Daniel Markowitz

“First, I wanted to ask on Signatera ASPs. It's nice to see the continued progress there. Steve and Mike, you both had some helpful comments on the step function improvements that we could see from specific catalysts.”

“So when I look back at the Investor Day last year, you gave some helpful targets for 2028. And there have been, like I just said, lots of positive developments since then.”

“I wanted to ask on the GOP-1s. Assumed in the guide, it seems to imply a steep drop-off in the second half versus the first half. I do think I know the answer here, but just to be super clear, does this reflect anything you're actually seeing, or is it just prudence?”

“I'll try the cross-selling synergies question as well. I look at BioLife. They have really impressive participation on both the commercial therapies and also participation on the clinical trial side.”

“I wanted to follow up on emerging biotech. It's good to see four quarters in a row, if I heard correctly, of growth from this customer segment. And I wanted to talk about the benefit from biotech funding recovery, which seems like it could flow through to back half of this year and help in back half in 2027.”