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    Yih-Ming Tu

    Managing Director and Senior Analyst at Morgan Stanley

    Yih-Ming Tu is a Managing Director and Senior Analyst at Morgan Stanley, specializing in equity research with a focus on Taiwan-based technology and hardware companies. He has covered major firms such as Hon Hai Precision (Foxconn), Quanta Computer, Compal Electronics, and Wistron, with a strong reputation for providing in-depth industry insight and accurate stock calls. Tu began his career in investment research in the late 1990s, previously holding analyst roles at Citigroup and JP Morgan before joining Morgan Stanley in 2011, and has consistently ranked among the top Taiwan tech analysts by various industry surveys. He holds multiple professional certifications, including FINRA Series 7 and Series 63 licenses, and is recognized for his detailed coverage and influential market research in the Asian equities space.

    Yih-Ming Tu's questions to Cryoport (CYRX) leadership

    Yih-Ming Tu's questions to Cryoport (CYRX) leadership • Q4 2024

    Question

    Yih-Ming Tu, on for Tejas Savant, requested more detail on MVE stability by region, the sufficiency of the 'China for China' strategy amidst tariff risks, and the 2025 revenue contribution from new therapies.

    Answer

    Executive Jerrell Shelton described MVE stability as being in the collective order patterns. Regarding China, he confirmed the 'China for China' strategy is being implemented, with VP Thomas Heinzen adding the 2025 guide assumes no China recovery. CSO Dr. Mark W. Sawicki noted multiple new therapies will contribute meaningfully in 2025 but doesn't anticipate FDA layoff-related delays.

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    Yih-Ming Tu's questions to Cytek Biosciences (CTKB) leadership

    Yih-Ming Tu's questions to Cytek Biosciences (CTKB) leadership • Q4 2024

    Question

    Yih-Ming Tu of Morgan Stanley, on for Tejas Savant, asked for quantification of Cytek's NIH funding exposure, the expected impact of academic budget pressures on the 2025 guidance, and the nature of orders from large pharma/CRO customers.

    Answer

    CFO William McCombe stated that direct NIH-funded revenue was approximately 5% of total 2024 revenue and that it was too early to determine the full impact. CEO Wenbin Jiang emphasized that over 50% of revenue is from outside the U.S., providing a buffer. Regarding pharma and CROs, Jiang noted customers are standardizing on Cytek's platform for translational work, and McCombe added that the biotech/pharma/CRO segment grew 14% YoY in Q4.

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