Financial Performance - The company reported a 6% organic revenue growth for Q3, with adjusted operating margin at 34.9% [5][20][22] - Adjusted EPS increased to $0.56 from $0.48 year-over-year, while GAAP EPS decreased to $0.14 from $0.31 [20] - Q3 revenue reached $316.2 million, a 6% increase year-over-year on an organic basis [20][21] - Total adjusted gross margin was 71.6%, slightly down from 71.9% last year [22] Business Segment Performance - The Protein Sciences segment achieved 7% organic revenue growth, driven by large pharma customers [10][26] - The Diagnostics and Spatial Biology segment reported 2% organic revenue growth, with strong performance in automated spatial instruments [13][27] - The GMP reagents business saw a trailing twelve-month growth of over 13% [12] Market Performance - North America experienced low single-digit growth, while Europe saw mid single-digit growth, and China faced a mid single-digit decline [21] - The biopharma market increased mid single digits, while the academic market remained flat [21][22] Company Strategy and Industry Competition - The company is focusing on balancing investments for future growth while driving operational efficiencies [5][19] - The FDA's recent emphasis on reducing animal testing is seen as an opportunity for the company's organoid solutions [11] - The company is well-positioned to mitigate tariff impacts through its global operational footprint [17][18] Management Commentary on Operating Environment and Future Outlook - Management expressed confidence in navigating uncertainties related to NIH funding and tariffs, expecting to mitigate impacts by the start of fiscal year 2026 [28][32] - The company anticipates a temporary slowdown in growth momentum to low single digits in Q4 due to macro uncertainties [32] - Management believes that potential NIH funding cuts may not significantly impact long-term growth expectations [29][68] Other Important Information - The company generated $41.1 million in cash from operations and returned $12.6 million in dividends and $100 million through stock buybacks [25] - A new share repurchase program has been authorized for up to $500 million [25] Q&A Session Summary Question: Impact of NIH funding on guidance - Management indicated that while there is uncertainty, they believe severe cuts to NIH funding are unlikely and would have an immaterial impact on long-term growth [29][68] Question: Clarification on pharma growth rates - Management clarified that pharma experienced double-digit growth in Q3, but they expect a step down in Q4 due to order timing and tariff impacts [36][41] Question: Tariff exposure and local manufacturing - Management explained that they have pathways to mitigate tariff impacts and emphasized the importance of their local manufacturing footprint in China [48][50] Question: Academic market headwinds - Management acknowledged headwinds in the academic market due to NIH funding uncertainties but expressed confidence in their competitive positioning [70][72] Question: Growth expectations for GMP reagents - Management noted that the cell and gene therapy product line has shown a trailing twelve-month growth of over 30% [80]

Financial Data and Key Metrics Changes - The company reported adjusted EPS of $0.56 for Q3, up from $0.48 in the prior year, while GAAP EPS was $0.14 compared to $0.31 last year [20] - Q3 revenue reached $316.2 million, reflecting a 6% organic growth year over year and a 4% reported growth [20] - Adjusted gross margin was 71.6%, slightly down from 71.9% last year, while adjusted operating margin improved to 34.9%, up 190 basis points from the prior year [22] Business Line Data and Key Metrics Changes - The Protein Sciences segment achieved reported sales of $227.7 million, with organic revenue growth of 7% [25] - The Diagnostics and Spatial Biology segment reported sales of $89.2 million, with both reported and organic growth at 2% [26] - The GMP reagents business saw trailing twelve-month growth of over 13%, while the cell and gene therapy product line had a trailing twelve-month growth rate of over 30% [12][79] Market Data and Key Metrics Changes - North America experienced low single-digit growth, driven primarily by pharma customers, while Europe saw mid single-digit growth led by academic customers [21] - China faced a mid single-digit decline due to challenging economic conditions, but the rest of Asia increased mid-teens [21] - The academic market in the U.S. was flat, impacted by NIH funding uncertainties, while the diagnostics reagents division showed year-to-date growth in the high single digits [15][21] Company Strategy and Development Direction - The company is focused on balancing investments for future growth while driving operational efficiencies, maintaining industry-leading profitability [5] - The FDA's recent emphasis on reducing animal testing is seen as an opportunity for the company's organoid solutions, which are expected to accelerate growth [11] - The company is actively managing tariff impacts through optimization of its global footprint and supply chain adjustments [18][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating uncertainties related to NIH funding and tariffs, noting that past experiences suggest severe cuts to NIH funding are unlikely [28][66] - The company anticipates a temporary slowdown in growth momentum to low single digits in Q4 due to macro uncertainties [31] - Management remains optimistic about long-term growth prospects, emphasizing the alignment of their product portfolio with NIH research priorities [9][66] Other Important Information - The company returned $12.6 million in dividends and $100 million through stock buybacks during Q3, with a new share repurchase program authorized for up to $500 million [24] - The balance sheet remains strong with $140.7 million in cash and a total leverage ratio well below one times EBITDA [24] Q&A Session Summary Question: Impact of NIH funding uncertainties on guidance - Management indicated that while NIH funding uncertainties are a concern, they believe the impact on long-term growth will be immaterial, as historical trends show Congress often increases NIH budgets despite proposed cuts [66][68] Question: Clarification on pharma growth rates - Management clarified that pharma experienced double-digit growth in Q3, but they expect a step down in organic growth in Q4 due to tariff impacts and academic market slowdowns [36][38] Question: Local manufacturing footprint in China - Management confirmed that tariffs have not changed their strategy for local manufacturing in China, which is seen as beneficial for minimizing cross-border tariff impacts [51] Question: Expectations for fiscal year 2026 - Management stated that they will provide a soft guide for fiscal year 2026 in three months, anticipating more clarity on headwinds affecting end markets [42][63] Question: Biotech customer spending trends - Management noted that biotech funding is sensitive to capital markets, leading to more frugal spending, which was reflected in flat growth for biotech customers in Q3 [88]

