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    Noah Lewis

    Research Analyst at Raymond James

    Noah Lewis is an Equity Research Intern at Raymond James, having joined the firm less than a year ago to begin his career in equity analysis. His work focuses on supporting senior analysts within Raymond James’s equity research division, though specific companies under his coverage or quantified performance track records are not yet publicly documented. Prior to joining Raymond James, Lewis gained brief experience at seven different organizations, equipping him with a diverse foundation for his transition into professional finance. As an early-career analyst intern, his professional credentials and securities licenses have not been detailed in public records.

    Noah Lewis's questions to Cytek Biosciences (CTKB) leadership

    Noah Lewis's questions to Cytek Biosciences (CTKB) leadership • Q2 2025

    Question

    Noah Lewis of Raymond James questioned the gross margin performance, asking about the expected cadence for the rest of the year and the impact of one-time items. He also sought more detail on the drivers of biopharma strength in the U.S.

    Answer

    CFO William McCombe explained that gross margins are expected to improve in the second half of the year, driven by seasonally higher instrument revenues and the absence of one-time costs that impacted Q1 and Q2. He noted the Q2 margin was affected by a one-time inventory adjustment for service parts. Regarding biopharma, McCombe stated the strength was broad-based across large pharma and smaller biotech, driven by the harmonization capabilities of Cytek's technology and the new features of the Aurora EVO system.

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    Noah Lewis's questions to Cytek Biosciences (CTKB) leadership • Q2 2025

    Question

    Noah Lewis of Raymond James questioned the gross margin cadence for the remainder of the year, noting one-time costs, and asked for more detail on the source of biopharma strength in the U.S. and its potential sustainability.

    Answer

    CFO William McCombe explained that gross margins are expected to improve in the second half of the year due to seasonally higher instrument revenues and the absence of non-recurring charges seen in Q1 and Q2. He clarified that the biopharma strength was broad-based, with large pharma being a significant driver due to the harmonization capabilities of Cytek's technology. The new Aurora EVO system is also expected to be highly valued by these customers.

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    Noah Lewis's questions to Cytek Biosciences (CTKB) leadership • Q2 2025

    Question

    Noah Lewis of Raymond James questioned the cadence for gross margins for the remainder of the year, asking about one-time impacts and tariff headwinds. He also sought more detail on the source of biopharma strength in the U.S. market.

    Answer

    CFO William McCombe explained that gross margins are expected to improve in the second half of the year, driven by seasonally higher instrument revenues and the absence of non-recurring charges that impacted Q1 and Q2. He clarified that the biopharma strength was broad-based, with large pharma being a significant portion, driven by the harmonization capabilities of Cytek's technology and the new features of the Aurora EVO system.

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    Noah Lewis's questions to Cytek Biosciences (CTKB) leadership • Q2 2025

    Question

    Noah Lewis of Raymond James questioned the gross margin cadence for the remainder of the year following some one-time costs and asked for more detail on the drivers of biopharma strength in the U.S.

    Answer

    CFO William McCombe stated that he expects gross margin improvement in the second half, driven by seasonally higher instrument revenues and the absence of non-recurring costs seen in H1. He also clarified that the U.S. biopharma strength was broad-based, with large pharma being a significant driver due to the harmonization capabilities of Cytek's technology and the new features of the Aurora EVO system.

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    Noah Lewis's questions to Cytek Biosciences (CTKB) leadership • Q2 2025

    Question

    Noah Lewis of Raymond James inquired about the expected gross margin cadence for the remainder of the year, considering one-time costs, and sought more detail on the drivers of biopharma strength in the U.S. market.

    Answer

    CFO William McCombe projected gross margin improvement in the second half of the year, driven by seasonally higher instrument revenues and the absence of one-time costs that impacted Q1 and Q2. He also noted that the biopharma strength was broad-based, with large pharma being a key contributor, driven by the harmonization capabilities of Cytek's technology and the advanced features of the new Aurora EVO system.

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    Noah Lewis's questions to Cytek Biosciences (CTKB) leadership • Q4 2024

    Question

    Noah Lewis of Raymond James, on for Andrew Cooper, inquired about the drivers behind the lower G&A expense, asking if it was sustainable or due to a one-time benefit, and also questioned the company's ability to pass through potential tariff-related costs.

    Answer

    CFO William McCombe clarified that the lower G&A in Q4 was due to a $2.6 million one-time benefit and that the underlying quarterly run rate has been held flat. CEO Wenbin Jiang stated that the ability to pass on tariff costs depends on their magnitude and that there would be a delay due to honoring existing customer quotes.

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    Noah Lewis's questions to ORASURE TECHNOLOGIES (OSUR) leadership

    Noah Lewis's questions to ORASURE TECHNOLOGIES (OSUR) leadership • Q2 2025

    Question

    Noah Lewis, on behalf of Andrew Cooper at Raymond James, asked for clarification on the drivers behind the Q2 gross margin outperformance, questioning if it was solely due to insourcing manufacturing or if other factors like packaging improvements were involved. He also inquired about the strength in the Diagnostics segment, its performance in the clinical setting, and whether any revenue was pulled forward due to tariffs.

    Answer

    CFO Kenneth McGrath explained that the Q2 gross margin beat was driven by a combination of factors, primarily manufacturing improvements and lower scrap, noting that other efficiencies like packaging are more volume-dependent. Regarding Diagnostics, McGrath attributed the Q2 strength to the timing of large international orders and domestic 'Together Take Me Home' program orders, both of which are expected to slow in Q3. CEO Carrie Manner added that the company is intentionally expanding into clinical settings like emergency rooms and clinics and co-selling its Syphilis test to help offset public health funding challenges.

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