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    Madeline Mollman

    Research Analyst at Wolfe Research, LLC

    Madeline Mollman is an Equity Research Analyst at Wolfe Research, LLC, specializing in the life sciences and biotechnology sectors. She regularly covers leading companies such as Maravai LifeSciences Holdings, Bruker Corporation, and 10x Genomics, demonstrating strong analytical performance by participating in key earnings calls and modeling complex financial metrics. Mollman began her career in finance within the past decade and has advanced to her current analyst role after developing expertise in sector-specific research at Wolfe Research. She holds FINRA registration and maintains securities licensing required for her position, underpinning her professional credentials within the industry.

    Madeline Mollman's questions to MARAVAI LIFESCIENCES HOLDINGS (MRVI) leadership

    Madeline Mollman's questions to MARAVAI LIFESCIENCES HOLDINGS (MRVI) leadership • Q2 2025

    Question

    Madeline Mollman of Wolfe Research asked for a breakdown of the restructuring cuts and the strategic rationale for eliminating the Chief Commercial Officer role. She also questioned if the potential 2026 high-volume CleanCap order was necessary to achieve the company's H2 2026 profitability goals.

    Answer

    CFO Raj Asarpota detailed that the $50M in savings would come ~50% from G&A, 20-30% from sales & marketing, and 10-20% from R&D. CEO Bernd Brust explained the CCO role was split into an EVP of Sales for large deals and a CMO for e-commerce. Asarpota stated definitively that the 2026 CleanCap order is not required to meet their profitability targets.

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    Madeline Mollman's questions to 10x Genomics (TXG) leadership

    Madeline Mollman's questions to 10x Genomics (TXG) leadership • Q2 2025

    Question

    Madeline Mollman asked about the pricing headwind from new lower-cost products, given that single-cell consumables revenue declined while reaction volumes grew, and whether the Scale acquisition could worsen this dynamic.

    Answer

    CEO Serge Saxonov explained that product transitions to lower-priced solutions like GemX and Flex are driving volume elasticity, though the challenging macro environment is delaying the net positive impact on revenue. He stated that while there is a time lag, the fundamental trend of volume growth is encouraging and is expected to drive revenue growth in the long term.

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    Madeline Mollman's questions to 10x Genomics (TXG) leadership • Q1 2025

    Question

    Madeline Mollman questioned the basis for confidence in the slight sequential revenue increase guided for Q2, especially given management's comments that the funding environment deteriorated throughout Q1.

    Answer

    CFO Adam Taich explained that the confidence in the Q2 guidance stems from having good visibility into the order book and purchasing patterns for the current quarter. He clarified that the significant uncertainty and lack of visibility is primarily a dynamic affecting the second half of the year, not Q2.

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    Madeline Mollman's questions to Twist Bioscience (TWST) leadership

    Madeline Mollman's questions to Twist Bioscience (TWST) leadership • Q3 2025

    Question

    Madeline Mollman asked for quantification of the gross margin benefit from order timing in Q3, whether the Q4 exit rate is a good baseline for 2026, and if the $5 million NGS revenue normalization was previously contemplated in guidance.

    Answer

    CFO Adam Laponis explained that the full-year normalization was contemplated, though the timing was uncertain. He attributed the 1-2 point sequential gross margin step-back in Q4 guidance to the positive timing benefits seen in Q3. He affirmed that the 50%+ gross margin level is a sustainable base for future improvement, though the focus is shifting to accelerating growth.

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    Madeline Mollman's questions to PACIFIC BIOSCIENCES OF CALIFORNIA (PACB) leadership

    Madeline Mollman's questions to PACIFIC BIOSCIENCES OF CALIFORNIA (PACB) leadership • Q3 2024

    Question

    Madeline Mollman, on for Doug Schenkel at Wolfe Research, asked for an update on Revio placements, which were below expectations. She specifically inquired if placements delayed from Q2 had closed in Q3 or were pushed out again, and whether any cancellations had occurred.

    Answer

    CEO Christian Henry confirmed there have been no cancellations. He stated that while some delayed Q2 orders closed in Q3, others did not and remain in the funnel. He attributed the Q3 shortfall primarily to the last-minute delay of large tenders in Europe, which are now expected to close in Q4 or Q1. Henry acknowledged that prolonged sales cycles are a challenge but expects the new SPRQ chemistry to expand the sales funnel.

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