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NeoGenomics强调临床检测实力,一季度收入未达分析师预期

NeoGenomics Underscores Clinical Testing Strength as Q1 Revenues Miss Analyst Estimates

GenomeWeb 等信源发布 2025-04-29 10:22

可切换为仅中文


NEW YORK – NeoGenomics believes that its clinical testing strength, driven by its expansion into next-generation sequencing, represents a bright future for the company overall despite continued weakness in its nonclinical business, company executives said Tuesday.

纽约——NeoGenomics 公司高管周二表示,尽管其非临床业务持续疲软,但公司凭借在下一代测序领域的扩展推动了临床检测实力的增强,这为公司的整体未来带来了光明前景。

The firm reported Tuesday morning that its revenues for the first quarter of 2025 were up 8 percent year over year, driven primarily by higher test volume, which was partially offset by lower nonclinical revenue.

公司周二上午报告称,2025年第一季度收入同比增长8%,主要受检测量增加的推动,部分被较低的非临床收入所抵消。

For the three months ended March 31, the company brought in $168.0 million in total revenues, compared to $156.2 million in the same period last year, falling short of Wall Street's average prediction of $170.9 million. Shares of the company tumbled more than 20 percent in early Tuesday trading on the Nasdaq and had dropped nearly 34 percent in mid-afternoon trading to $6.59.

截至3月31日的三个月内,公司总收入为1.68亿美元,相比去年同一时期为1.562亿美元,低于华尔街平均预测的1.709亿美元。公司股价在纳斯达克周二早盘交易中暴跌超过20%,并在下午中段交易中下跌近34%,至6.59美元。

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However, executives maintained in an earnings call that the firm has every reason to believe that its clinical testing growth is a boon for the future, and that it can turn around its nonclinical business in time.

然而,高管们在财报电话会议上表示,公司有充分的理由相信,其临床试验的增长对未来发展是一大利好,并且公司能够及时扭转非临床业务的局面。

In Q1, the firm's average revenue per clinical test increased by 3 percent to $459, reflecting higher value tests, including next-generation sequencing, as well as strategic reimbursement initiatives, the firm said.

该公司表示,在第一季度,公司每次临床测试的平均收入增长了 3%,达到 459 美元,这反映了更高价值的测试,包括下一代测序,以及战略性的报销举措。

During the call, NeoGenomics President and Chief Operating Officer Warren Stone said that the company's clinical test volumes grew 8 percent in the first quarter and that NGS tests, in particular, grew 18 percent year over year. 'Since Q1 of 2023, we have launched five NGS products that accounted for 22 percent of our total clinical revenue in Q1, which demonstrates our ability to penetrate the market with new and relevant products and the value of our sales channel,' he said..

在电话会议中,NeoGenomics总裁兼首席运营官沃伦·斯通表示,公司临床检测量在第一季度增长了8%,尤其是NGS检测同比增长了18%。他说道:“自2023年第一季度以来,我们已经推出了五款NGS产品,这些产品在第一季度占到我们临床总收入的22%,这证明了我们通过推出新颖且相关的产品来开拓市场的能力,以及我们的销售渠道的价值。”

Stone added that NeoGenomics believes it can continue to grow its share of the NGS market above the average rate of expansion for that market. 'We expect that with the upcoming product launches, as well as the maturation of [an] expanded sales force, we'll be able to further accelerate growth and achieve the 25 percent annual growth in NGS that we outlined in our long-range plan,' he said..

斯通补充说,NeoGenomics相信它可以继续以高于该市场平均扩张速度的速率增长其在NGS市场的份额。他表示:“我们预计,随着即将推出的产品发布以及销售团队的扩充和成熟,我们将能够进一步加速增长,并实现我们在长期计划中提出的NGS每年25%的增长目标。”

The firm is preparing to launch its PanTracer liquid biopsy test later this quarter and to kick off its commercial

公司正准备在本季度晚些时候推出其PanTracer液体活检测试,并开始其商业化进程。

collaboration with Adaptive Biotechnologies

与Adaptive Biotechnologies合作

to deliver combined hematologic cancer testing starting in the third quarter.

从第三季度开始提供联合血液癌症检测。

NeoGenomics Chief Innovation Officer Andrew Lukowiak described PanTracer LBx as a blood-based test that analyzes circulating tumor DNA to identify key genomic alterations in patients with advanced-stage solid tumors. It is designed to support treatment decisions when tumor tissue is unavailable or insufficient..

NeoGenomics首席创新官安德鲁·卢科维亚克将PanTracer LBx描述为一种基于血液的测试,通过分析循环肿瘤DNA来识别晚期实体瘤患者的关键基因组改变。该测试旨在当肿瘤组织不可用或不足时,为治疗决策提供支持。

In the company's validation study, Lukowiak said that PanTracer LBx demonstrated strong concordance with comparable products across multiple biomarker classes, including calculations of microsatellite instability and tumor mutational burden scores, which can aid in the selection of various immunotherapeutic treatments.

在该公司的验证研究中,Lukowiak表示,PanTracer LBx在多个生物标志物类别中表现出与同类产品高度的一致性,包括微卫星不稳定性计算和肿瘤突变负荷评分,这有助于选择各种免疫治疗方案。

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The company has submitted this study along with other analytical validation data for approval by Medicare's MolDx program, run by Medicare administrative contractor Palmetto. Investigators also shared some data from its validation package in a presentation this week at the annual meeting of the American Association for Cancer Research..

