Sign in

    Steven Mah

    Senior Equity Research Analyst at TD Cowen

    Steven Mah, Ph.D., is a Senior Equity Research Analyst at TD Cowen, specializing in life science and diagnostic tools with an emphasis on innovative sectors such as synthetic biology and AI-driven health solutions. He provides coverage for companies in these segments and has maintained a 33.33% success rate with an average return of 10.7% on his stock recommendations. Dr. Mah joined TD Cowen in early 2022 after serving as a senior analyst at Piper Sandler and previously worked in healthcare investment banking at Piper Sandler, focusing on M&A and equity transactions. He holds a B.S. in molecular biology from UCLA, a Ph.D. in molecular biology from UC San Diego, and an MBA from Cornell’s Johnson Graduate School of Management.

    Steven Mah's questions to ME leadership

    Steven Mah's questions to ME leadership • Q4 2024

    Question

    Asked for confirmation on the Total Health rollout timeline, the reasons for its delay, and how the company is managing cash burn while funding its therapeutics business.

    Answer

    The Total Health rollout to existing customers is confirmed for calendar Q3; the delay is due to engineering priorities. The company is managing cash burn through cost reductions in its Consumer & Research segments while funding specific clinical trial phases for its key therapeutic assets to extend its cash runway.

    Ask Fintool Equity Research AI

    Steven Mah's questions to Evotec (EVO) leadership

    Steven Mah's questions to Evotec (EVO) leadership • Q2 2023

    Question

    Asked for details on the Just-Evotec Biologics €1 billion order book, how it compares to projections, and if the macro environment has affected plans for future J.POD expansion.

    Answer

    The €1 billion order book consists of committed work, a significant increase from previous projections of around €100 million, providing a strong runway for the next few years. The plan for J.PODs remains focused on the US and Europe (Toulouse), as their high productivity provides sufficient capacity for the near term.

    Ask Fintool Equity Research AI