Group 1 - Bio-Techne Corporation (TECH) is experiencing significant attention from investors due to high implied volatility in its options market, particularly the Jul 18, 2025 $80 Call option [1] - Implied volatility indicates market expectations for future stock movement, suggesting potential upcoming events that could lead to substantial price changes [2] - Currently, Bio-Techne holds a Zacks Rank 4 (Sell) in the Medical - Biomedical and Genetics industry, with no analysts increasing earnings estimates for the current quarter and one analyst revising estimates downward, resulting in a consensus estimate decrease from 52 cents to 51 cents per share [3] Group 2 - The high implied volatility surrounding Bio-Techne may indicate a developing trading opportunity, as options traders often seek to sell premium on such options to capture decay, hoping the stock does not move as much as anticipated by expiration [4]

Company Performance - Techne reported quarterly earnings of $0.56 per share, exceeding the Zacks Consensus Estimate of $0.51 per share, and up from $0.48 per share a year ago, representing an earnings surprise of 9.80% [1] - The company posted revenues of $316.18 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.30%, and an increase from $303.43 million year-over-year [2] - Over the last four quarters, Techne has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Stock Outlook - Techne shares have declined approximately 33.8% since the beginning of the year, compared to a decline of 4.7% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $0.54 on revenues of $325.78 million, and for the current fiscal year, it is $1.89 on revenues of $1.22 billion [7] - The estimate revisions trend for Techne is currently unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Medical - Biomedical and Genetics industry, to which Techne belongs, is currently in the top 35% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Techne's stock performance [5]

Exhibit 99.1 BIO-TECHNE RELEASES THIRD QUARTER FISCAL 2025 RESULTS Minneapolis/May 7, 2025/ Bio-Techne Corporation (NASDAQ: TECH) today reported its financial results for the third quarter ending March 31, 2025. Third Quarter FY2025 Highlights The Company's financial statements are prepared in accordance with accounting principles generally accepted in the United States (GAAP). Adjusted diluted EPS, adjusted net earnings, adjusted gross margin, adjusted operating income, adjusted tax rate, organic revenue, ...

Core Insights - Bio-Techne Corporation reported strong financial results for the third quarter ending March 31, 2025, with a net sales increase of 4% to $316.2 million and organic revenue growth of 6% compared to the prior year [6][8][23] - The company achieved an adjusted operating margin of 34.9%, up 190 basis points from the previous year, driven by profitability initiatives and volume leverage [4][9][30] - GAAP earnings per share (EPS) decreased to $0.14 from $0.31 in the same quarter last year, while adjusted EPS increased to $0.56 from $0.48 [7][9][28] Financial Performance - Net sales for the third quarter were $316.2 million, a 4% increase year-over-year, with organic revenue growth of 6% [6][8] - GAAP operating income decreased by 42% to $38.7 million, resulting in a GAAP operating margin of 12.2%, down from 22.1% in the prior year [7][30] - Adjusted operating income rose 11% to $110.3 million, with an adjusted operating margin of 34.9% compared to 33.0% in the prior year [9][30] Segment Performance - The Protein Sciences segment reported net sales of $227.7 million, a 6% increase from $214.6 million in the same quarter last year, with an organic revenue growth of 7% [11][30] - The Diagnostics and Spatial Biology segment achieved net sales of $89.2 million, a 2% increase from $87.5 million, with organic revenue growth of 2% [12][30] Non-GAAP Financial Measures - Adjusted EPS for the third quarter was $0.56, an increase from $0.48 in the same quarter last year [9][28] - Adjusted EBITDA for the quarter was $122.2 million, compared to $109.3 million in the prior year [31] - The non-GAAP adjusted tax rate was reported at 21.5%, consistent with the previous year [28][29]

