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    Thomas VonDerVellen • Guggenheim Securities, LLC

    Thomas VonDerVellen's questions to 10X Genomics Inc (TXG) leadership

    Thomas VonDerVellen's questions to 10X Genomics Inc (TXG) leadership • Q2 2025

    Question

    Thomas VonDerVellen asked about management's confidence in the base business following recent restructuring, whether more cost cuts are planned, and what the company will look like exiting 2025.

    Answer

    CEO Serge Saxonov expressed strong confidence in the business fundamentals, citing positive trends in reaction volumes and customer feedback, as well as the success of the commercial restructuring. He highlighted the company's focus on cost discipline, strong balance sheet, and positive cash generation, stating they are in 'really good shape' while remaining vigilant in the uncertain environment.

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    Thomas VonDerVellen's questions to Neogenomics Inc (NEO) leadership

    Thomas VonDerVellen's questions to Neogenomics Inc (NEO) leadership • Q2 2025

    Question

    Thomas VonDerVellen of Guggenheim Securities sought reassurance on the second-half revenue ramp, asking about key growth drivers and where the revised guidance is most de-risked, and also inquired about the concentration of NGS revenue.

    Answer

    CEO Tony Zook expressed confidence in the second-half forecast, stating the pharma segment has been significantly de-risked. He identified sales force productivity, the PANTRACER launch, the Adaptive partnership, and the Pathline integration as key growth drivers. He also noted that the contribution from top NGS products continues to grow, now representing 23% of clinical revenue.

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