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    Bill Bonello • Craig-Hallum Capital Group LLC

    Bill Bonello's questions to Sophia Genetics SA (SOPH) leadership

    Bill Bonello's questions to Sophia Genetics SA (SOPH) leadership • Q2 2025

    Question

    Bill Bonello of Craig-Hallum Capital Group LLC sought details on the AstraZeneca contract structure, asking if it was milestone-based, if milestones were within Sophia's control, and if it could generate ongoing revenue. He also attempted to clarify the deal's potential size and asked about the terms of the Perceptive financing.

    Answer

    President Ross Muken confirmed the AstraZeneca deal has a mix of base payments and milestone 'bullets' tied to deliverables, not clinical risk, and that it's too early to discuss potential ongoing products. He declined to size the deal but affirmed its materiality. EVP & CFO George Cardoza detailed the Perceptive financing terms as SOFR plus 6%, along with the issuance of warrants.

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    Bill Bonello's questions to Guardant Health Inc (GH) leadership

    Bill Bonello's questions to Guardant Health Inc (GH) leadership • Q2 2025

    Question

    Bill Bonello of Craig-Hallum Capital Group LLC asked for a big-picture perspective on whether the paradigm shift from tissue-first to liquid-first seen with Guardant360 could be extrapolated to the MRD space, shifting perceptions of Reveal's tumor-naive approach versus tumor-informed tests.

    Answer

    Chairman & Co-CEO Helmy Eltoukhy agreed with the analogy, suggesting it's an underappreciated aspect of the Infinity platform. He explained that features from Guardant360 will migrate to Reveal, creating a differentiated product that analyzes active tumor biology, not just passenger mutations. He believes this will lead to two distinct MRD markets—tumor-informed and a 'massive' tissue-free market—similar to the dynamic in therapy selection, where liquid biopsy is becoming dominant.

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    Bill Bonello's questions to Myriad Genetics Inc (MYGN) leadership

    Bill Bonello's questions to Myriad Genetics Inc (MYGN) leadership • Q4 2024

    Question

    Bill Bonello questioned the timing of the CEO transition and asked for a characterization of the Q1 outlook, noting that the commentary suggested a potentially slower start to the year than investors might have hoped for.

    Answer

    CEO Paul Diaz clarified that the transition timing was driven by a personal career opportunity and expressed his full confidence in the remaining team and strategy. Regarding Q1, CFO Scott Leffler highlighted a difficult year-over-year comparison due to a significant favorable prior-period adjustment in Q1 2024. COO Samraat Raha added that their view of the full year and typical Q1 seasonality (impacted by deductibles) remains unchanged.

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