Bio-Techne(TECH)

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Bio-Techne Corporation (TECH) Presents at Morgan Stanley 23rd Annual Global Healthcare
Seeking Alpha· 2025-09-10 18:36
Question-and-Answer SessionUnknown Analyst So Jim, thank you very much for being here today. I think maybe just to start off, when investors look at the life science tools landscape today, I think Bio-Techne is really a name that stands out, both in terms of the growth and the margin profile and consequently, the more premium valuation multiple that you all trade at. And so with that in mind and maybe for investors that are newer to the story, what is the most important thing for them to understand about ho ...
META EXECUTIVE DANE GLASGOW TO JOIN PARAMOUNT AS CHIEF PRODUCT OFFICER, DRIVING TECH INNOVATION AND PRODUCT STRATEGY
Prnewswire· 2025-09-10 17:30
Accessibility StatementSkip Navigation Highly respected senior technology executive and serial entrepreneur, Glasgow previously served as VP of Product Management for Facebook LOS ANGELES, Sept. 10, 2025 /PRNewswire/ --Â Paramount, a Skydance Corporation today announced that Dane Glasgow, a seasoned technology leader with extensive experience in consumer product development and management, digital platforms, and advanced technologies, will join the company as Chief Product Officer. Glasgow has built and sca ...
Bio-Techne (NasdaqGS:TECH) FY Conference Transcript
2025-09-10 15:47
Bio-Techne (NasdaqGS:TECH) FY Conference September 10, 2025 10:45 AM ET Company ParticipantsJames Hippel - EVP & CFOConference Call ParticipantsNone - AnalystNoneAll right. Thank you, everyone, for joining today. It's my pleasure to be here with Jim Hippel, the CFO of Bio-Techne, and Charles Kummeth. Thanks for joining us today, Jim.James HippelYeah, thanks for having us. Appreciate it.NoneBefore we get started, I just need to read a quick disclosure. Please see the Morgan Stanley Research Disclosure websit ...
Bio-Techne Corporation (TECH) Presents at Baird Global Healthcare
Seeking Alpha· 2025-09-09 15:36
Question-and-Answer SessionJames HippelExecutive VP of Finance & CFO Sure. So I mean our key 3 end markets, of course, would be starting large to small, would be our pharma end markets, roughly 30% of our revenue, followed by smaller biotech, which is roughly 20%. And then academia, which is also around 20%, although like roughly a little -- just slightly over half of that's U.S. based and the rest of it is mostly U.S.-based. And when we think about those 3 end markets, starting with pharma, we had predicte ...
Bio-Techne Corporation (TECH) Presents At Baird Global Healthcare Conference 2025 Transcript
Seeking Alpha· 2025-09-09 15:36
Question-and-Answer SessionJames HippelExecutive VP of Finance & CFO Sure. So I mean our key 3 end markets, of course, would be starting large to small, would be our pharma end markets, roughly 30% of our revenue, followed by smaller biotech, which is roughly 20%. And then academia, which is also around 20%, although like roughly a little -- just slightly over half of that's U.S. based and the rest of it is mostly U.S.-based. And when we think about those 3 end markets, starting with pharma, we had predicte ...
Bio-Techne (NasdaqGS:TECH) 2025 Conference Transcript
2025-09-09 14:07
Bio-Techne (NasdaqGS:TECH) 2025 Conference September 09, 2025 09:05 AM ET Company ParticipantsJames Hippel - EVP & CFOConference Call ParticipantsCatherine Schulte - Senior Research AnalystCatherine SchulteCatherine Schulte, cover Life Sciences and Diagnostics here at Baird. Very excited to have Bio-Techne joining us. From the company, we have CFO Jim Hippel and Dave Clair from IR. Dave, Jim, thanks for joining us.James HippelYeah, thanks for having us. Thank you, Catherine.Catherine SchulteMaybe just to ki ...
ScaleReady Awards G-Rex® Grants to Support Cell and Gene Therapy Manufacturing in California
Prnewswire· 2025-09-09 11:00
"CIRM's California Manufacturing Network initiative recognizes the integral role that California academic manufacturing facilities play in advancing the development of innovative cell and gene therapies. We applaud the CIRM awardees for securing G-Rex grants to further advance the development of cost-effective cell therapy manufacturing platforms for patients," said Dr. Shyam Patel, Associate Vice President of Preclinical Development at CIRM. "It's gratifying to know that the G-Rex manufacturing platform is ...
