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    Jason GoleMorgan Stanley

    Jason Gole is a Vice President and Equity Research Analyst at Morgan Stanley, specializing in real estate investment trusts (REITs) and related equities. He covers several leading publicly traded real estate companies and has built a track record for delivering deep industry insights that support both institutional and retail investors. Since joining Morgan Stanley, Jason has advanced from an associate to his current VP role, leveraging prior experience in equity research to enhance his analytical skill set. He holds multiple professional securities licenses, is FINRA registered, and is recognized for his rigorous research approach within the sector.

    Jason Gole's questions to Seer Inc (SEER) leadership

    Jason Gole's questions to Seer Inc (SEER) leadership • Q3 2024

    Question

    Jason Gole of Morgan Stanley inquired about the Q4 2024 revenue guidance, which implies a flat or negative sequential trend, questioning the level of conservatism and assumptions around a year-end budget flush. He also asked about the P&L impact from the recent sales team expansion and the drivers behind the customer mix shifting more towards academic clients.

    Answer

    David Horn, CFO & President, explained that the guidance range reflects uncertainty in the timing of several large deals in the pipeline and that the company is not forecasting a significant year-end budget flush due to ongoing pressure on capital budgets. CEO Omid Farokhzad added that the newly expanded sales and marketing team is ramping well, with benefits expected to materialize later in the year and into 2025. Regarding the customer mix, Farokhzad clarified that while the pipeline includes more academic interest driven by growing publications and grant funding cycles, the closed-deal installed base remains tilted about 60-40 towards commercial customers. He also noted that study sizes are increasing across both customer types.

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