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Analyst
Sung Nam
Period: Reporting periods mapped to calendar 2024 Q3 – 2025 Q2 (4 quarters).
- Questions
- 10on tracked calls
- Challenge rate
- 0%none of 10 questions
- Companies
- 3questioned at least once
- Reporting periods
- 4with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 10 of 10 questions from 3 companies
TECHBio-Techne6 questions · 3 reporting periods · 0 of 6 challenging
Calendar 2025 Q1
I was wondering about academic market outside the U.S., whether Spatial could be growing faster? And then also the recent launch of spatial protein proximity detection
Show response
Kim confirmed COMET still achieved double-digit instrument growth despite academic headwinds with strong win/loss rates. Highlighted unique multiomics capability now expanded to include protein-protein interactions alongside RNA and protein detection, with no competitor offering equivalent breadth.
in an environment where there might be significant CapEx spending going towards U.S., expanding U.S. manufacturing reshoring, et cetera. by potential pressure on the early stage
Show response
Jim noted pharma sectoral tariff discussions added another layer of uncertainty factored into Q4 guide. However emphasized pharma companies are cash-rich and CapEx needs may not translate to R&D cuts. Kim added portfolio is now distributed across discovery through manufacturing, reducing early-stage concentration risk.
Calendar 2024 Q4
would you be able to comment on kind of how Biotech stacks up against competitors on that front? How game changing is this capability
Show response
Kim cited sustainable competitive advantages from combining internal expertise, decades of proprietary data, and early AI investment. Six designer proteins launched with steady cadence ahead.
how quickly do you do you expect the customers to adopt the multi omni capabilities whether that would require further market development?
Show response
Kim emphasized COMET as only provider of true multiomics in spatial with 24 proteins and 12 RNA targets simultaneously. Key opinion leaders generating data with broader rollout underway. RNAscope already successful in clinical markets.
Calendar 2024 Q3
could you maybe elaborate further in terms of which of the product or business segments where you might have seen the strongest growth in the quarter?
Show response
Kim noted academic growth was broad across product lines and regions, driven by research funding flowing into cancer and neuroscience fields that benefit Bio-Techne's portfolio.
Was wondering if there might be any updates in terms of any of the partnership opportunities, especially with the Exosome Diagnostics' technology
Show response
Kim confirmed Thermo kidney rejection partnership progressing, other signatures in the making, but primary focus now on developing exosome-based tests for Asuragen channel like upcoming ESR1 test.
WATWaters Corporation3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q2
Was curious about tariffs, specifically with India currently, just assuming that's not affecting your generics business
Show response
No tariff impact seen on India generics; customers ramping capacity for semaglutide opportunity and upcoming patent cliffs.
Just curious about your drug discovery business out -- for your pharma end market, recognizing that's a very small part of your business
Show response
Drug discovery (~5% of pharma) and biotechs remain slow with replacement cycle not kicked in; CROs and China branded generics also lagging.
Calendar 2025 Q1
could you remind us kind of what is the latest number for that in terms of your exposure? And then also curious kind of what you're seeing on the ground currently
Show response
U.S. A&G is ~3% of revenue, grew double digits in Q1 but assumed -20% for rest of year as derisking.
ILMNIllumina, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
was kind of curious if you might be able to comment on kind of the opportunities for Illumina
Show response
Jacob framed Stargate as evidence of US commitment to genomics-enabled healthcare and Illumina as a natural partner.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| TECH Bio-Techne | 6 | 0%none of 6 questions |
| WAT Waters Corporation | 3 | 0%none of 3 questions |
| ILMN Illumina, Inc. | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q3 | 2 | 0%none of 2 questions | 1 |
| 2024 Q4 | 3 | 0%none of 3 questions | 2 |
| 2025 Q1 | 3 | 0%none of 3 questions | 2 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
- 2024 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand5
- Innovation & R&D4
- Competitive Dynamics2
- Trade Tariffs2
- Product Launch2
- Geographic Expansion1
- Revenue Growth1
- Macroeconomic1
- Cloud & AI1