Core Viewpoint - Exact Sciences (EXAS) is expected to report a year-over-year increase in earnings and revenues for the quarter ended September 2025, with a consensus outlook indicating a significant earnings surprise potential [1][3][12]. Earnings Expectations - The consensus EPS estimate for Exact Sciences is $0.10 per share, reflecting a year-over-year increase of +147.6% [3]. - Revenues are projected to be $809.93 million, which is a 14.3% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 9.76% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Exact Sciences is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +56.25% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading suggests a strong likelihood of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy) [10][12]. - Exact Sciences currently holds a Zacks Rank of 1, reinforcing the expectation of surpassing the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Exact Sciences exceeded the expected loss of $0.02 per share by reporting earnings of $0.22, resulting in a surprise of +1,200.00% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Industry Context - Apellis Pharmaceuticals (APLS), another player in the Zacks Medical - Biomedical and Genetics industry, is expected to report earnings of $0.83 per share, indicating a year-over-year change of +280.4% [18]. - Apellis Pharmaceuticals has an Earnings ESP of +33.59% and a Zacks Rank of 3 (Hold), suggesting a likelihood of beating the consensus EPS estimate [19][20].

Summary of Biotechnology Management Presentation Company Overview - **Company Name**: Bio Techne - **Headquarters**: Minneapolis - **Employees**: Approximately 3,100 across 34 global locations - **Industry**: Biotechnology, focusing on protein-based reagents and products Core Business Segments - **Segments**: - Protein Sciences - Diagnostics and Spatial Biology - **Revenue Breakdown (2024)**: - Total Revenue: $1.2 billion - 80% from consumables - 9% from instrumentation - 9% from services related to instrumentation - 2% from royalties - **Revenue Composition**: - 72% from Protein Sciences - 28% from Diagnostics and Spatial Biology, which has grown from 26% the previous year [8][9][10] Growth Factors and Market Trends - **Key Growth Areas**: - Discovery of novel biological insights - Development and manufacturing of advanced therapeutics - Enablement of precision diagnostics - **Market Trends**: - Multiomic insight generation - AI-enabled innovation - Novel therapeutic approaches like cell therapy - Precision medicine and healthy aging [16][18][19] Financial Performance - **Recent Growth**: - 1% growth during a challenging period, with a return to 6% organic growth year-to-date for fiscal year 2025 [34] - **Operating Margins**: - Targeting 35-40% EBITDA range, with a historical CAGR of 40% [34][45] - **Market Position**: - Positioned to outgrow the overall market by 500 to 1,000 basis points [44] Innovations and Product Development - **Recent Launches**: - LEO instrument for high-throughput western blotting - Multi-omic solutions for RNA and protein visualization - ESR1 kit for breast cancer management [26][29][31] - **Acquisitions**: - Focus on M&A to enhance product offerings and market position, particularly in high-margin or high-growth companies [36] Sustainability and Corporate Governance - **Sustainability Initiatives**: - Published fourth corporate sustainability report, focusing on reducing waste and improving environmental footprint [42] - **Diversity and Inclusion**: - Commitment to a diverse and inclusive workplace [43] Conclusion - **Strategic Position**: - Bio Techne has built a differentiated proteomic core portfolio over 48 years, addressing a $28 billion market opportunity with a strong innovation pipeline [44] - **Future Aspirations**: - Aim for sustainable financial performance while unlocking scientific possibilities [45]