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NEW YORK – Investment bank Jefferies said Friday that it has upgraded GeneDx shares to a Buy rating from a Hold rating while its price target remains unchanged at $80 per share.
纽约——投资银行Jefferies周五表示,已将GeneDx的股票评级从“持有”上调至“买入”,其目标价仍保持在每股80美元不变。
Jefferies analyst Tycho Peterson wrote in a note to investors that after spending some time with the GeneDx management team this week, he and his colleagues are 'confident' that GeneDx can achieve its projected 30 percent volume growth for 2025, led by testing in neonatal intensive care units and for new indications..
杰富瑞分析师泰科·彼得森在给投资者的报告中写道,本周与GeneDx管理团队交流后,他和同事们“相信”GeneDx能够实现其2025年预计30%的业务量增长,增长主要由新生儿重症监护室检测和新适应症推动。
Last week, GeneDx reported
上周,GeneDx 报告
a 42 percent year-over-year increase
同比增长42%
in Q1 revenues, but the company's stock plummeted following the release of the results.
第一季度收入,但公司股票在结果公布后暴跌。
GeneDx's first quarter was 'disappointing,' Peterson noted. 'That said, the story is far from broken.' While GeneDx's Q1 revenues beat the Wall Street consensus estimate, the company's whole-genome and whole-exome testing volumes came in short of expectations due to weather and one less business day in the quarter, driving 'an outsized stock reaction,' Peterson said.
Peterson指出,GeneDx的第一季度“令人失望”。 “尽管如此,情况远未达到无法挽回的地步。” 虽然GeneDx的第一季度收入超过了华尔街的共识估计,但由于天气原因和本季度少了一个工作日,公司的全基因组和全外显子测试量未达预期,导致了“股价的过度反应”,Peterson说道。
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GeneDx affirmed its 30 percent volume growth target for 2025. While testing for new indications can help the company achieve that target, the volume ramp, which is expected during the second half of the year, largely hinges on NICU testing, for which GeneDx recently launched an ultrarapid two-day
GeneDx重申了其在2025年实现30%的业务量增长目标。虽然针对新适应症的检测可以帮助公司实现这一目标,但预计将在今年下半年出现的业务量增长主要依赖于新生儿重症监护室(NICU)检测,为此GeneDx最近推出了一项超快速的两天检测服务。
whole-genome sequencing test
全基因组测序检测
using buccal swabs, Peterson said. Additionally, he believes the company's Epic Aura rollout for the integration of test results into electronic health records 'should turn a number of hospitals, potentially dozens, online quickly.'
佩特森说,使用口腔拭子。此外,他认为公司推出的Epic Aura系统用于将检测结果整合到电子健康记录中,“应该能让许多医院,甚至几十家医院快速上线。”
'Bottom line, we see the bridge on 2025 volume growth as: 10 percent from existing providers, 10 percent from new providers, and 10 percent split between the NICU and other new indications,' Peterson wrote.
“底线是,我们认为2025年销量增长的桥梁是:10%来自现有供应商,10%来自新供应商,10%分布在新生儿重症监护室和其他新适应症之间,”彼得森写道。
In morning trading on the Nasdaq, GeneDx's shares were up 8 percent at $60.65.
在纳斯达克早盘交易中,GeneDx 的股价上涨 8%,达到 60.65 美元。