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Myriad Genetics, Inc. (MYGN) Q3 2024 Earnings Call Transcript Summary

Myriad Genetics, Inc. (MYGN) Q3 2024 Earnings Call Transcript Summary

Myriad Genetics, Inc. (MYGN) 2024年第三季度業績會文本摘要
富途資訊 ·  2024/11/10 06:38  · 電話會議

The following is a summary of the Myriad Genetics, Inc. (MYGN) Q3 2024 Earnings Call Transcript:

以下是萬基遺傳公司(MYGN)2024財年第三季度業績會議電話文本摘要:

Financial Performance:

財務表現:

  • Myriad Genetics reported an 11% revenue growth in Q3 2024 compared to the previous year, demonstrating an improvement in both volume and revenue per test across the portfolio.

  • Gross profits reached approximately $150 million, with adjusted EBITDA at $14 million.

  • Adjusted EPS was positive at $0.06.

  • Despite initial seasonal ordering patterns and impacts from severe weather, the revised 2024 revenue target is around $840 million with an adjusted EPS increase to between $0.12 and $0.14.

  • 萬基遺傳報告稱,與去年同期相比,2024財年第三季度營業收入增長11%,顯示出投資組合中成交量和每項測試的收入均有所改善。

  • 毛利潤達到約15000萬美元,調整後的EBITDA爲1400萬美元。

  • 調整後的每股收益爲正值0.06美元。

  • 儘管受到最初季節性訂購模式和嚴重天氣影響,但修訂後的2024年營業收入目標約爲84000萬美元,調整後的每股收益增至0.12至0.14美元之間。

Business Progress:

業務進展:

  • Myriad Genetics has fortified its position with enhanced product portfolios such as MyRisk, precise liquid, and Precise MRD, aiming for double-digit growth in Hereditary Cancer testing volumes by 2025.

  • Investment in cloud-based EMR integrations and digital capabilities aims to streamline provider interactions and improve turnaround times for test results.

  • New lab facilities in Salt Lake City and South San Francisco have been operational, enhancing testing capabilities and efficiencies.

  • 萬基遺傳通過強化產品組合,如MyRisk、精確液體和Precise MRD,鞏固了其地位,旨在到2025年時將遺傳性癌症測試成交量增長率提升至兩位數。

  • 投資於基於雲的EMR集成和數字能力的目標是簡化提供商互動,改善檢測結果的反饋時間。

  • 鹽湖城和南舊金山的新實驗室設施已經投入運營,提升了檢測能力和效率。

Opportunities:

機會:

  • Market expansion and product innovation continue to be a strong focus, with developments in prenatal testing, hereditary cancer assessments, and mental health diagnostics through the GeneSight test, despite recent policy changes from UnitedHealthcare.

  • Regulatory environment remains supportive, with biomarker laws potentially expanding payer coverage for PGx tests.

  • 市場擴展和產品創新繼續是重點,儘管聯合健康保險最近出臺政策變化,但在產前檢測、遺傳性癌症評估以及通過GeneSight測試進行精神健康診斷方面有了新進展。

  • 監管環境仍然支持,生物標記法律可能擴大對個體基因組學檢測的付款範圍。

Risks:

風險:

  • UnitedHealthcare's recent policy change to restrict access to multi-gene panel PGx testing may significantly impact revenues from the GeneSight product, potentially reducing annual revenue by about $40 million starting from 2025.

  • UnitedHealthcare最近針對多基因檢測面板的政策變更可能會對GeneSight產品的營業收入產生重大影響,從2025年開始,可能會將年度營業收入減少約4000萬美元。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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