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    Corey Rosenbaum • Scotiabank

    Corey Rosenbaum's questions to Veracyte Inc (VCYT) leadership

    Corey Rosenbaum's questions to Veracyte Inc (VCYT) leadership • Q2 2025

    Question

    Corey Rosenbaum of Scotiabank, on for Sung Ji Nam, asked about the specific gross margin benefit expected from transitioning the Afirma test to the V2 Transcriptome platform.

    Answer

    CFO Rebecca Chambers explained that while the move from the NextSeq 500 to the NovaSeq X will create a meaningful reduction in sequencing-related costs over time, the company plans to reinvest these savings back into the business to fund growth initiatives. CEO Marc Stapley added that the transition creates a unified, scalable platform for future tests, including Prosigna.

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    Corey Rosenbaum's questions to Adaptive Biotechnologies Corp (ADPT) leadership

    Corey Rosenbaum's questions to Adaptive Biotechnologies Corp (ADPT) leadership • Q1 2025

    Question

    Corey Rosenbaum, for Sung Ji Nam at Scotiabank, inquired if the upgraded DLBCL assay would alter adoption trends and asked for the mix between late-stage and early-stage trials within the MRD pharma business.

    Answer

    Executive Susan Bobulsky stated the enhanced DLBCL assay is a key driver for adoption, especially in pharma trials focused on end-of-therapy MRD detection. She clarified that the majority of the MRD pharma business, particularly in multiple myeloma which is over 60% of the portfolio, is concentrated in later-stage, registrational trials.

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    Corey Rosenbaum's questions to Castle Biosciences Inc (CSTL) leadership

    Corey Rosenbaum's questions to Castle Biosciences Inc (CSTL) leadership • Q3 2024

    Question

    Corey Rosenbaum from Scotiabank, on for Sung Ji Nam, asked about physician reception and any resistance to the TissueCypher test, particularly after the ACG conference, and also questioned the potential impact of recent hurricanes on Q4 results and guidance.

    Answer

    CEO Derek Maetzold stated that resistance to TissueCypher is low and adoption is primarily a matter of increasing physician awareness and workflow integration, not pushback. He noted the test helps both rule-in patients for ablation therapy and de-escalate surveillance for low-risk patients. Regarding hurricanes, he acknowledged a potential Q4 volume impact is factored into the updated guidance, as some practices are still not fully operational.

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