Lu Li

Healthcare

Limited coverage. Only 4 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

Q1 '25Q2 '25

Focus Areas5 topics

Revenue Growth2Macroeconomic2Trade Tariffs2Innovation & R&D1Guidance Reliability1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

HOLXHologic2 quarters

2025 Q2

I think you mentioned that you're going to have a test menu expansion on Fusion. I wonder if you can comment a little bit on the timing and the potential revenue contribution

Innovation & R&DRevenue GrowthView in transcript →

I wonder can you quantify what will be the magnitude of that?

MacroeconomicTrade TariffsView in transcript →

2025 Q1

any color that you can share on why higher growth in Q4, like any conversation that you have with the customer that really gives you the confidence about the ramp?

Revenue GrowthGuidance ReliabilityView in transcript →

is there any scenario where there's a retaliation coming out from Europe given that most of your manufacturing is actually in the U.S., would that be an issue?

Trade TariffsMacroeconomicView in transcript →