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年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
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報告稱，2024年第一季度總收入爲1.685億美元，同比增長31％。
精準腫瘤學收入增長了38％，這要歸因於Guardant360報銷的重大利好以及臨床和生物製藥量的強勁增長。
臨床測試量同比增長20％，達到46,900次，生物製藥量增長了37％，達到8450次。
受平均銷售價格（ASP）改善的推動，不包括篩選在內的非公認會計准則毛利率從2023年第一季度的63％提高到2024年第一季度的64％。
該公司的目標是到2025年將其MRD業務的COGS減少60％，毛利率爲60％。
Business Progress:
業務進展：
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，超過三分之一的訂單是數字化的，這表明EMR整合工作取得了成功。
與皇家馬斯登的合作已開始對晚期非小細胞肺癌患者進行檢測，目標是通過一項NHS研究，到明年3月擴大到另外10,000名患者。
計劃在明年進行其他癌症的臨床有效性研究，旨在推動報銷的進步。
Shield血液測試顯示出進展，預計將在2024年獲得美國食品藥品管理局的批准，這使其有可能成爲第一個獲得美國食品藥品管理局批准的醫療保險報銷的結直腸癌篩查血液檢查。
Guardant Health預計，下半年將通過智能液體活檢爲增長做出重大貢獻。
他們仍然致力於其篩查產品線，並預計在獲得美國食品藥品管理局批准後，Shield將迎來巨大的機遇。
在獲得美國食品藥品管理局批准和其他因素後，Shield對收入和銷量貢獻的預期將更加明確。
More details: Guardant Health IR
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