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    Lucas Baranowski

    Research Analyst at KeyBanc Capital Markets Inc.

    Lucas Baranowski is an Associate Equity Research Analyst at KeyBanc Capital Markets Inc., specializing in equity research with a focus on sectors including finance and consumer services. He covers companies such as Azenta, Inc. and Lonza Group AG, regularly participating in their earnings calls, though specific performance metrics or analyst rankings have not been publicly reported. Baranowski began his career as an Associate Analyst at UBS Securities LLC and as a Research Analyst at Craig-Hallum Capital Group LLC before joining KeyBanc Capital Markets in April 2024. He holds the Chartered Financial Analyst (CFA) designation and earned his undergraduate degree from the University of Minnesota.

    Lucas Baranowski's questions to Azenta (AZTA) leadership

    Lucas Baranowski's questions to Azenta (AZTA) leadership • Q4 2024

    Question

    Lucas Baranowski, on behalf of Paul Knight, asked for a potential timeline for the closing of the B Medical divestiture. He also inquired whether capital expenditures would trend lower following the completion of the transaction.

    Answer

    CFO Herman Cueto indicated that the sale of B Medical is expected to be a first-half 2025 event. Regarding capital expenditures, he suggested CapEx would likely remain in the 4-6% of sales range for the remaining company. CEO John P. Marotta added that all capital deployment, including CapEx, will be scrutinized under the new, rigorous capital allocation framework focused on generating double-digit returns.

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    Lucas Baranowski's questions to Alpha Teknova (TKNO) leadership

    Lucas Baranowski's questions to Alpha Teknova (TKNO) leadership • Q3 2024

    Question

    Lucas Baranowski from KeyBanc Capital Markets asked if Teknova has observed different revenue growth or recovery trends among its cell and gene therapy customers compared to the rest of its client base. He also questioned whether the company's product portfolio is now considered complete following recent launches like RUO+ and Express-Tek, or if more products are in development.

    Answer

    President and CEO Stephen Gunstream explained that recent growth was broadly driven by biopharma customers, including cell and gene therapy, without a notable difference between sub-segments. He noted a broader market stabilization rather than a segment-specific trend. Regarding the portfolio, he clarified that while service-like offerings such as RUO+ are driven by customer needs, there is an opportunity to add more products in 2025 by leveraging the existing commercial infrastructure.

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    Lucas Baranowski's questions to STANDARD BIOTOOLS (LAB) leadership

    Lucas Baranowski's questions to STANDARD BIOTOOLS (LAB) leadership • Q3 2024

    Question

    On behalf of Paul Knight, Lucas Baranowski asked if all delayed Lab Services projects from Q2 were recognized in Q3 or if some carry over to Q4, and also inquired about instrument sales trends in markets outside of China.

    Answer

    President and CEO Michael Egholm clarified that Q3 had favorable timing versus Q2's unfavorable timing, but the larger context is a significant full-year headwind from top customers. He noted improved visibility from the SBS operating system. Regarding regional sales, Egholm stated the Americas are performing well, Japan and Korea face macro challenges, and Europe is a focus for rebuilding.

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