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    Thomas VonDerVellen

    Research Analyst at Guggenheim Securities, LLC

    Thomas VonDerVellen is an Equity Research Analyst at Guggenheim Securities, LLC, specializing in life sciences and diagnostics sector research with coverage that includes companies such as NeoGenomics. Known for providing in-depth industry analysis and actionable investment insights, he has participated in earnings calls and contributed to client research reports that inform institutional decision-making. VonDerVellen began his career in equity research after completing advanced studies in finance and analytics, and he joined Guggenheim Securities following analyst roles at other leading financial institutions. He holds Series 7, 63, 86, and 87 securities licenses and maintains active FINRA registration.

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

    Thomas VonDerVellen's questions to 10x Genomics (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 (NEO) leadership

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

    Question

    Thomas VonDerVellen of Guggenheim Securities asked for reassurance on the second-half revenue ramp given the PANTRACER delay and pharma pressures, and questioned where the revised guidance is most aggressive versus most de-risked. He also asked about the concentration of NGS revenue.

    Answer

    CEO Tony Zook stated the revised guidance is more balanced and confident, with the pharma outlook being the most significantly de-risked component. He identified key second-half growth drivers as increased sales force effectiveness, the PANTRACER launch, the Adaptive partnership, and synergies from the Pathline integration. He also noted that the top NGS products continue to grow as a percentage of revenue, with total NGS now accounting for over 30% of the business.

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    Thomas VonDerVellen's questions to NEOGENOMICS (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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