Analyst
RBC Capital Markets
Equibles does not estimate personal net worth.
Dan Leonard is recorded as Analyst at RBC Capital Markets. Dan Leonard has spoken on 5 earnings calls across 5 companies, most recently for Repligen Corp on October 27, 2026. Those appearances were for Repligen Corp (RGEN), Bio-Rad Laboratories, Inc. (BIO), Waters Corp (WAT), Guardant Health, Inc. (GH) and Danaher Corp (DHR). The companies whose calls Dan Leonard spoke on are classified in the Healthcare sector.
“I was hoping you could talk more about biosimilars as a growth driver. we just saw the first biosimilar for Keytruda filed with the FDA. And, you know, with that context, can you speak to when the biosimilar inflection might occur for your business?”
“I wanted to follow up on the organizational actions first, both on magnitude as well as timing. I think you said $30 to $35 million in savings with a $90 million one-time cost number associated with that.”
“At risk of being a bit redundant here, just want to talk a bit more about the sustainability of the improved trajectory in BD and reconcile some of the math. So, Uda, I hear you that the exit rates is greater than 6% growth, but you have a negative 10% comp in Q4.”
“So I have a follow-up question on the UnitedHealthcare decision.”
“Circling back to biotech for a moment, Is there any common thread you can call out between those few customers that delayed shipments, whether it be, you know, decisions on where to put manufacturing or inventory drawdowns, anything that would unite the few?”
RBC Capital Markets
Analyst
Transcript header (unverified)
RGEN
Medical Instruments & Supplies · Healthcare
WAT
Diagnostics & Research · Healthcare
DHR
Diagnostics & Research · Healthcare
