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    Hannah Hefley • Stephens Inc.

    Hannah Hefley's questions to Azenta Inc (AZTA) leadership

    Hannah Hefley's questions to Azenta Inc (AZTA) leadership • Q3 2025

    Question

    Hannah Hefley from Stephens Inc. asked for more details on the headwinds in gene synthesis, specifically the cause of softness from key pharma accounts and the expected timeline for resolution.

    Answer

    CEO John Marotta explained that the softness in gene synthesis is due to project timing delays within North American pharma accounts. He indicated that the issue is related to timing rather than a fundamental shift and noted that the company is already seeing 'green shoots' of recovery for Q4.

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    Hannah Hefley's questions to Bio-Techne Corp (TECH) leadership

    Hannah Hefley's questions to Bio-Techne Corp (TECH) leadership • Q2 2024

    Question

    Hannah Hefley, on for Jacob Johnson, asked for quantification of the benefit from large cell therapy orders and clarification on whether recent instrument growth was from new placements or consumables.

    Answer

    CEO Kim Kelderman highlighted that the number of customers in clinical trials grew to 85, driving larger orders and a 40% trailing 12-month growth in GMP reagents. CFO Jim Hippel quantified the Q2 benefit at about 2 percentage points of total company growth. Kelderman confirmed the instrument growth was from new placements, marking a positive turn for the installed base.

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