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    Vidyun Bais • BTIG

    Vidyun Bais's questions to Alpha Teknova Inc (TKNO) leadership

    Vidyun Bais's questions to Alpha Teknova Inc (TKNO) leadership • Q2 2025

    Question

    Vidyun Bais of BTIG inquired about the factors enabling Tecnova to manage through biotech funding headwinds and asked for details on inorganic growth opportunities, including potential M&A or collaborations to fill portfolio gaps.

    Answer

    CEO Stephen Gunstream explained that the company's resilience stems from its broad-based catalog reagents business, which is experiencing double-digit growth and balances challenges in the custom biopharma segment. Regarding inorganic growth, he highlighted a focus on collaborations for upstream bioprocessing products and tuck-in M&A that can leverage Tecnova's existing manufacturing and commercial infrastructure.

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    Vidyun Bais's questions to Alpha Teknova Inc (TKNO) leadership • Q3 2024

    Question

    Vidyun Bais of BTIG asked about Teknova's positioning for revenue acceleration in 2025, given favorable year-over-year comparisons, and whether returning to historical mid-teens growth is a reasonable expectation. Additionally, she inquired about the levers available to improve gross margins and the path to achieving the company's long-term target of over 55%.

    Answer

    President and CEO Stephen Gunstream clarified that while the market is expected to see modest growth in 2025, Teknova aims to return to its historical growth rate of 12-13%, with a broader market recovery expected in 2026. CFO Matt Lowell detailed the path to higher gross margins, stating the long-term target could exceed 60%. He emphasized that the primary driver will be revenue growth leveraging the high fixed-cost structure, with additional gains possible from production efficiencies and product mix changes.

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    Vidyun Bais's questions to Sophia Genetics SA (SOPH) leadership

    Vidyun Bais's questions to Sophia Genetics SA (SOPH) leadership • Q2 2025

    Question

    Vidyun Bais, on for Mark Mossaro of BTIG, asked about customer implementation timelines, inquiring if the company was making progress in shortening the typical 6-to-9-month cycle and what specific steps were being taken to accelerate go-live times.

    Answer

    President Ross Muken acknowledged that novel applications like MSK Access can take up to 12 months to implement due to validation complexities. However, he emphasized that the company is intensely focused on compressing these timelines through improved processes and automation. He provided a recent example of an Exome client signed in late Q1 that is expected to generate revenue by August, demonstrating a much faster implementation cycle for more standard products.

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    Vidyun Bais's questions to Neogenomics Inc (NEO) leadership

    Vidyun Bais's questions to Neogenomics Inc (NEO) leadership • Q2 2025

    Question

    Vidyun Bais of BTIG, on behalf of Mark Massaro, inquired about the performance of the Pathline acquisition and the status of cross-selling initiatives into its customer base.

    Answer

    CEO Tony Zook and President & COO Warren Stone confirmed the Pathline integration is proceeding as planned, with revenue meeting expectations. They noted that necessary test validations were completed in Q2, setting the stage for cross-selling the broader NeoGenomics portfolio in the second half of 2025, with more significant impact expected in 2026.

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    Vidyun Bais's questions to Neogenomics Inc (NEO) leadership • Q4 2024

    Question

    Representing Mark Massaro, Vidyun Bais asked about the company's latest thinking on investing in its next-generation RaDaR platform versus pursuing inorganic growth through M&A.

    Answer

    CEO Christopher Smith clarified that NeoGenomics is pursuing both avenues simultaneously. He stressed that the inorganic strategy is not about large, dilutive acquisitions but rather 'rifle shot' in-sourcing and licensing deals for innovative technologies that are accretive to the business. Internal development continues to be a core focus for the MRD portfolio.

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    Vidyun Bais's questions to Cerus Corp (CERS) leadership

    Vidyun Bais's questions to Cerus Corp (CERS) leadership • Q1 2025

    Question

    Vidyun Bais, on for Mark Massaro, asked about the key assumptions within the 2025 guidance, specifically the expected revenue ramp for IFC in the second half and whether the new INT-200 illuminator launch is factored in. She also questioned the assumptions behind the positive adjusted EBITDA forecast and the potential for material investments later in the year.

    Answer

    Chief Operating Officer Vivek Jayaraman confirmed the guidance includes a ramp-up for IFC and accounted for the INT-200 launch, although the CE Mark approval was received earlier than anticipated. Chief Financial Officer Kevin Green stated that no significant new investments impacting adjusted EBITDA are planned for the rest of the year. He expects SG&A expenses to remain relatively stable, which should provide operating leverage as revenue grows, supporting the goal of full-year positive adjusted EBITDA.

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    Vidyun Bais's questions to Cerus Corp (CERS) leadership • Q4 2024

    Question

    Speaking for Mark Massaro, Vidyun Bais of BTIG, LLC asked about the current penetration level within the five major U.S. blood centers and the remaining opportunity there. She also asked if the Q4 government contract revenue of $5.9 million is a good run rate for 2025.

    Answer

    Executive Vivek Jayaraman stated that while specific penetration levels for most centers are not disclosed, there remains significant upside, and inbound inquiries continue to be strong due to INTERCEPT's benefits beyond FDA guidance compliance. Executive Kevin Green advised against using the Q4 government contract revenue as a baseline for 2025, explaining that he expects revenue from these contracts to grow as activities under the new BARDA agreement and other concurrent awards ramp up.

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    Vidyun Bais's questions to Castle Biosciences Inc (CSTL) leadership

    Vidyun Bais's questions to Castle Biosciences Inc (CSTL) leadership • Q3 2024

    Question

    Vidyun Bais of BTIG, on for Mark Massaro, asked for any updates on the timing of the Novitas coverage review for DecisionDx-SCC and confirmed that payments would continue in the interim.

    Answer

    CEO Derek Maetzold confirmed that DecisionDx-SCC has been a covered test by Medicare since April 2022 and that this continues today. He stated there is no new information on the timing of any future review by Novitas but noted the company's updated guidance assumes payments will continue through the end of 2024.

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