Courtesy of Kevin Kitsuda

由Kevin Kitsuda提供

SAN FRANCISCO – Companies in the genomics tools and diagnostics markets continued to present their updates and news at the 43rd annual JP Morgan Healthcare Conference on Wednesday.

旧金山——在周三举行的第43届摩根大通医疗保健年会上，基因组学工具和诊断市场的公司继续发布最新消息。

Below are brief reports on Wednesday's conference presentations by select companies. Check elsewhere on our site for summaries of company presentations from

以下是部分公司在周三会议上的简要报告。在我们网站的其他地方查看公司演示文稿摘要

Day 1

第1天

and

和

Day 2

第2天

.

.

Grail

圣杯

Grail CEO Bob Ragusa talked to investors about the recent launch of a new version of Galleri, the firm's blood-based multi-cancer early detection test, noting that it should reduce the costs of goods and services.

。

Introduced in December, the new assay is 'both fully automated and integrated,' he said. Grail has eliminated 'numerous' manual steps, leading to greater efficiency and improved quality control. It has also reduced the methylation sequencing panel 'to the most informative regions,' allowing four times the number of samples to be run on a flow cell, leading to reduced sequencing costs.

他说，新的检测方法于12月推出，是“全自动和集成的”。Grail取消了“大量”手动步骤，从而提高了效率并改进了质量控制。它还将甲基化测序面板减少到了“信息量最大的区域”，从而使流动池上的样本数量增加了四倍，从而降低了测序成本。

Grail has also updated the test report, revising how the cancer signal of origin is classified and simplifying the report to 18 regions 'to provide more valuable information to physicians,' he said. .

Grail还更新了测试报告，修改了癌症起源信号的分类方式，并将报告简化为18个区域，“为医生提供更有价值的信息”，他说。。

'We are transitioning to that new version of the test today and anticipate realizing the benefit from this investment as volumes grow over time,' he said. 'The implementation of these updates has substantially expanded our capacity' and can support 'several years of growth' with no additional capital expenditure. .

他说，我们今天正在过渡到新版本的测试，随着时间的推移，我们预计会从这项投资中受益这些更新的实施大大扩展了我们的能力，可以支持“几年的增长”，而无需额外的资本支出。。

In 2024, Grail ran 137,000 Galleri tests, bringing the cumulative number of tests sold to more than 290,000, as of Dec. 31. That led to revenues of $124 million to $126 million, up 34 percent from the prior year. US Galleri sales were between $107 million and $110 million, up 45 percent from the prior year. .

2024年，Grail进行了137000次Galleri测试，截至12月31日，累计售出测试数量超过290000次。这导致收入从1.24亿美元增加到1.26亿美元，比上年增长34%。美国Galleri的销售额在1.07亿美元至1.1亿美元之间，比上年增长45%。。

Ragusa noted that 2024 was an eventful year for the firm. In June, it completed its

拉古萨指出，2024年对该公司来说是多事的一年。6月，它完成了

separation from Illumina

与Illumina分离

and underwent a restructuring in August,

并于8月进行了重组，

cutting 30 percent

削减30%

of its workforce.

员工数量。

Grail has approximately $767 million in cash, providing a runway into 2028. Its cash burn in 2024 was $579 million; however, it has reduced its burn rate 'substantially' and expects to go through less than $320 million in 2025.

圣杯拥有约7.67亿美元现金，为2028年提供了一条跑道。2024年的现金消耗为5.79亿美元；。

In 2025, Grail expects US Galleri sales to grow between 20 percent and 30 percent year over year. 'This reflects the reduced investment that we're making in [our] commercial [team] as we work towards achieving commercial spend neutrality,' Ragusa said.

Grail预计，2025年，美国Galleri的销售额将同比增长20%至30%拉古萨说，这反映出，随着我们努力实现商业支出中立，我们正在减少对商业团队的投资。

The year should also see the early readout of the firm's Pathfinder 2 study on Galleri's performance, he said.

他说，今年还应该看到该公司的Pathfinder 2研究对加莱里业绩的早期解读。

Grail intends to eventually submit a premarket approval application to the US Food and Drug Administration for Galleri and pursue broader payor reimbursement for the test.

Grail打算最终向美国食品和药物管理局提交Galleri上市前批准申请，并寻求更广泛的付款人报销测试费用。

Ultima Genomics

最新 基因 组学

Ultima Genomics has been powering large-scale studies that make use of high-throughput sequencing, according to CEO and Cofounder Gilad Almogy.

