@JoeSquawk
Regarding US Stem: There is a deeper story here being missed. My son is a Junior (chem e) at a private Florida tech college, and all of his STEM friends are having a hard time getting jobs. He has a 3.9 with a solid resume and applied to 60 internships “opportunities” and had no follow ups. Same with many of his friends.
I hope it works better for you and your patients than it has for me. I found it very unreliable in terms of actual weight measurements (extremely variable - compared to traditional scale - lbs of variability in one day) and very frustrating to use and terrible tech support. Low expectations as for any fat % measurement. But weight should not have been a challenge. Good luck.
$CTLT From Q4 2023 Earnings Call Q&A:
Sean Dodge, RBC Capital Markets:
So maybe going back to the guidance one more time. The significant growth you are expecting from the gene therapy customer, how dependent is that on the EMBARK data that will come out later this year? How big of a swing factor does that have the potential to be for you all if that readout, good versus bad and how are you handicapping that for the purposes of the guidance?
Matti MasanovichAny upside, none of that is included. So if it does get expanded -- label doesn’t expanded. It’s not included in the forecast.
Yes I think other analysts have erroneously identified the customer as $SRPT based on the numbers attributed - those numbers are for this other customer. NOT $SRPT:
1. Statement on the CC by $CTLT management as NOT being $SRPT.
2. The programs attributed to the GT customer do not match $SRPT.
3. The numbers stated coming from this other GT customer can not be reconciled by several SEC filings that I have reviewed for both $CTLT and $SRPT.