Analyst
TD Cohen
Equibles does not estimate personal net worth.
Dan Brennan is recorded as Analyst at TD Cohen. Dan Brennan has spoken on 8 earnings calls across 6 companies, most recently for GRAIL, Inc. on November 4, 2026. Those appearances were for GRAIL, Inc. (GRAL), Tempus AI, Inc. (TEM), Thermo Fisher Scientific Inc. (TMO), Agilent Technologies, Inc. (A), Sera Prognostics, Inc. (SERA) and 1 other company. The companies whose calls Dan Brennan spoke on are classified in the Healthcare sector.
“Maybe this first one just on FDA, you mentioned early 27, so is that, I assume that's January. Like, did FDA give a date? Any color on that? And then, you know, you mentioned you've been in active discussion with FDA.”
“Maybe just on EBITDA, you know, nice print. You know, consensus has margins expanding next year, I think, to 7% and then 11 in 28. And there's always this push and pill for diagnostic companies, how much you reinvest back in the business versus let it drop through.”
“Maybe just one more on the panel since it's obviously the topic of yours. So, Josh, you started pretty definitive that there will be a panel. The FDA will alert us when, you know, kind of when the time is right.”
“Maybe just on the buyer production business, you know, you've had a few really good organic growth quarters there from the queues, which we could see you're growing above market, So just any color about where that above market growth is coming from?”
“You highlighted the Omni and some other things. I know you bumped the guide a bit, but it does imply a decel versus what you just printed. Like, was there anything unusual in this quarter on the Omni that's not going to repeat or just kind of walk us through a little bit because it was so exceptional?”
TD Cohen
Analyst
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GRAL
Diagnostics & Research · Healthcare
TEM
Health Information Services · Healthcare
AVTR
Medical Instruments & Supplies · Healthcare
