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Can you elaborate how CAM improved throughout the quarter? Your confidence here, is this more semi driven or instrumentation
Your diversification beyond health care seems to be helping you. But could you take a minute and provide a view into the pharma and the biotech business
where are you seeing that? Is that more on the LC/MS instrumentation side cell analysis?
Any update on -- to the full utilization of Train C, which I think is anticipated in 2027. The question is really around the margin impact
just trying to get a sense of if there's an acceleration in the near term. And and, obviously, you're seeing a normal budget flush replacement cycle is working.
Can you just elaborate a bit on what you're seeing in their quarter in China in third quarter?
can you size how much of the China growth in the quarter was from the sort of the Lunar New Year timing perspective
Just trying to understand how should we think about the Infinity III replacement cycle? How is it doing in the environmental labs versus the pharma labs?
we were expecting more orders and maybe more continued orders. And so I'm just trying to understand, so why are you expecting it in the second and the rest
can you elaborate the margin contribution? You talked about pricing on one end, number of cost efforts and also reducing some of the management changes
could you elaborate on your manufacturing and final assembly positions just globally so we can understand sort of how much of the product is sort of China for China
given the launch timing, was there any pause that you saw in on the instrumentation? And what is the order book telling you?
There is a 20% pricing rebate for those manufacturing locally. This is beyond the VBP and the DRG headwinds
just wondering if you could provide any color on the order growth or book-to-bill in the quarter
Can you talk to us about the updated number there? And just given the inter-quarter changes with US-China trade
how broad is the exposure to gene therapies? And I totally recognize that, you know, innovation doesn't come without risk
the USPSTF members, as you saw, the committee has been purged and there's an expectation new members are going to come in. Just wanted to get your thoughts
can you elaborate a little bit about how do you see that conversion in the last quarter here and then '26?
why wouldn't you see more CapEx pressures from the hospital and the hospital systems in the current economic environment?
can you elaborate a little bit on the incentive comp changes and the sales rep changes in the field?
Does this change your appetite for further M&A and capital deployment in the space?
What are some of the steps there that you're taking that could yield sort of an immediate or near-term result?
just on the academic and government side, I know the reagent exposure is there. So just trying to understand if the grants are fewer next year
the improvement that you're seeing in this quarter, is it more of the, you know, China tariffs impacted situation from the last quarter?
Diagnostics was supposed to be the support or the ballast in these challenging time in tools, but it's turning out to be no different
Can you talk a little bit about how much of that was installed in new contracts versus continuing licensing and service?
just indirect exposure that you have and just given the sort of funding challenge that might arise there
Wondering, if you can elaborate if there was any one-timers in the quarter. Any upside from Signals versus ChemDraw licenses?
what gives you confidence that this is not any share loss in R&D Systems and Novus Biologicals?
Can we still do mid-single-digit growth? Can Bio-Techne do mid-single-digit growth still in fiscal '27?
I appreciate the meaningful step up that needs to happen in the fourth fiscal quarter here. In organic growth
China, it's the third quarter. We are in a positive territory, and the growth is accelerating
are you continuing to see the momentum on new clinical trial adds?
there is multiyear funding number of grants that are lower in '26 versus '25, more concentration, fewer grad students, fewer bodies in the lab
can you talk a little bit about what instruments are driving growth there? Lunaphore was obviously weak in academic setting
Are you expecting low single digit for the full year fiscal '26? And if you could talk a little bit about the cadence of that over the next 4 quarters
I'm wondering what you can provide there, just given a lot of -- I appreciate the uncertainty, but with China, NIH and with tariffs
Could you provide more context into that, Jim, in terms of the impact you're expecting on academic, I mean, it's a meaningful reduction versus what you had before
can you talk a little bit about the pull forward that you saw from Q3 to Q2 in cell and gene therapy GMP products?
How does that shape your opportunity base when looking at
are these new trial starts or existing trials that are scaling up or moving into later phases?
could you elaborate how sustainable is that momentum and speak to both the spatial versus the diagnostic side of the business
could you elaborate what you're hearing from your larger biopharma large cap customers versus the early emerging biotechs
Could you talk a bit about how much of the growth was driven by volume in the quarter
Are you seeing sort of a pull forward of that replacement cycle peak
was there any contribution from extra selling days in Q1 that you're contemplating
I would love to understand if you could, how much of a cushion there is in these numbers? How adjusted are they
on 4Q, just wondering if you're expecting a budget flush in the fourth quarter. If there are any pull forwards in the third quarter
With the subscription-based model, how should we think about the incremental upside here versus the prior Empower model
There was improvement in the NIH sentiment overall with the standard appropriations. But just wondering, instrumentation side, how do you expect that to
could you talk about the sequence of an order or a sequence of events that you want to focus on e-commerce service attachment, instrumentation replacement
can you talk – take a minute and talk about how the pharma customers in the U.S. and Europe versus the pharma customers in India are thinking about in this macro environment
Can you elaborate on what's already completed and what remains to be in terms of supply chain realignment in terms of Wilmslow, Singapore versus U.S.
India, Udit, I would love to get your thoughts on 70 bps to 100 bps contribution again strong throughout 2024
first quarter guide, 4% to 7%, a little bit wider than historical pattern. Just want to clarify I know you talked about the full year guide