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    Harry Gillis • Berenberg

    Harry Gillis's questions to Qiagen NV (QGEN) leadership

    Harry Gillis's questions to Qiagen NV (QGEN) leadership • Q2 2025

    Question

    Harry Gillis inquired about the expected revenue growth trajectory from new Sample Technologies instruments and whether the company was still observing order deferrals ahead of these launches.

    Answer

    CEO Thierry Bernard highlighted the encouraging mid-single-digit growth in automated consumables as a positive sign amidst a tough capital spending environment. He pointed to the company's 2028 ambition for SampleTeq to reach $650 million in revenue, a 2-3% CAGR, driven primarily by the three new instrument platforms set to launch.

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    Harry Gillis's questions to Biontech SE (BNTX) leadership

    Harry Gillis's questions to Biontech SE (BNTX) leadership • Q1 2025

    Question

    Harry Gillis asked about the extent of internal global Phase II data for BNT327 that supports the decision to enter Phase III trials in SCLC and TNBC, and when to expect public disclosure of this global data.

    Answer

    CEO Ugur Sahin confirmed they are conducting global trials and expressed high confidence that the positive findings from the initial trials in China will be replicated in the broader global patient population. He did not provide a specific timeline for the data release.

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    Harry Gillis's questions to Biontech SE (BNTX) leadership • Q4 2024

    Question

    Harry Gillis from Berenberg requested more detail on the assumptions for vaccination rates, pricing, and market share that form the 2025 revenue guidance, including the impact of US competition.

    Answer

    CFO Jens Holstein clarified that the guidance assumes general stability from 2024 but incorporates several variables. These include potential write-offs for returned products, minor negative price and volume effects in the U.S. due to competitive pressure, and the possibility of the EU contractually shifting some vaccine volume from 2025 to 2026.

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