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    Robert Farrell • Scarlet Knight Capital

    Robert Farrell is an Equity Analyst at Scarlet Knight Capital with a focus on the biotech and life sciences sector, providing research coverage on companies such as ImmunoPrecise Antibodies Ltd. With a recent career highlight including coverage of ImmunoPrecise's fiscal 2025 outlook, he is noted for his detailed questioning and fundamental approach on earnings calls. Farrell began his career analyzing public companies and joined Scarlet Knight Capital prior to 2024, having previously built experience in investment research roles. He maintains active professional credentials required for equity research analysts, though specific FINRA licenses and ranking metrics are not publicly disclosed.

    Robert Farrell's questions to Immunoprecise Antibodies Ltd (IPA) leadership

    Robert Farrell's questions to Immunoprecise Antibodies Ltd (IPA) leadership • Q1 2025

    Question

    Robert Farrell, a new investor, asked if IPA is experiencing reduced client demand similar to trends reported by Charles River Labs. He also requested an elaboration on IPA's licensing model, its connection to the LENSai platform and Talem pipeline, and how it creates value. Furthermore, he inquired about the licensing model's impact on the company's net present value and market capitalization, and concluded by asking for commentary on potential macro tailwinds like lower interest rates.

    Answer

    CEO Jennifer Bath stated that, unlike some peers, IPA continues to see strong demand for its services, driven by its B-cell Select platform and strategic investments in LENSai. She explained that the licensing model is designed to balance short-term revenue with long-term value by out-licensing AI-enhanced assets. Bath detailed that this model positively impacts net present value by creating more predictable revenue streams, which in turn can boost investor confidence and market capitalization. She also agreed with the positive outlook on macro tailwinds, noting a recent shift in tone on Wall Street and the potential for well-positioned biotech companies to benefit from a market recovery.

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