Earnings Call Summary | Guardant Health(GH.US) Q1 2024 Earnings Conference
Earnings Call Summary | Guardant Health(GH.US) Q1 2024 Earnings Conference
The following is a summary of the Guardant Health, Inc. (GH) Q1 2024 Earnings Call Transcript:
以下是Guardant Health, Inc.（GH）2024年第一季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Guardant Health reported Q1 2024 total revenue of $168.5 million, up 31% year-over-year.
Precision oncology revenue showed a 38% increase due to significant Guardant360 reimbursement tailwinds and strong growth in clinical and biopharma volumes.
Clinical test volume grew 20% year-over-year to 46,900 tests and biopharma volumes increased 37% to 8450 tests.
Non-GAAP gross margin excluding screening improved from 63% in Q1 2023 to 64% in Q1 2024, driven by improved average selling prices (ASP).
The company is targeting a COGS reduction and 60% gross margin for its MRD business by 2025.
Guardant Health报告称，2024年第一季度总收入为1.685亿美元，同比增长31％。
精准肿瘤学收入增长了38％，这要归因于Guardant360报销的重大利好以及临床和生物制药量的强劲增长。
临床测试量同比增长20％，达到46,900次，生物制药量增长了37％，达到8450次。
受平均销售价格（ASP）改善的推动，不包括筛选在内的非公认会计准则毛利率从2023年第一季度的63％提高到2024年第一季度的64％。
该公司的目标是到2025年将其MRD业务的COGS减少60％，毛利率为60％。
Business Progress:
业务进展：
Over one-third of orders were digital in Q1 2024 indicating successful EMR integration efforts.
Collaboration with Royal Marsden has begun for testing advanced non-small cell lung cancer patients, aiming to expand to an additional 10,000 patients by next March via an NHS study.
Clinical validity studies for additional cancers are under planning for the next year aimed at driving advancements in reimbursement.
Shield blood test showed progress and anticipates FDA approval in 2024, positioning it to potentially become the first FDA approved Medicare reimbursed CRC screening blood test.
Guardant Health expects significant contribution to growth via smart liquid biopsy in the second half of the year.
They remain committed to their screening product line and anticipate a big opportunity for it, particularly Shield, post FDA approval.
Revenue and volume contribution expectations from Shield will be clearer post FDA approval and other factors.
2024年第一季度，超过三分之一的订单是数字化的，这表明EMR整合工作取得了成功。
与皇家马斯登的合作已开始对晚期非小细胞肺癌患者进行检测，目标是通过一项NHS研究，到明年3月扩大到另外10,000名患者。
计划在明年进行其他癌症的临床有效性研究，旨在推动报销的进步。
Shield血液测试显示出进展，预计将在2024年获得美国食品药品管理局的批准，这使其有可能成为第一个获得美国食品药品管理局批准的医疗保险报销的结直肠癌筛查血液检查。
Guardant Health预计，下半年将通过智能液体活检为增长做出重大贡献。
他们仍然致力于其筛查产品线，并预计在获得美国食品药品管理局批准后，Shield将迎来巨大的机遇。
在获得美国食品药品管理局批准和其他因素后，Shield对收入和销量贡献的预期将更加明确。
More details: Guardant Health IR
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