RGEN
Medical Instruments & Supplies · Healthcare
Analyst
Stifel
Equibles does not estimate personal net worth.
Dan Arias is recorded as Analyst at Stifel. Dan Arias has spoken on 39 earnings calls and 1 other investor event across 18 companies, most recently for Maxcyte, Inc. on August 12, 2026. Those appearances were for Repligen Corp (RGEN), 10x Genomics, Inc. (TXG), Thermo Fisher Scientific Inc. (TMO), Revvity, Inc. (RVTY), Rapid Micro Biosystems, Inc. (RPID) and 13 other companies. The companies whose calls Dan Arias spoke on are classified in the Healthcare sector.
“Meher, you kind of alluded to it with the instrument commentary, but can you just maybe expand a little bit on the overall environment? I mean, some of the comments that have been made across the space have just been subjective of some improvement in biotech spending.”
“The first one is just a bigger picture question. It sounds like industry activity continues to head in a good direction here, and your own sales funnel is growing.”
“Kevin, as we think about this broader portfolio that you now have, can you maybe just talk to the extent that you see bundling opportunities as being higher than they were and more meaningful?”
“And then, Justin, maybe just following up on the consumables pull-through rate, if I look to last year, you did have this really big 3Q to 4Q step-up. Can you just talk to whether there were large orders in 4Q of last year as we sort of think about seasonality and trying to use last year as a guide for this year?”
“John, can you just maybe talk a little bit about consumables growth and how you're seeing that for the back half of the year? It was, I believe, 30% last quarter, 20% this quarter.”
Stifel
Analyst
Source not stated
RGEN
Medical Instruments & Supplies · Healthcare
Diagnostics & Research · Healthcare
RVTY
Diagnostics & Research · Healthcare
BRKR
Medical Devices · Healthcare
Diagnostics & Research · Healthcare
MASS
Medical Devices · Healthcare
BLLN
Diagnostics & Research · Healthcare
ILMN
Diagnostics & Research · Healthcare
MXCT
Medical Devices · Healthcare
CDXS
Biotechnology · Healthcare
TEM
Health Information Services · Healthcare
AVTR
Medical Instruments & Supplies · Healthcare
TECH
Biotechnology · Healthcare