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    Matthew Parisi • KeyBanc Capital Markets

    Matthew Parisi's questions to Alpha Teknova Inc (TKNO) leadership

    Matthew Parisi's questions to Alpha Teknova Inc (TKNO) leadership • Q2 2025

    Question

    Matthew Parisi of KeyBanc Capital Markets asked for updated growth expectations for the catalog business, clarification on the drivers of the Clinical Solutions revenue rebound in Q2, and insight into revenue phasing for the second half of the year.

    Answer

    CFO Matt Lowell indicated that full-year catalog business growth is now expected to surpass the initial mid-single-digit forecast, potentially reaching high-single or low-double digits. He clarified the Q2 Clinical Solutions growth was due to general business trends, not a single large order, and projected that second-half revenue would be similar to the first, with a seasonally softer Q4.

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    Matthew Parisi's questions to Alpha Teknova Inc (TKNO) leadership • Q4 2024

    Question

    Matthew Parisi of KeyBanc Capital Markets requested an updated number of Cell and Gene Therapy customers and asked about Teknova's involvement with any commercial-stage therapies. He also asked for guidance on the expected revenue phasing for 2025.

    Answer

    President and CEO Stephen Gunstream stated that Cell and Gene Therapy customers now account for 27% of total revenue, with 23 clinical customers in this segment. He confirmed Teknova is not yet supporting any commercialized therapies, as its strategic focus on this area began in 2021. CFO Matthew Lowell provided 2025 revenue phasing guidance, expecting Q1 to be the lowest quarter, followed by sequential growth in Q2 and Q3, and a slight seasonal dip in Q4.

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    Matthew Parisi's questions to Azenta Inc (AZTA) leadership

    Matthew Parisi's questions to Azenta Inc (AZTA) leadership • Q3 2025

    Question

    Matthew Parisi of KeyBanc Capital Markets asked if the company's 1% NIH funding headwind estimate might be revised given recent positive legislative news suggesting a potential funding increase.

    Answer

    CEO John Marotta stated that the positive news of a potential 1% NIH funding increase is consistent with their field intelligence and that they remain bullish on the outlook. He clarified that Azenta is well-positioned to support the direct research that would result from such an increase, whether through its multiomics or sample management services.

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