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    Matt Stanton

    stock analyst at Jefferies

    Matt Stanton is a stock analyst at Jefferies specializing in healthcare and industrial sectors, notably covering companies such as Cryoport, Standard BioTools, BioLife Solutions, and Azenta. His track record includes a total of five published ratings, with a recent success rate of 33.33% and an average return of -38.22%, ranking 4,289 out of 4,959 analysts. Stanton has held his analyst role at Jefferies since at least 2022, with no publicly listed previous firms. His professional credentials and securities licenses are not specified, but he is recognized as an official covering analyst for BioLife Solutions and Azenta by their investor relations.

    Matt Stanton's questions to MARAVAI LIFESCIENCES HOLDINGS (MRVI) leadership

    Matt Stanton's questions to MARAVAI LIFESCIENCES HOLDINGS (MRVI) leadership • Q2 2025

    Question

    Matt Stanton of Jefferies inquired about Maravai's guidance philosophy, questioning the withdrawal of the 2025 forecast while simultaneously targeting positive cash flow in 2026. He also asked about the strong performance and durability of the Biologics Safety Testing (BST) business and whether there were any demand pull-forwards from China.

    Answer

    CEO Bernd Brust explained that as a new leadership team, they need more time to understand the 'lumpy' business before providing guidance, but are committed to achieving profitability regardless of revenue. CFO Raj Asarpota confirmed a minor, immaterial pull-forward in China for the BST business, attributing its strong 10% growth to demand for host cell protein kits and MOCV products. Brust cautioned that mid-single-digit growth is a more sustainable expectation for BST.

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    Matt Stanton's questions to BIOLIFE SOLUTIONS (BLFS) leadership

    Matt Stanton's questions to BIOLIFE SOLUTIONS (BLFS) leadership • Q2 2025

    Question

    Matt Stanton from Jefferies inquired about the updated 2025 revenue guidance, seeking clarity on the visibility for the second-half ramp, the drivers behind it, and the expected phasing between Q3 and Q4. He also asked for an update on the cross-selling strategy's traction and the development timeline for the CryoCase product based on customer feedback.

    Answer

    Chairman & CEO Roderick de Greef confirmed the second-half ramp is based on strong visibility from their top 20 customers, who constitute 80% of biopreservation media (BPM) revenue. He noted that while there might be lumpiness between Q3 and Q4, they are confident in the full-year number. CFO Troy Wichterman added that the business does not experience significant seasonality. Regarding cross-selling, de Greef stated they are seeing traction and plan to report specific metrics in Q3, highlighting a potential large deal for the CT5 automated fill device. On the CryoCase, he mentioned that over 30 customers are evaluating it and they are seeking a commitment from a large customer before investing in material changes to the product mold.

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    Matt Stanton's questions to Cryoport (CYRX) leadership

    Matt Stanton's questions to Cryoport (CYRX) leadership • Q2 2025

    Question

    Matt Stanton of Jefferies inquired about the customer impact of the FDA's update on REMS for CAR-T therapies, biopharma customer spending appetite, and gross margin expectations for the second half of 2025.

    Answer

    President & CEO Jerrell Shelton and Chief Scientific Officer Dr. Mark Sawicki described the REMS update as 'definitively beneficial,' with more clarity expected in Q3. Dr. Sawicki also noted that spending pullbacks are mainly in preclinical areas, not affecting Cryoport's well-funded clinical and commercial clients. CFO Robert Stefanovich stated the goal is to sustain gross margins, though new initiatives like IntegraCell may cause a temporary dip, while reiterating the long-term target of over 55%.

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    Matt Stanton's questions to Cryoport (CYRX) leadership • Q3 2024

    Question

    An associate on behalf of Matt Stanton from Jefferies asked if a 25-30% growth rate is a fair assumption for the commercial business in 2025 and sought details on the company's confidence in the high single-digit sequential revenue step-up implied by the Q4 guidance.

    Answer

    CSO Dr. Mark Sawicki and CFO Robert Stefanovich deferred specific 2025 guidance to the next call but highlighted a positive outlook driven by 17 commercial therapies and new approvals. Mr. Stefanovich acknowledged that Q3 product revenue was below expectations, leading to a more conservative Q4 product view, but noted the services side remains robust. CEO Jerrell Shelton added that the company has adapted to near-term challenges in the cell and gene therapy space.

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