Sign in

    Lucas BaranowskiKeyBanc Capital Markets

    Lucas Baranowski's questions to Azenta Inc (AZTA) leadership

    Lucas Baranowski's questions to Azenta Inc (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.

    Ask Fintool Equity Research AI

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

    Lucas Baranowski's questions to Alpha Teknova Inc (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.

    Ask Fintool Equity Research AI