据首席执行官兼联合创始人吉拉德·阿尔莫奇（GiladAlmogy）介绍，Ultima Genomics一直在为利用高通量测序的大规模研究提供动力。

The company did the sequencing for a recent 100 million cell dataset created by Vevo Therapeutics in partnership with single-cell firm Parse Biosciences. Vevo plans to use the dataset to train artificial intelligence cell models for use in drug discovery. 'That's the scale of data you need if you want to really train AI,' Almogy said, adding that Ultima generated approximately 2 trillion reads in three weeks late last year for the project. .

该公司对Vevo Therapeutics与单细胞公司Parse Biosciences合作创建的最近一亿个细胞数据集进行了测序。Vevo计划使用该数据集训练用于药物发现的人工智能细胞模型。”Almogy说，如果你想真正训练人工智能，这就是你需要的数据规模。他补充说，去年年底，Ultima在三周内为该项目产生了大约2万亿次读取。。

Ultima is also providing sequencing services for the 100 million cell challenge partnership among Scale Biosciences, Nvidia, and the Chan Zuckerberg Initiative. In addition, the company announced

Ultima还为Scale Biosciences，Nvidia和Chan Zuckerberg Initiative之间的一亿细胞挑战合作伙伴关系提供测序服务。此外，该公司宣布

last week

上周

that it was chosen as the sequencing provider for the UK Biobank's Pharma Proteomics Project. The study, conducted in collaboration with 14 biopharma companies, will look at 5,400 proteins in 600,000 samples using Thermo Fisher Scientific's Olink protein capture technology.

。这项研究是与14家生物制药公司合作进行的，将使用Thermo Fisher Scientific的Olink蛋白质捕获技术对60万个样本中的5400种蛋白质进行研究。

'Beyond the science, the fact that 14 large pharma customers chose to go with us after an extensive, diligent [selection] process is very encouraging,' Almogy said.

Almogy说：“除了科学之外，14家大型制药公司的客户在经过广泛、勤勉的（选择）过程后选择与我们同行，这一事实非常令人鼓舞。”。

He predicted that the drive to feed AI virtual cell models would help create demand for the firm's high-throughput, low-cost sequencing services and products.

他预测，人工智能虚拟细胞模型的推广将有助于创造对该公司高通量、低成本测序服务和产品的需求。

'100 million cells looks big now,' he said. 'It will look like a joke in a few years.'

“一亿个细胞现在看起来很大，”他说几年后，这看起来就像一个笑话。”

In 2024, Ultima launched a new certified service provider program. South Korea's Macrogen, San Diego-based Inocras, and the University of Minnesota are already part of the program, which Ultima plans to expand in 2025.

2024年，Ultima推出了一项新的认证服务提供商计划。。

The company did not share any updates on placements or revenues.

该公司没有分享任何关于配售或收入的最新信息。

In the coming year, the firm plans to work on increased automation, improved flexibility and adaptability, as well as lower cost and increased throughput.

明年，该公司计划致力于提高自动化程度，提高灵活性和适应性，以及降低成本和提高吞吐量。

'We want to keep improving the core economics and make it easier to switch to us and keep people thinking of larger experiments,' Almogy said.

Almogy说：“我们希望不断改进核心经济学，让人们更容易转向我们，让人们思考更大的实验。”。

Seer

Seer公司

Despite a challenging 2024, proteomics firm Seer believes its growing publication record and planned product and application launches will make for a 'much stronger 2025,' said Chairman and CEO Omid Farokhzad.

蛋白质组学公司Seer董事长兼首席执行官奥米德·法罗克扎德（OmidFarokhzad）说，尽管2024年面临挑战，但它相信其不断增长的出版记录以及计划中的产品和应用发布将有助于“更强大的2025年”。

Farokhzad noted several developments at the company over the course of the last year, including the publication of 32 peer-reviewed articles involving its technology, a doubling of the firm's commercial team, and the signing of a comarketing and sales agreement with Thermo Fisher Scientific.

Farokhzad指出，该公司在过去一年中取得了一些进展，包括发表了32篇涉及其技术的同行评审文章，公司商业团队增加了一倍，以及与Thermo Fisher Scientific签署了共同营销和销售协议。

While Seer's full-year 2024 revenue guidance of $13 million to $15 million is below its 2023 and 2022 revenue numbers of $16.7 million and $15.5 million, respectively, there were some encouraging signs as the company grew both its product and service revenue in

Q2

第二季度

and

和

Q3

第三季度

.

.

'2024 was a tough year from a macro environment standpoint,' said Seer President and CFO David Horn, adding that 'the first half of the year was especially difficult.'

