Sign in

You're signed outSign in or to get full access.

Jason Kritzer

Managing Director at Morgan Stanley

Jason Kritzer is a Managing Director at Morgan Stanley, serving as Co-Head of Value Equity and portfolio manager on the Eaton Vance Value team with responsibility for health care sector portfolios, while providing research coverage of the pharmaceutical and biotechnology industries. He manages buy and sell decisions, portfolio construction, and risk for these portfolios, though specific performance metrics such as success rates or rankings on platforms like TipRanks are not publicly detailed. Kritzer began his investment management career in 1999 at Putnam Investments covering health care, technology, and business services, advanced to director and equity analyst at BlackRock covering health care until 2012, then joined Eaton Vance that year, which was acquired by Morgan Stanley in March 2021. He holds a B.S.B.A. magna cum laude from Boston University School of Management, an MBA from Columbia Business School, and is a CFA charterholder.

Jason Kritzer's questions to Personalis (PSNL) leadership

Question · Q4 2025

Jason Kritzer asked how to think about the quarter-over-quarter clinical volume growth for 2026, given the 6,200 clinical tests delivered in Q4 2025, and if a linear growth rate is appropriate.

Answer

Aaron Tachibana, Chief Financial and Chief Operating Officer, suggested that linearizing the Q4 2025 volume might get close, but noted seasonality, with Q2 and Q4 typically being the strongest quarters. Chris Hall, Chief Executive Officer and President, confirmed this common seasonality due to vacations, holidays, and Q1 weather. Jason Kritzer also asked about the competitive landscape, new entrants, consolidation, and how Personalis plans to gain share against larger players. Chris Hall emphasized Personalis' proven execution, pioneering ultrasensitive products, commitment to staying ahead, strategic partnership with Tempus, traction from over 30 ongoing studies, and significant R&D investment, positioning them as a major player with momentum and leadership in data.

Ask follow-up questions

Fintool

Fintool can predict Personalis logo PSNL's earnings beat/miss a week before the call

Question · Q4 2025

Jason Kritzer asked how to project the Q-over-Q clinical volume growth for 2026, given the 6,200 clinical tests delivered in Q4 2025. He also inquired about the current competitive landscape, including new entrants and consolidation, and Personalis's strategy to gain market share against larger players.

Answer

Aaron Tachibana, CFO and COO, suggested that linearizing the Q4 2025 volume might provide a close estimate, with Q2 and Q4 typically being stronger due to seasonality. Chris Hall, CEO and President, stated that Personalis has proven its execution, is focused on pioneering ultrasensitive products, and aims to stay ahead. He highlighted their alignment with Tempus for commercial infrastructure, traction from 30+ ongoing studies, and emergence as one of the few major players with more than two Medicare coverages, positioning them well to maintain leadership.

Ask follow-up questions

Fintool

Fintool can write a report on Personalis logo PSNL's next earnings in your company's style and formatting