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    Mac Etoch • Stephens Inc.

    Mac Etoch's questions to Alpha Teknova Inc (TKNO) leadership

    Mac Etoch's questions to Alpha Teknova Inc (TKNO) leadership • Q2 2025

    Question

    Mac Etoch from Stephens Inc. asked for an update on the progress of the RUO Plus initiative and questioned if there were any abnormal ordering patterns or timing issues to note within the Clinical Solutions segment.

    Answer

    CEO Stephen Gunstream reported that the RUO Plus initiative is trending as expected, serving as a key bridge for preclinical customers moving toward GMP. CFO Matt Lowell added that while the Clinical Solutions segment remains lumpy due to large order sizes, the quarter's performance was within the normal range of fluctuation and showed positive long-term trends.

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    Mac Etoch's questions to STERIS plc (STE) leadership

    Mac Etoch's questions to STERIS plc (STE) leadership • Q1 2026

    Question

    Mac Etoch of Stephens Inc. asked for an update on the bioprocessing market and the factors contributing to the significant sequential increase in the Life Sciences segment's backlog.

    Answer

    Daniel Carestio, President & CEO, stated that bioprocessing volumes have stabilized and returned to a more predictable, normal trajectory after a period of volatility. He attributed the strong Life Sciences backlog growth to the completion of a cyclical downturn in pharma capital spending, which has led to a robust rebound in customer order intake.

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    Mac Etoch's questions to Bio-Techne Corp (TECH) leadership

    Mac Etoch's questions to Bio-Techne Corp (TECH) leadership • Q4 2025

    Question

    Mac Etoch of Stephens Inc. asked for more detail on the puts and takes within the cell and gene therapy end market given current funding challenges. He also inquired about the potential size of the opportunity for Simple Western instruments within cell and gene therapy workflows.

    Answer

    President & CEO Kim Kelderman explained that despite a depressed biotech funding environment, later-stage cell and gene therapy companies are continuing to invest, driving the portfolio's resilient 20% growth. While not quantifying the specific opportunity, he and CFO James Hippel noted that interest in Simple Western and Maurice platforms for downstream applications, including cell therapy, is clearly growing, particularly among both large pharma and later-stage biotech customers.

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    Mac Etoch's questions to Stevanato Group SpA (STVN) leadership

    Mac Etoch's questions to Stevanato Group SpA (STVN) leadership • Q2 2025

    Question

    Mac Etoch of Stephens Inc. asked where Stevanato is best positioned to benefit from recent U.S. onshoring announcements by pharma companies and if they are seeing incremental interest in their Fishers plant or Engineering offerings.

    Answer

    CEO Franco Stevanato confirmed a strategic shift by clients to increase U.S. capacity since March 2025. He stated Stevanato is well-positioned to benefit from increased demand for its Engineering technologies and by offering a U.S.-based supply chain for high-value products and devices from its Fishers, Indiana facility.

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    Mac Etoch's questions to West Pharmaceutical Services Inc (WST) leadership

    Mac Etoch's questions to West Pharmaceutical Services Inc (WST) leadership • Q2 2025

    Question

    Mac Etoch from Stephens Inc. followed up on Annex One, asking if the recent addition of projects would lead to a proportional growth contribution in 2026 as they ramp up.

    Answer

    CEO Eric Green explained that while the growing project pipeline is a positive indicator for the future, the conversion to revenue is a multi-quarter process that can range from two to over four quarters per project. He characterized it as a multi-year ramp that began in 2024 and will continue, rather than a simple proportional increase year-over-year.

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