Seer总裁兼首席财务官大卫·霍恩（DavidHorn）说，从宏观环境的角度来看，2024年是艰难的一年，并补充说，上半年特别困难

'But we did see some loosening up of budgets from folks in the second half of the year, and I think that is encouraging as we move into 2025,' he said.

他说：“但我们确实看到今年下半年民间预算有所放松，我认为随着我们进入2025年，这是令人鼓舞的。”。

Farokhzad highlighted the performance of the company's Seer Technology Access Center (STAC), through which researchers can use the firm's Proteograph XT assay with the Orbitrap Astral mass spec, noting that its customer base, which he said includes 12 large pharma firms, has doubled over the last year to more than 90 organizations while revenues from the center grew 69 percent year over year. .

Farokhzad强调了该公司Seer技术访问中心（STAC）的表现，通过该中心，研究人员可以将该公司的Proteograph XT分析与Orbitrap Astral质谱联用，并指出其客户群（他说其中包括12家大型制药公司）去年翻了一番，达到90多家组织，而该中心的收入同比增长了69%。。

Farokhzad added that Seer plans in February to launch a new product application enabling the use of its Proteograph Product Suite in cell lysate samples.

Farokhzad补充说，Seer计划在2月份推出一种新的产品应用程序，使其Proteograph产品套件能够在细胞裂解物样品中使用。

He said the company has additional new products planned for 2025.

他表示，该公司计划在2025年推出更多新产品。

'It's really an exciting year in terms of our R&D roadmap, and obviously scale, speed, and ease are the three dimensions that we are focused on,' he said.

他说：“就我们的研发路线图而言，这确实是令人兴奋的一年，显然规模、速度和便利性是我们关注的三个方面。”。

GeneDx

GeneDx

GeneDx has made 'important' product improvements to its rapid whole-genome sequencing (rWGS) product in 2024 that should help it unlock genomic testing in the neonatal intensive care unit setting, CEO Katherine Stueland said Wednesday at the conference.

GeneDx首席执行官凯瑟琳·斯图兰德（KatherineStueland）周三在会议上表示，GeneDx在2024年对其快速全基因组测序（rWGS）产品进行了“重要”的产品改进，这将有助于它在新生儿重症监护室环境中解锁基因组测试。

The firm has revamped the assay to 'close some gaps on repeat expansions' and to take buccal or cheek swabs as a sample type. Turnaround time has also been brought down to about five days from 12 to 14.

该公司改进了检测方法，以“缩小重复扩增的一些差距”，并将颊拭子或颊拭子作为样本类型。周转时间也从12天减少到14天，约为5天。

GeneDx has also invested in integrating its rWGS results

GeneDx还投资整合其rWGS结果

with Epic Systems' Aura

specialty diagnostics module.

专业诊断模块。

'We're going to turn it on in the second quarter of 2025,' she said, noting that NICU orders only represent single-digit percentages of GeneDx's current test volume. Stueland also highlighted the firm's work on sequencing-based newborn screening.

她说，我们将在2025年第二季度启用它，并指出新生儿重症监护病房的订单仅占GeneDx目前测试量的个位数。斯图兰德还强调了该公司在基于测序的新生儿筛查方面的工作。

Earlier in the week, GeneDx announced

本周早些时候，GeneDx宣布

preliminary Q4 revenues

第四季度初步收入

of at least $92 million, up 59 percent year over year, and at least $299 million for the full year, up 54 percent year over year. The Q4 results included $6.8 million that was an appeal recovery from a single payor, Stueland said.

至少9200万美元，同比增长59%，全年至少2.99亿美元，同比增长54%。。

Looking forward, the firm is hoping that the American Association of Pediatrics will update its genetic testing guidelines for the first time in a decade. Converting general pediatricians from using chromosomal microarrays could help unlock what GeneDx sees as a $25 billion market opportunity in pediatrics. .

展望未来，该公司希望美国儿科协会十年来首次更新其基因检测指南。让普通儿科医生不再使用染色体微阵列，可以帮助GeneDx打开儿科250亿美元的市场机会。。

Stueland said GeneDx is also planning to move into adult testing, markets that include cardiovascular and neurodegenerative disorder testing. There is 'more and more investment going into gene therapies' for those diseases, she said, and 'we want to be a partner of choice for those biopharma companies.' .

