Maravai LifeSciences Holdings Inc at Morgan Stanley Global Healthcare Conference Transcript
Hey, everyone. My name is Tejas Savant, I'm the Life Sciences Tools & Diagnostics Analyst here at Morgan Stanley. It's my pleasure to host Maravai this morning, and we have Carl Hull and Kevin Herde from the company. So thank you both for joining us.
Questions & Answers
Maybe, Carl, just to kick things off, we'll get right into the weeds. Everyone knows who you are. So look, I mean, on the COVID side of things, clearly, you derisked the guide recently said it at $200 million to $300 million. But even at that midpoint, if you assume $0.30 per dose, that's about 830 million sort of annual doses. Why do you think that's a reasonable sort of like endemic run rate here? How are you thinking about upside or downside relative to that midpoint?
Sure. Well, look, first, I put aside the
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