Core Points - Bio-Techne Corporation announced a quarterly dividend of $0.08 per share for the quarter ended March 31, 2025, payable on May 30, 2025, to shareholders of record on May 19, 2025 [1] - The company has approved a new share repurchase program authorizing the repurchase of up to $500 million of common stock, starting May 8, 2025, replacing the previous program [2] - Bio-Techne generated approximately $1.2 billion in net sales in fiscal 2024 and employs around 3,100 people globally [3] Dividend Information - The quarterly dividend is set at $0.08 per share for the quarter ended March 31, 2025 [1] - The dividend payment date is May 30, 2025, with a record date of May 19, 2025 [1] Share Repurchase Program - The new share repurchase program allows for the repurchase of up to $500 million of common stock [2] - The program's execution will depend on share price, economic conditions, and regulatory requirements [2] - The company retains the right to suspend, amend, or discontinue the program at any time [2] Company Overview - Bio-Techne is a global life sciences company providing tools and bioactive reagents for research and clinical diagnostics [3] - The company's products support scientific investigations into biological processes and disease progression, aiding drug discovery and clinical testing [3] - Bio-Techne has a diverse portfolio with thousands of products [3]

Summary⚈ Congresswoman April McClain Delaney bought Bio-Techne stock twice in April 2025.⚈ The stock has dropped nearly 30% year-to-date and remains unprofitable post-purchase.⚈ Delaney’s committee roles suggest potential informational advantages in biotech-related decisions.Finbold’s congressional trading radar has recently picked up a suspicious stock bet made by Maryland congresswoman April McClain Delaney involving a low-profile biotech stock. The representative purchased Bio-Techne Corp stock (NASDAQ: ...

Core Viewpoint - Cyber Enviro-Tech, Inc. is conducting critical testing of its advanced water purification technology for the oil and gas industry, which could lead to contracts valued at over $100 million annually if successful [1][4]. Group 1: Technology and Testing - The testing aims to purify produced water, a byproduct of oil and gas extraction, which typically contains high concentrations of salts, hydrocarbons, heavy metals, and other contaminants [2]. - The goal is to reduce Total Dissolved Solids levels from 300,000 parts per million to the EPA standard of 500 ppm [2]. - Successful verification by independent laboratory results would enable the recycling of produced water for reuse in the oil industry, providing a more environmentally responsible and cost-effective alternative to deep underground injection [3]. Group 2: Environmental Impact - The ability to purify produced water to EPA standards has significant implications for water conservation and environmental sustainability [4]. - In Texas alone, over 10 billion barrels of produced water are injected underground each year, which removes vast quantities from the usable water supply [3]. Group 3: Company Overview - Cyber Enviro-Tech, Inc. operates internationally in eco-conscious oil sludge, water, and soil remediation projects, utilizing proprietary bioremedial materials and technologies [5]. - The company integrates Fourth Industrial Revolution technologies, including machine learning, artificial intelligence, cloud computing, and SCADA systems, alongside non-chemical bioremediation techniques [5].

Core Viewpoint - Bio-Techne Corporation (TECH) is expected to report its third-quarter fiscal 2025 results on May 7, with positive earnings and revenue growth anticipated based on recent performance and market trends [1][2]. Group 1: Financial Performance Estimates - The Zacks Consensus Estimate for Bio-Techne's revenues is $315.2 million, reflecting a 3.9% increase from the previous year [2]. - The consensus estimate for EPS is projected at 51 cents, indicating a 6.3% year-over-year improvement [2]. - Recent estimates for EPS have decreased by 1.9% over the past 30 days [2]. Group 2: Segment Performance Insights - The Protein Sciences segment is expected to benefit from its protein analysis portfolio and GMP protein business, with revenues estimated at $224.7 million, up 4.7% from the prior year [3][5]. - The Diagnostics and Spatial Biology segment is anticipated to show solid growth, particularly in the spatial biology vertical, with revenues estimated at $92.5 million, a 5.7% increase from the previous year [6][9]. Group 3: Recent Developments and Innovations - Bio-Techne launched its Simple Western platform called Leo, which allows for high-throughput analysis of samples [4]. - The company expanded its geographic reach through new distribution agreements in Turkey and Azerbaijan, which may positively impact revenue [4]. - The Precision Diagnostic Tools business is experiencing growth, with a unique portfolio that continues to gain market share [7]. Group 4: Collaborations and Product Launches - Bio-Techne's Asuragen brand collaborated with Oxford Nanopore Technologies to launch a new genetic panel, which is expected to enhance business performance [9]. - The company also expanded its menu of RNAscope in situ hybridization probes to support spatial biology research and next-generation therapeutics [8].