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    Jason Lai

    System Management Specialist at Citigroup

    Jason Lai is a System Management Specialist at CitiPower and Powercor Australia, with a strong background in technology operations and management. His career has focused on supporting critical infrastructure for major energy providers, starting with technology operations roles prior to joining CitiPower. He specializes in systems management and operational analytics, contributing to the reliable performance of power networks in Melbourne. Lai holds relevant professional credentials in system management and has demonstrated consistent success in delivering operational solutions, though specific quantitative performance metrics or financial analyst credentials are not publicly available.

    Jason Lai's questions to MYRIAD GENETICS (MYGN) leadership

    Jason Lai's questions to MYRIAD GENETICS (MYGN) leadership • Q2 2025

    Question

    Jason Lai of Morgan Stanley, on for Yuko Oku, asked about the market traction of the Prequel NIPS test since its launch, specifically whether its performance has met expectations and if its differentiated 8-week gestational age feature has resulted in market share gains.

    Answer

    COO Mark Verratti responded that the company is 'excited about the launch' and has seen 'tremendous uptake' for Prequel. He attributed this to the 8-week offering fitting 'very nicely within workflows' as it aligns with a patient's first prenatal visit. While he noted that quantifying specific market share gains is challenging, the company has observed an increase in volume from the test being ordered earlier.

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    Jason Lai's questions to Seer (SEER) leadership

    Jason Lai's questions to Seer (SEER) leadership • Q4 2024

    Question

    Jason Lai questioned the contribution from the Thermo Fisher co-marketing agreement baked into the 2025 guidance and asked about the company's strategy for other potential non-exclusive partnerships. He also followed up on the reported $174,000 consumable pull-through figure, asking for the 2025 assumption and its future growth potential.

    Answer

    Executive David Horn stated that the Thermo Fisher sales force training is occurring in Q1 2025 and will be operationalized in Q2, but its contribution to the 2025 guidance is modest. Executive Omid Farokhzad confirmed the partnership is non-exclusive, allowing flexibility to work with other mass spec providers to enhance access. Regarding pull-through, David Horn confirmed the $174,000 figure but declined to provide a 2025 forecast, noting it's an average and that while there is room for growth, the focus is also on expanding the instrument installed base.

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    Jason Lai's questions to Ginkgo Bioworks Holdings (DNA) leadership

    Jason Lai's questions to Ginkgo Bioworks Holdings (DNA) leadership • Q4 2024

    Question

    Jason Lai of Morgan Stanley asked about the expected revenue contribution from new offerings like Tools and Data Points in the 2025 guidance and the specific levers Ginkgo will use to achieve its adjusted EBITDA breakeven target by year-end 2026.

    Answer

    CFO Mark Dmytruk stated the 2025 guide conservatively assumes double-digit millions from new offerings, with potential upside. He outlined the path to breakeven through a $60 million cost reduction run rate, revenue growth, and potential sublease income, noting that downstream value share in 2026 is an opportunity but not banked on. CEO Jason Kelly emphasized that costs are under their control and will be adjusted based on revenue performance.

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    Jason Lai's questions to Nautilus Biotechnology (NAUT) leadership

    Jason Lai's questions to Nautilus Biotechnology (NAUT) leadership • Q1 2025

    Question

    Jason Lai from Citigroup inquired about the progress of ongoing discussions for a tau-related partnership, asking if the company remains on track to announce a deal in the first half of 2025. He also asked about the company's supply chain exposure to China following recent U.S. tariff announcements and its flexibility in sourcing components locally.

    Answer

    Sujal Patel (executive) confirmed that partnership conversations are progressing well with pharma, non-profit, and academic organizations, and the company still expects to sign its first partnership in H1 2025, likely with a non-profit or academic entity initially. Anna Mowry (executive) addressed the supply chain question, stating that Nautilus is monitoring the situation closely but has not yet seen any impact on its ability to source materials or on prices. She noted the company mitigates risk by sourcing from diverse locations, including the U.S., and does not anticipate significant impact given its current scale.

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