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    John Sourbeer

    Director and Senior Equity Research Analyst at UBS

    John Sourbeer is a Director and Senior Equity Research Analyst at UBS, specializing in coverage of life sciences tools and diagnostics companies. He actively covers firms including ICON plc, West Pharmaceutical Services, CryoPort, Stevanato Group, and Qiagen, with notable performance such as a 40.5% return on his buy rating for ICON plc from February 2023 to February 2024 and a career success rate of approximately 26.7% based on TipRanks analysis. Sourbeer joined UBS after spending over a decade in the industry, where he has steadily advanced through research-focused roles and built domain expertise in healthcare equities, notably raising price targets and maintaining positive outlooks on high-growth medtech companies. He holds professional credentials that include FINRA Series 7, 63, and 86/87 securities licenses, supporting his authority and credibility as a research analyst in the financial sector.

    John Sourbeer's questions to OMIC leadership

    John Sourbeer's questions to OMIC leadership • Q4 2023

    Question

    Inquired about the sales funnel mix between the G4 and G4X, the revenue cadence for 2024, and the status of the PX platform in light of the G4X launch.

    Answer

    The G4X services funnel is growing rapidly, while the instrument funnel is still developing. The company is focusing on G4X or combination G4/G4X opportunities, not G4-only sales. Revenue guidance for 2024 is not yet available. The PX platform is on hold, with all resources now focused on bringing the G4X to market.

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    John Sourbeer's questions to OMIC leadership • Q3 2023

    Question

    Inquired about the high-utilization customer case achieving $170,000 in pull-through, the status of the PX spatial program, and sought clarification on whether sales funnel drop-outs involved actual order cancellations.

    Answer

    The high-utilization customer is an academic core lab that took over nine months to ramp up to that level, primarily using the F3 flow cell and now starting to order Max Read kits. This is seen as an encouraging sign for other similar customers. The PX spatial program is actively progressing through a Technology Access Program (TAP), with more details on its commercialization expected in early 2024. The company clarified that there have been no order cancellations; rather, potential deals are stalling in the mid-funnel stage.

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    John Sourbeer's questions to AKYA leadership

    John Sourbeer's questions to AKYA leadership • Q4 2023

    Question

    Asked for details on the partnership with Thermo Fisher for ViewRNA assays, customer demand for multiomics, and the potential for increased utilization and long-term pull-through for customers upgrading to the 2.0 systems.

    Answer

    The partnership with Thermo adds a complementary RNA solution that meets strong customer demand for multiomics, with more details to be shared at AACR. Executives expect pull-through, which exited 2023 in the high-$30k range, to continue its strong upward trend towards the $40k-$60k range as customers adopt the 2.0 upgrades and run higher-plex, higher-sample studies. High-end users are already operating at 5x the average pull-through.

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    John Sourbeer's questions to CTLT leadership

    John Sourbeer's questions to CTLT leadership • Q1 2024

    Question

    Asked for quantification of the COVID margin contribution and the pacing of COVID revenue for the rest of the year. Also inquired about the comparative margin profiles of the drug substance (gene therapy) and fill/finish businesses after excluding pass-through costs.

    Answer

    COVID revenue will be concentrated in the first half of the fiscal year with a negligible impact in the second half. Specific COVID margins were not disclosed but were noted to be less attractive than during the pandemic. Excluding pass-throughs, drug substance margins are in a similar range, while drug product (fill/finish) margins are highly dependent on volume and absorption.

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    John Sourbeer's questions to CTLT leadership • Q4 2023

    Question

    Asked for confirmation of the company's previously stated $6.5 billion revenue capacity and for more details on the improvement timeline for the Brussels facility.

    Answer

    The $6.5 billion revenue capacity is still the potential of the network at a target utilization of 70-80%. The Brussels facility has shown very good progress with record output on some lines and is on the right trajectory to return to normal productivity and margin levels in the second half of the fiscal year.

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