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    Kyle Boucher • TD Cowen

    Kyle Boucher's questions to 10X Genomics Inc (TXG) leadership

    Kyle Boucher's questions to 10X Genomics Inc (TXG) leadership • Q2 2025

    Question

    Kyle Boucher inquired about the unique technological aspects of Scale Biosciences that made it an attractive acquisition target and the anticipated incremental R&D investment required for integration.

    Answer

    CEO Serge Saxonov highlighted Scale's foundational inventions in combinatorial indexing and quantum barcoding as key differentiators that stood out during their technology landscape assessment. He stated that they do not expect any material incremental R&D costs, as the integration fits well within their existing innovation infrastructure.

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    Kyle Boucher's questions to Bio-Techne Corp (TECH) leadership

    Kyle Boucher's questions to Bio-Techne Corp (TECH) leadership • Q4 2025

    Question

    Kyle Boucher from TD Cowen asked for details on the trends observed between large pharma and smaller biotech customers during the quarter and how pharma fits into the low single-digit growth outlook. He also requested quantification of any potential pull-forward demand in China's strong quarterly results.

    Answer

    CFO James Hippel confirmed that large pharma grew double-digits in the quarter and that the low single-digit forward guidance assumes a continuation of current trends, with robust large pharma performance offsetting weakness elsewhere. President & CEO Kim Kelderman attributed China's low double-digit growth to a combination of released funding and some customer purchasing ahead of potential tariffs, suggesting the underlying market is stabilizing toward modest growth.

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    Kyle Boucher's questions to Myriad Genetics Inc (MYGN) leadership

    Kyle Boucher's questions to Myriad Genetics Inc (MYGN) leadership • Q2 2025

    Question

    Kyle Boucher, on behalf of Dan Brennan from TD Cowen, requested a breakdown of the drivers behind the updated long-term revenue growth target of high single-digits to low double-digits, asking about the expected contributions from different business segments and new products like MRD.

    Answer

    President and CEO Sam Raha outlined that the growth target is a composite of several factors. He expects the prenatal and mental health businesses to grow at or above their respective markets. The primary driver will be the cancer care continuum, fueled by high single to low double-digit growth in existing tests and new revenue streams from areas like MRD and comprehensive genomic profiling, which will be accessed through internal development and partnerships. CFO Scott Leffler added that a more detailed update to the long-range plan will be provided at a later date.

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    Kyle Boucher's questions to Sophia Genetics SA (SOPH) leadership

    Kyle Boucher's questions to Sophia Genetics SA (SOPH) leadership • Q4 2024

    Question

    Kyle Boucher of TD Cowen, on behalf of Dan Brennan, questioned the feasibility of the company's long-term 30-35% growth target and asked about broader market trends for clinical NGS volumes.

    Answer

    Co-Founder and CEO Dr. Jurgi Camblong pointed to strong 2024 bookings, a superior 2025 pipeline, and improved implementation rates as drivers for future acceleration. President Ross Muken added that the ambition is to return to "more normalized growth rates" by 2026. Regarding the market, Camblong expressed optimism that the overall NGS market will grow. However, Muken clarified that SOPHiA's growth is primarily reliant on "taking share," with broader market growth being a potential upside.

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