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    Jack Melick • Jefferies

    Jack Melick's questions to Hologic Inc (HOLX) leadership

    Jack Melick's questions to Hologic Inc (HOLX) leadership • Q3 2025

    Question

    Jack Melick, on for Tycho Peterson, requested metrics on the penetration of the Genius digital cytology platform and asked for Hologic's view on the emerging HPV self-collection market.

    Answer

    CFO Karleen Oberton stated that while specific metrics for Genius cytology are not disclosed, the rollout is measured but receiving overwhelmingly positive feedback. Regarding HPV self-collection, she said Hologic views it as a market-expanding opportunity to reach under-screened women and has partnered with labs to support this testing method.

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    Jack Melick's questions to QuidelOrtho Corp (QDEL) leadership

    Jack Melick's questions to QuidelOrtho Corp (QDEL) leadership • Q4 2024

    Question

    Jack Melick, on behalf of Tycho Peterson at Jefferies LLC, asked about the balance between investing for long-term growth and cost-cutting, and inquired about potential swing factors in the Labs business growth guidance.

    Answer

    Chief Executive Officer Brian Blaser explained that margin expansion is directly linked to the ability to fund future innovation and that the company is now developing innovation roadmaps. He emphasized the stability of the underlying business, supported by long-term contracts and high renewal rates. Both Brian Blaser and Chief Financial Officer Joe Busky indicated they see no major swing factors for the Labs business in the near term, though menu expansion could be a future tailwind.

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    Jack Melick's questions to Codexis Inc (CDXS) leadership

    Jack Melick's questions to Codexis Inc (CDXS) leadership • Q3 2024

    Question

    Jack Melick, on behalf of Tycho Peterson at Jefferies, asked for more details on the types of clients showing interest in the ECO Synthesis platform and inquired about the key swing factors for financial performance in 2025.

    Answer

    COO Kevin Norrett noted that interest is increasingly coming from large, major siRNA drug developers, and Codexis is prioritizing quality projects. President and CEO Dr. Stephen Dilly identified the two primary drivers for 2025 as continued growth in the pharma manufacturing business and securing larger, follow-on orders for the dsRNA ligase.

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