Tycho Peterson

“Matt, I want to stress test the assumptions you kind of put out for next year, the 4% to 5%. I have a lot of people asking why you're not kind of accelerating here.”

“Mark, you know, we're clearly down the path of an end market recovery. We saw that in your 2Q results as well. And, you know, obviously you were positive on the September conference circuit.”

“Maybe just starting with the CDMO guide here. So you're guiding 12%. You know, had been mid-teens. So how much of, you know, what you saw in, you know, this quarter was kind of a timing issue.”

“Serge, what are you willing to say on manufacturing capacity for next year for ATERRA? I mean, that's a pretty common question. You know, obviously 40 systems this year, but how quickly can you scale up manufacturing, maybe just the next two to three years?”

“You know, you came ahead this quarter, but then you did soften the language on the full-year target to, you know, quote-unquote working towards $500 million. Are you baking in incremental headwinds from competition here in the back half of the year?”