公司已将这项研究连同其他分析验证数据提交给由Medicare行政承包商Palmetto运营的Medicare的MolDx项目以寻求批准。研究人员还在本周美国癌症研究协会年会上的演讲中分享了其验证包中的部分数据。

In its meeting poster, the company reported that PanTracer LBx showed high accuracy for detection of both SNVs and indels, meeting all of the company's prespecified analytical validation acceptance criteria.

在会议海报中,该公司报告称,PanTracer LBx 在检测 SNVs 和 indels 方面表现出高准确性,满足了公司所有预先设定的分析验证接受标准。

Lukowiak said that in preparation for a full clinical launch later this quarter, NeoGenomics is allowing select physicians to use the assay on a limited basis under an evaluation assessment program. The EAP is intended to test and identify opportunities to streamline logistics, reporting, and customer support ahead of a full launch..

卢科维亚克表示,为了准备在本季度晚些时候进行全面的临床推广,NeoGenomics 正在通过评估评估计划(EAP)允许部分医生有限度地使用该检测方法。该 EAP 旨在测试并找出在全面推出之前优化物流、报告和客户支持的机会。

According to Lukowiak, physician interest in the program has been strong, and the company was pleased to see the program oversubscribed within five days of its announcement.

据卢科维亚克称,医生们对该计划的兴趣浓厚,公司很高兴地看到该计划在宣布后的五天内就超额认购了。

With the launch of PanTracer LBx, NeoGenomics is also updating and rebranding its NEO comprehensive NGS panel, which will now be called PanTracer Tissue. The upgrade to the tissue test will include the option of adding HRD (homologous recombination deficiency) scoring, which provides predictive and prognostic value in ovarian cancer therapy selection with potential in other tumor types, as well..

随着PanTracer LBx的推出,NeoGenomics还对其NEO全面NGS检测组合进行了更新和品牌重塑,该组合现在将被称为PanTracer组织检测。此次组织检测的升级将包括添加HRD(同源重组缺陷)评分的选项,这在卵巢癌治疗选择中提供了预测和预后价值,并在其他肿瘤类型中也具有潜力。

Stone said the company anticipates a large portion of customers for the new liquid biopsy NGS test will come from lung cancer, where testing has been embraced by guidelines.

斯通表示,公司预计新的液体活检 NGS 检测的大部分客户将来自肺癌,指南已采纳该检测。

Other applications will be a matter of physician preference. 'We are hearing more and more that physicians like the flexibility of the faster turnaround time [with liquid biopsy], and it eliminates the need for block retrieval,' he said.

其他应用将取决于医生的偏好。他表示:“我们越来越多地听到医生说他们喜欢(液体活检)更快周转时间的灵活性,并且无需进行组织块提取。”

While highlighting the firm's progress in clinical NGS testing, Stone also acknowledged its struggles with the nonclinical arm of its business, saying that macro factors have impacted things beyond what the company had anticipated.

在强调公司在临床NGS检测方面的进展时,斯通也承认其非临床业务面临的困境,并表示宏观因素对业务的影响超出了公司的预期。

'Specifically, pharma and biotech spend has not rebounded sufficiently to facilitate growth in that business,' Stone said, noting recent tariff announcements and other trade headwinds, as well as potential cuts in National Institutes of Health funding.

“具体来说,制药和生物技术的支出尚未充分反弹以促进该业务的增长,”斯通表示,他提到了最近的关税公告、其他贸易阻力以及美国国立卫生研究院资金可能的削减。

'While the nonclinical portion of our business accounts for around 10 percent of our total revenue in the quarter and is dilutive to our growth today, we continue to believe in the strategic value of this business and are confident it will return to growth,' he added.

“虽然我们业务的非临床部分在本季度约占总收入的10%,并且对我们的增长有稀释作用,我们仍然相信这部分业务的战略价值,并有信心它将恢复增长,”他补充道。

NeoGenomics' Q1 net loss was $25.9 million, or $.20 per share, compared to a net loss of $27.1 million, or $.21 per share, in the first quarter of 2024. On an adjusted basis, the firm calculated its Q1 net loss as $.00 per share, just shy of analysts' average expectation of a net loss of $.01 per share..

NeoGenomics第一季度净亏损为2590万美元,即每股0.20美元,而2024年第一季度的净亏损为2710万美元,即每股0.21美元。按调整后计算,该公司第一季度每股净亏损为0.00美元,略高于分析师平均预期的每股净亏损0.01美元。

NeoGenomics' Q1 R&D expenses were $10.2 million, up 34 percent from $7.6 million in the first quarter of 2024. Its SG&A costs were $90.9 million, up 6 percent from $86.0 million.

NeoGenomics第一季度研发费用为1020万美元,较2024年第一季度的760万美元增长了34%。其销售、管理及行政费用为9090万美元,较8600万美元增长了6%。

According to the company, its operating expenses included higher compensation and benefit costs as well as an increase in software and technology costs.

据该公司称,其运营费用包括更高的薪酬和福利成本,以及软件和技术成本的增加。

The firm ended the quarter with $346.2 million in cash and cash equivalents and $11.9 million in marketable securities.

该公司季度末持有3.462亿美元的现金及现金等价物和1,190万美元的可出售证券。

It also revised its full-year 2025 guidance to reflect the inclusion of $12 million to $14 million of revenue related to its

它还修订了其2025年全年指导,以反映与其相关的1200万至1400万美元收入的纳入。

acquisition of Pathline

收购Pathline

, a New Jersey-based clinical lab. The company now expects between $747 million and $759 million in full-year revenues.

,一家位于新泽西的临床实验室。该公司目前预计全年收入在7.47亿美元至7.59亿美元之间。