Analyst
UBS
Equibles does not estimate personal net worth.
Lu Li is recorded as Analyst at UBS. Lu Li has spoken on 6 earnings calls across 4 companies, most recently for QuidelOrtho Corp on May 5, 2026. Those appearances were for Fulgent Genetics, Inc. (FLGT), 10x Genomics, Inc. (TXG), QuidelOrtho Corp (QDEL) and Veracyte, Inc. (VCYT). The companies whose calls Lu Li spoke on are classified in the Healthcare sector.
“Why don't you go back to China a little bit? I think you mentioned that in the guide, you're assuming the China impact are basically happening in the first half and not the second half.”
“I think the first one probably sticking to the position diagnostic. If you ask getting the largest customer impact, what is the underlying business growth for the remainder portfolio?”
“I think the first question on your largest customer. So if I'm doing my math correct, I think the very new loss for that customer is about 70% for 2026. I'm just wondering if you can confirm the math and then also how conservative is this, like any risk that they can kind of like in-house more?”
“First one on the new product, a very new contribution. Understand that it's not including the guide. I wonder whether you guys have like kind of an internal target that you wanted to hit.”
“You mentioned that the scientists increasingly prefer Xenium over VZM. I wonder, can you talk a little bit about your kind of like mobile math for VZM going forward?”
UBS
Analyst
Transcript header (unverified)
Diagnostics & Research · Healthcare
QDEL
Medical Devices · Healthcare
VCYT
Diagnostics & Research · Healthcare