Bio-Techne(TECH) - 2025 FY - Earnings Call Transcript
2025-09-03 15:17
Bio-Techne (TECH) FY 2025 Conference September 03, 2025 10:15 AM ET Company ParticipantsBrandon Couillard - Managing DirectorKim Kelderman - President, CEO & DirectorBrandon CouillardAll right. Great. Good morning. We'll go ahead and get started. Welcome to the Wells Fargo Healthcare Conference.I'm Brandon Couillard. I cover Life Science Tools and Diagnostics here at the firm. Thrilled to have BioTechnique with us back at the conference this year. And joining us for this conversation, CEO, Kim Kilderman. Ki ...
Bio-Techne(TECH) - 2025 FY - Earnings Call Transcript
2025-09-03 15:15
Financial Data and Key Metrics Changes - The company reported a 3% organic growth in Q4, aligning with expectations of low single digits growth [3][4] - Strong performance was noted in the large pharma end markets with double-digit growth, while biotech showed low single-digit growth [3][4] - The company expects a low single-digit growth environment for the upcoming fiscal year, influenced by market conditions and previous performance comparisons [49][52] Business Line Data and Key Metrics Changes - The cell therapy product line experienced a 20% growth in Q4 and 30% growth for the entire year, indicating strong momentum [10][11] - GMP proteins, part of the cell therapy business, grew 20% in Q4 and 30% for the full year, although growth is described as lumpy due to large orders for clinical trials [21][23] - Core reagents business saw low single-digit growth in the quarter, with over 50% of revenue still coming from this segment [29][30] Market Data and Key Metrics Changes - The academic market contributed 21% of the company's revenue globally, with U.S. institutions showing low single-digit exposure to NIH funding [17][18] - The company noted a positive trend in European academic funding, which is expected to increase due to new Horizon funding initiatives [20] - The Chinese market showed double-digit growth in Q4, attributed to pull-ins from customers avoiding tariffs, although the underlying growth is believed to be more stable and flattish [5][6] Company Strategy and Development Direction - The company is focusing on expanding its presence in cell therapy and biopharma markets, leveraging its strong product lines and regulatory certifications [10][11] - There is an emphasis on innovation in core reagents, with new AI-designed proteins being introduced to enhance efficiency and effectiveness [30][32] - The company is committed to improving its margin profile, targeting a long-term goal of over 35% operating profit margin [57][62] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the stabilization of the Chinese market and the potential for growth in biotech activities [7][8] - There are concerns about the impact of tariffs and funding uncertainties in the biotech sector, which could affect growth rates [12][50] - The company plans to invest in areas with strong growth potential, such as organoids and protein sciences, to drive future performance [58][60] Other Important Information - The company divested from ExosomeDx due to a lack of synergy with its core products, which is expected to positively impact the bottom line by 200 basis points [44][48] - The company is actively assessing its portfolio for further strategic adjustments beyond the recent divestiture [44][46] Q&A Session Summary Question: What drove the growth in the biopharma segment? - The cell therapy product line saw significant growth, with a 20% increase in Q4 and a 30% increase for the year, driven by strong demand and a promising pipeline [10][11] Question: How is the academic market performing? - The academic market has been volatile, with U.S. institutions showing low single-digit growth, while European markets are expected to see increased funding [17][20] Question: What are the expectations for the Chinese market? - The Chinese market showed double-digit growth in Q4, primarily due to pull-ins related to tariffs, but the underlying growth is expected to stabilize [5][6] Question: How does the company plan to achieve margin expansion? - The company expects to achieve a 200 basis point increase in margins through strategic investments and operational efficiencies, targeting a long-term margin of over 35% [57][62]
Bio-Techne to Present at Upcoming Investor Conferences
Prnewswire· 2025-08-27 11:00
MINNEAPOLIS, Aug. 27, 2025 /PRNewswire/ -- Bio-Techne Corporation (NASDAQ: TECH) today announced that it will present at the following investor conferences:2025 Wells Fargo Healthcare ConferenceSeptember 3, 202510:15 AM EDTBaird 2025 Global Healthcare ConferenceSeptember 9, 20259:05 AM EDTMorgan Stanley 23rd Annual Global Healthcare ConferenceSeptember 10, 202510:45 AM EDTA live webcast of the presentations can be accessed via the IR Calendar page of Bio-Techne's Investor Relations website at https://invest ...