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    Madison Pasterchick • Morgan Stanley

    Madison Pasterchick's questions to Personalis Inc (PSNL) leadership

    Madison Pasterchick's questions to Personalis Inc (PSNL) leadership • Q4 2024

    Question

    Madison Pasterchick from Morgan Stanley inquired about the expected phasing of top-line revenue throughout 2025 and the cadence of gross margins, particularly concerning the previously mentioned headwind from unreimbursed tests.

    Answer

    CFO Aaron Tachibana projected that 2025 revenue would be split roughly 50/50 between the first and second halves. He noted biopharma revenue would be weighted 40% to H1 and 60% to H2, while clinical revenue would be mostly in H2 pending reimbursement. He confirmed the gross margin headwind from unreimbursed tests would be approximately 17 to 18 percentage points for the full year 2025.

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    Madison Pasterchick's questions to Myriad Genetics Inc (MYGN) leadership

    Madison Pasterchick's questions to Myriad Genetics Inc (MYGN) leadership • Q4 2024

    Question

    Madison Pasterchick, on behalf of Tejas Savant, inquired about the expected revenue phasing for 2025, including seasonality, and asked for an update on the performance trends for MyChoice CDx and the assumptions baked into guidance.

    Answer

    Chief Commercial Officer Mark Verratti and CEO Paul Diaz indicated that volume growth is expected to accelerate in the second half of the year, with Q2 and Q4 typically being seasonally stronger. Regarding MyChoice CDx, Diaz stated that disruptions are largely in the past, with stable to modest growth expected. He emphasized that the primary future growth driver for MyChoice is the expansion into new indications like breast and prostate cancer, setting up for 2026 and beyond.

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