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Nancy

Vice President and Equity Research Analyst at Morgan Stanley

Nancy is a Vice President and Equity Research Analyst at Morgan Stanley, specializing in the healthcare sector with a focus on biotechnology and pharmaceuticals. She covers specific companies including Regeneron Pharmaceuticals, Vertex Pharmaceuticals, BioMarin Pharmaceutical, and Alnylam Pharmaceuticals, boasting a strong performance track record with a 68% success rate on TipRanks, an average return of 22% per rating, and ranking in the top 10% of analysts covering biotech stocks. Nancy joined Morgan Stanley in 2018 after previous roles at Leerink Partners from 2014 to 2018 and starting her career at Barclays Capital in 2012; she holds Series 7, 63, and 86/87 FINRA licenses along with a CFA designation. Her insights have been frequently cited in major financial media, contributing to high investor returns during volatile market periods.

Nancy's questions to TFI International (TFII) leadership

Question · Q4 2025

Nancy (on behalf of Ravi Shanker) inquired about the fiscal year 2026 guidance, potential scenarios to achieve it, and TFI International's overall outlook for the year. She also asked if TFI's U.S. LTL segment is prepared for an upcycle given recent changes.

Answer

Chairman, President, and CEO Alain Bédard explained the Q1 guidance reflects a persistent freight recession, with early signs of improvement in truckload but continued softness in LTL. He noted logistics has a clearer path to major improvement. Bédard affirmed TFI is ready for an LTL upcycle with improved management tools, Optym software implementation, and a stable sales force.

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Fintool

Fintool can predict TFI International logo TFII's earnings beat/miss a week before the call

Nancy's questions to Aurora Innovation (AUR) leadership

Question · Q4 2025

Nancy, on behalf of Ravi Shanker, inquired about the alignment between Aurora's end-of-year 2026 truck guidance and revenue expectations, specifically regarding truck utilization and the ramp-up schedule. She also asked for clarity on the expected timeline for serial commercial production in 2027.

Answer

Chris Urmson, Co-Founder and CEO, explained that revenue would be back-end loaded in 2026 due to the fleet launch in Q2, with over 200 trucks expected by year-end generating an $80 million run-rate into 2027. Regarding 2027 serial production, he clarified that growth would be steady, building on the 2026 fleet, with incremental volume from other OEM platforms and a significant ramp-up with the third-generation hardware kit from AUMOVIO enabling tens of thousands of trucks.

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Fintool

Fintool can predict Aurora Innovation logo AUR's earnings beat/miss a week before the call