Question · Q3 2025
Joseph inquired about Pathline's impact as an AUP headwind, the timeline and strategy for integrating more NGS into the Pathline lab or leveraging Pathline for NGS pull-through, and NeoGenomics' updated NGS growth target for Q4 2025 and 2026, given recent acceleration.
Answer
CFO Jeff Sherman clarified that NGS work from Pathline will be performed at other NeoGenomics sites (Florida, California) to leverage existing capacity and achieve operating leverage, while Pathline focuses on rapid turnaround tests. CEO Tony Zook emphasized Pathline's role in addressing Northeast underpenetration, with legal integration and assay validations completed, enabling a full NeoGenomics portfolio offering and driving growth in 2026+. CFO Jeff Sherman stated that a Q4 specific NGS growth guide was not provided, but continued good growth is expected.