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Paul

Managing Director and Equity Research Analyst at KeyBanc Capital Markets

Paul Golding is a Managing Director and Equity Research Analyst at KeyBanc Capital Markets, specializing in the software sector with a focus on enterprise software, cybersecurity, and application software companies. He covers specific firms including ServiceNow (NOW), CrowdStrike (CRWD), Workday (WDAY), and Palo Alto Networks (PANW), boasting a strong performance track record with a 68% success rate on TipRanks, an average return of 22.5%, and rankings in the top 10% of analysts covering technology stocks. Golding joined KeyBanc in 2014 after prior roles at William Blair & Company from 2007 to 2014 and earlier positions at RBC Capital Markets starting in 2003; he holds Series 7, 63, and 87 FINRA licenses along with an MBA from the University of Chicago Booth School of Business.

Paul's questions to Guardant Health (GH) leadership

Question · Q4 2025

Paul from Stifel asked about Guardant Health's regulatory strategy for multi-cancer Shield, considering recent competitor data and FDA flexibility on evidence generation.

Answer

Co-CEO AmirAli Talasaz emphasized the importance of early-stage detection performance for multi-cancer detection and highlighted Guardant's strategy to capture broad clinical evidence and establish utility at scale through its commercial Shield offering.

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Question · Q4 2025

Paul asked about Guardant's regulatory strategy for multi-cancer Shield, specifically how recent MCED trial data (not meeting a primary endpoint) and FDA flexibility on evidence generation might influence their approach.

Answer

AmirAli Talasaz, Co-CEO, emphasized the importance of early-stage detection performance for MCED and believes Shield's technology could redefine it. He highlighted Guardant's strategy to capture extensive clinical evidence and medical records from U.S. patients undergoing MCD testing, leveraging Shield's commercial scale to establish utility efficiently.

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Fintool

Fintool can write a report on Guardant Health logo GH's next earnings in your company's style and formatting

Paul's questions to DuPont de Nemours (DD) leadership

Question · Q4 2025

Paul, representing KeyBanc Capital Markets, asked about current auto trends and the expected cadence for DuPont's 2026 outlook.

Answer

CEO Lori Koch stated that while IHS forecasts overall auto builds to be flat, DuPont expects to slightly outperform due to EV growth, which was strong in 2025 and is anticipated to continue in 2026, with quarterly variations.

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Fintool

Fintool can predict DuPont de Nemours logo DD's earnings beat/miss a week before the call