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Sentiment · FY2026 Q3
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We currently own 20% of Wilson Wolf and will complete the full acquisition by the end of calendar year 2027 or sooner based upon achievement of certain milestones.”
Bio-Techne owns 20% of Wilson Wolf (G-Rex bioreactors) and will complete the full acquisition by end of 2027; Wilson Wolf grew 20% and carries 70%+ EBITDA margins, an M&A read-through on the target.
“We also announced an expanded agreement with Oxford Nanopore Technologies, building on last year's successful launch of the AmplideX Nanopore Carrier Plus kit.”
Bio-Techne expanded its partnership with Oxford Nanopore for carrier-screening genetic testing kits, a positive read-through for Oxford Nanopore's sequencing platform.
“Wilson Wolf is a developer and manufacturer of the market-leading G-Rex bioreactor line, which enables high-yield, cost-effective workflows for cell therapy manufacturing.”
Bio-Techne owns 20% of Wilson Wolf and plans to acquire the rest, combining its G-Rex bioreactors with Bio-Techne reagents for cell therapy manufacturing.
“Another highlight is that we reinforced our leadership in RUO assays through a strategic distribution partnership with Sphere Bio.”
Bio-Techne's new distribution partnership with Sphere Bio, building on its earlier participation in Sphere Bio's $45 million Series A, expands Sphere Bio's reach into Alzheimer's biomarker immunoassays.
“A recent example is the role Simple Western plays in supporting the FDA approval of Abeona Therapeutics cell-based gene therapy.”
Bio-Techne's Simple Western platform supported the FDA approval of Abeona Therapeutics' cell-based gene therapy, underscoring growing adoption of Bio-Techne's QC tools in regulated therapeutic manufacturing for Abeona.
“Bio-Techne currently owns 20% of Wilson Wolf and is on track to acquire the remaining 80% by the end of calendar 2027 or earlier contingent upon milestone achievements.”
Bio-Techne's 20%-owned bioreactor manufacturer Wilson Wolf grew over 20% in fiscal 2025 with EBITDA margins above 70%, and Bio-Techne is on track to acquire full ownership by the end of calendar 2027.
“Last night, we announced the divestiture of our Exosome Diagnostics business, including the ExoDx prostate test and our CLIA-certified clinical laboratory to MDxHealth, a recognized leader in urology and specifically prostate cancer diagnostics.”
Bio-Techne's divestiture of its Exosome Diagnostics business (including the ExoDx prostate test) to MDxHealth strengthens MDxHealth's position as a recognized leader in urology and prostate cancer diagnostics.
“we launched the AmplideX Nanopore Carrier screening Plus Kit, which utilizes Oxford Nanopore’s long-read sequencing technology to directly capture many complex genomic variants in a single workflow.”
Bio-Techne's Asuragen division built a new carrier-screening kit on top of Oxford Nanopore's long-read sequencing technology.
“So, yes, Wilson Wolf continues to perform very, very well. They had growth very solidly into the double-digit growth rates this most recent quarter.”
Wilson Wolf, a cell-therapy consumables maker in which Bio-Techne holds a minority investment, posted double-digit growth in the quarter and is on track for a strong 2025.
“we have a very, very much a valued partnership with Thermo Fisher Scientific where we utilize the Fisher channels for ease of ordering.”
Bio-Techne distributes through Thermo Fisher's Fisher Scientific ordering channels as part of its academic-market commercial strategy.
“distribution agreement with MedSomTec to expand access to our portfolio in Turkey and Azerbaijan”
Bio-Techne signed a new distribution agreement with MedSomTec to expand market access in Turkey and Azerbaijan.
“partnership with LeaderLife Sciences to fortify access to our portfolio across the Gulf cooperating countries”
Bio-Techne announced a new distribution partnership with LeaderLife Sciences expanding its reach into Gulf Cooperation Council markets.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Matt Larew | William Blair | 14 (14%) |
| Puneet Souda | Leerink Partners | 14 (21%) |
| Dan Leonard | RBC Capital Markets | 12 (8%) |
| Patrick Donnelly | Citigroup | 11 (0%) |
| Dan Arias | Stifel | 9 (11%) |
| Dan Markowitz | Evercore ISI | 7 (14%) |
| Kyle Boucher | TD Cowen | 6 (0%) |
| Sung Nam | Scotiabank | 6 (0%) |
| Mac Etoch | Stephens | 5 (0%) |
| Justin Bowers | Deutsche Bank | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Leerink Partners | 1 | 14 (21%) |
| William Blair | 1 | 14 (14%) |
| RBC Capital Markets | 2 | 14 (7%) |
| Citigroup | 1 |
| 11 (0%) |
| Stifel | 1 | 9 (11%) |
| Evercore ISI | 1 | 7 (14%) |
| Stephens | 2 | 7 (0%) |
| TD Cowen | 1 | 6 (0%) |
Bio-Techne delivered flat organic revenue of $295.9 million as FDA Fast Track timing from two large cell therapy customers created a 400 basis point headwind, masking 4% underlying growth. GMP reagents declined 50% on the customer-specific air pocket, but the remaining customer base grew nearly 30%, and proteomic analysis instruments grew upper single digits led by continued LEO adoption. COMET spatial biology bookings accelerated nearly 40% for the second consecutive quarter while China delivered mid-single digit growth for a third straight quarter. Adjusted operating margin expanded 100 basis points to 31.1% as the company maintained full-year guidance for low single digit growth and 100bp margin expansion.
Demand | Revenue Growth | Guidance Reliability | Macroeconomic | Margin | Product Launch | Cost Pressure | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 8 | 6 | 1 | 2 | 1 | 5 | 1 | 1 |
| 2025Q2 | 7 | 6 | 1 | 3 | 3 | 1 | 1 | 2 |
| 2025Q3 | 6 | 5 | 3 | 2 | 2 | 2 | 1 | |
| 2025Q4 | 8 | 5 | 5 | 5 | 3 | 2 | 2 | |
| 2026Q1 | 9 | 10 | 4 | 1 | 3 | 1 | 1 | |
| 2026Q2 | 7 | 4 | 2 | 2 | 3 | 2 | 3 | 1 |
| 2026Q3 | 7 | 6 | 3 | 3 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Demand | 8 | 7 | 6 | 8 | 9 | 7 | 7 |
| Revenue Growth | 6 | 6 | 5 | 5 | 10 | 4 | 6 |
| Guidance Reliability | 1 | 1 | 3 | 5 | 4 | 2 | 3 |
| Macroeconomic | 2 | 3 | 2 | 5 | 1 | 2 | 3 |
| Margin | 1 | 3 | 2 | 3 | 3 | 3 | |
| Product Launch | 5 | 1 | 2 | 2 | 1 | ||
| Cost Pressure | 1 | 1 | 2 | 1 | 3 | ||
| M&A | 1 | 2 | 1 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TECH Bio-Techne | 4 | -1.5% | |
| ALNY Alnylam Pharmaceuticals | 9 | +96.4% | |
| INCY Incyte | 9 | +20.9% | |
| INSM Insmed Incorporated | 8 | +229.6% | |
| MRNA Moderna | 8 | +263.6% | |
| REGN Regeneron Pharmaceuticals | 7 | +19.0% | |
| VRTX Vertex Pharmaceuticals | 6 | +7.8% |