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    Thomas Peterson • Robert W. Baird & Co.

    Thomas Peterson's questions to Castle Biosciences Inc (CSTL) leadership

    Thomas Peterson's questions to Castle Biosciences Inc (CSTL) leadership • Q1 2025

    Question

    Thomas Peterson, on behalf of Catherine Schulte at Baird, asked for confirmation of the plan to shift sales force incentives toward DecisionDx-Melanoma and inquired about the expected timing for the DecisionDx-SCC reimbursement reconsideration requests.

    Answer

    CEO Derek Maetzold confirmed the intention to heavily weight the dermatology sales force's focus toward melanoma in the second half of the year. Regarding the SCC reconsideration, he advised against modeling any SCC revenue for the remainder of 2025 and stated that timing is difficult to project, with updates to be provided as they become available.

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    Thomas Peterson's questions to Castle Biosciences Inc (CSTL) leadership • Q3 2024

    Question

    Thomas Peterson from Robert W. Baird & Co., on for Catherine Schultz, asked about the planned pace of investment in the IDgenetix business and sought clarification on the 2025 profitability guidance, specifically whether it implies full-year or intermittent positive cash flow.

    Answer

    CFO Frank Stokes stated that investment in IDgenetix will remain "very measured" and cautious due to the challenging reimbursement landscape for pharmacogenomic tests. He clarified that the 2025 guidance is for full-year adjusted operating cash flow positivity, with the primary adjustment being noncash stock-based compensation.

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    Thomas Peterson's questions to Twist Bioscience Corp (TWST) leadership

    Thomas Peterson's questions to Twist Bioscience Corp (TWST) leadership • Q2 2025

    Question

    Thomas Peterson asked for the key assumptions, beyond the DNA Data Storage savings, that support the fiscal 2026 adjusted EBITDA breakeven target and how to model core OpEx growth.

    Answer

    CFO Adam Laponis reiterated the clear path to adjusted EBITDA breakeven by the end of fiscal 2026, driven by continued sequential improvements in revenue and gross margin. He stated that core OpEx growth is expected to be at inflationary levels, consistent with prior commentary, as the company maintains discipline on its path to profitability.

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    Thomas Peterson's questions to Twist Bioscience Corp (TWST) leadership • Q4 2024

    Question

    Thomas Peterson asked for more detail on the market share gains in SynBio from the Express offering and requested the expected operating expense for DNA data storage in fiscal 2025.

    Answer

    President and COO Dr. Patrick Finn explained that the Express Genes offering enables Twist to expand its footprint 'downstream' within a customer's workflow, leading to broader adoption. CFO Adam Laponis noted that fiscal 2024 OpEx for data storage was about $25 million on a GAAP basis and that the company expects a 'relatively stable investment profile' for fiscal 2025, without providing a specific figure.

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    Thomas Peterson's questions to Bio-Techne Corp (TECH) leadership

    Thomas Peterson's questions to Bio-Techne Corp (TECH) leadership • Q1 2025

    Question

    Thomas Peterson of Robert W. Baird & Co. asked for the specific growth of the ACD business, visibility on COMET's consumable pull-through for fiscal 2025, and inquired about the impact of China's stimulus program on underlying activity levels.

    Answer

    CEO Kim Kelderman explained that the overall ACD franchise faced some headwinds from its pharma assay services (PDS) business due to pushed-out projects, impacting its growth. Regarding COMET, he noted it's early days for consumables, with RNAscope now in the hands of KOLs for a broader rollout this quarter. CFO Jim Hippel added that the anticipated China stimulus is expected to be sufficient to flip the region from negative to modestly positive growth in the company's third fiscal quarter.

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