Kyle Boucher

Healthcare

Limited coverage. Only 6 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q2 '25Q1 '26

Focus Areas7 topics

Revenue Growth3Guidance Reliability3Demand2Product Launch1Margin1Macroeconomic1Trade Tariffs1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History6 questions

TECHBio-Techne3 quarters

2026 Q1

I guess beyond biotech performance, I mean, is there anything else that's sort of getting worse?

Revenue GrowthGuidance ReliabilityView in transcript →

how sustainable do you think these levels of growth are going forward? I mean, do they face easy comps year-over-year?

Revenue GrowthProduct LaunchView in transcript →

2025 Q3

Was there any catch-up in fiscal Q1 from some of those disruptions you saw at the end of the last fiscal year?

Revenue GrowthDemandView in transcript →

next quarter, assuming the same level of growth, minus 1%, what does that sort of imply for the EBIT margin

MarginGuidance ReliabilityView in transcript →

2025 Q2

how does pharma sort of fit within that framework?

DemandGuidance ReliabilityView in transcript →

Could you quantify how much maybe pull forward you saw in the fiscal fourth quarter?

MacroeconomicTrade TariffsView in transcript →