斯图兰德说，GeneDx还计划进军成人测试市场，该市场包括心血管和神经退行性疾病测试。她说，针对这些疾病的基因治疗“投入越来越多”，“我们希望成为这些生物制药公司的首选合作伙伴”。

Quanterix

Quanterix 的

Quanterix CEO Masoud Toloue on Wednesday provided additional information about the firm's acquisition of Akoya Biosciences and a new platform launch coming in 2025.

Quanterix首席执行官MasoudToloue周三提供了有关该公司收购Akoya Biosciences以及2025年即将推出的新平台的更多信息。

The firm's new Simoa One platform is expected to launch at the end of the year, Toloue said, noting that it will be up to 10 times more sensitive than its current Simoa protein biomarker detection system with up to a tenfold increase in multiplexing. The new platform will include Code Match technology, optically encoded barcodes on proprietary emission beads that will allow the platform to 'grow plex while maintaining high specificity across the assay,' Toloue said.

Toloue表示，该公司新的Simoa One平台预计将于年底推出，并指出其灵敏度将比目前的Simoa蛋白质生物标志物检测系统高10倍，复用率将提高10倍。托鲁说，新平台将包括代码匹配技术，专有发射珠上的光学编码条形码，这将使平台“在整个测定过程中保持高特异性的同时”生长复合物。

The platform will also have a three-hour turnaround time. .

该平台还将有三个小时的周转时间。。

Simoa One will be particularly helpful in Quanterix's goal to move into the oncology market and further expand its presence in the immunology market due to its high sensitivity, he added. While it will likely be used in the neurobiology business eventually, Toloue said the initial focus will be on immunology and oncology. .

他补充说，Simoa One将特别有助于Quanterix进入肿瘤学市场的目标，并由于其高灵敏度而进一步扩大其在免疫学市场的存在。虽然它最终可能会用于神经生物学业务，但托鲁表示，最初的重点将是免疫学和肿瘤学。。

Toloue also provided additional information on the firm's acquisition of Akoya Biosciences

Toloue还提供了该公司收购Akoya Biosciences的更多信息

announced last week

上周宣布

. The acquisition will 'uniquely position' the combined company to enter the oncology market, he said. In addition, the firm's installed base will double from Quanterix's 1,000 instruments to 2,300 instruments once the deal closes.

他说，此次收购将为合并后的公司进入肿瘤市场提供“独特的定位”。此外，一旦交易完成，该公司的安装基础将从Quanterix的1000台仪器增加到2300台仪器。

The two companies had combined revenues of approximately $220 million in 2024, and Toloue said he expects strong double-digit organic revenue growth by 2026. They are developing tissue- and blood-based complementary biomarker kits that will be available in 2025, Toloue added.

这两家公司2024年的总收入约为2.2亿美元，托鲁表示，他预计到2026年，有机收入将实现两位数的强劲增长。Toloue补充道，他们正在开发基于组织和血液的互补生物标志物试剂盒，将于2025年上市。

'The combination provides us an accelerated path to scale [and] profitability, with a focus on great, high-growth markets,' he said.

他说，这一组合为我们提供了一条加速规模（和）盈利的道路，重点是巨大、高增长的市场。

Quanterix is also beginning to enter the clinical diagnostics market with its Lucent Diagnostics CLIA-certified laboratory in Boston. The firm's five-marker

Quanterix也开始进入临床诊断市场，其位于波士顿的朗讯诊断CLIA认证实验室。公司的五分之一

LucentAD Complete test

for determining the likelihood that a patient has the amyloid brain pathology characteristic of Alzheimer's disease is currently being offered as a laboratory-developed test. The company has submitted for a proprietary laboratory analyses code, which it expects to receive along with pricing from the US Centers for Medicare and Medicaid Services in 2025, Toloue said. .

为了确定患者患有阿尔茨海默病的淀粉样脑病理特征的可能性，目前正在作为实验室开发的测试提供。托鲁表示，该公司已提交专有实验室分析代码，预计2025年将与美国医疗保险和医疗补助服务中心的定价一起收到。。

Quanterix expects reimbursement through CMS's Advanced Diagnostic Laboratory Tests pathway in 2026.

Quanterix预计在2026年通过CMS的高级诊断实验室测试途径获得报销。

Over the course of 2024 and 2025, Quanterix will have invested $20 million in Lucent Diagnostics, including funding its four ongoing prospective studies for LucentAD Complete that will complete enrollment in 2025 as well as building out laboratory capacity and a dedicated commercial team.

在2024年和2025年期间，Quanterix将在朗讯诊断方面投资2000万美元，包括资助正在进行的四项朗讯Complete前瞻性研究，这些研究将于2025年完成注册，并建设实验室能力和专门的商业团队。