partners to demonstrate the platform's capabilities. Parag Mallick (executive) added that the main goal of the new assay configuration is to better align the platform with the characteristics of the probe library, noting that progress is on track and experiments with the new configuration have begun.

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