Sign in

    Maggie Boeye • William Blair & Company

    Maggie Boeye's questions to Veracyte Inc (VCYT) leadership

    Maggie Boeye's questions to Veracyte Inc (VCYT) leadership • Q2 2025

    Question

    Maggie Boeye of William Blair & Company, on for Andrew Brackman, asked about the expected growth contribution from the Decipher metastatic launch in the second half of 2025 and into 2026, and also about the key milestones for driving Prosigna adoption post-launch.

    Answer

    CEO Marc Stapley and CCO John Leite noted early interest in the metastatic launch and a 'halo effect' on high-risk testing. CFO Rebecca Chambers specified the 2025 guidance does not assume a meaningful contribution from the metastatic launch itself, but it is a key long-term driver. For Prosigna, Stapley highlighted the mid-2026 launch and pivotal study results as key milestones, while Chambers added that securing reimbursement via a tech assessment is a critical step.

    Ask Fintool Equity Research AI

    Maggie Boeye's questions to QuidelOrtho Corp (QDEL) leadership

    Maggie Boeye's questions to QuidelOrtho Corp (QDEL) leadership • Q2 2025

    Question

    Maggie Boeye of William Blair, on behalf of Andrew Breckham, inquired about QuidelOrtho's respiratory expectations for the remainder of 2025, the rationale for the revised COVID-19 guidance, and the company's confidence in its narrowed growth forecast for China.

    Answer

    CFO Joseph Busky explained that the full-year COVID-19 revenue guidance was lowered to $70-$100 million due to rising positivity rates but lower disease severity, while flu guidance remains unchanged. CEO Brian Blaser added that the narrowed mid-single-digit growth forecast for China is supported by strong visibility and the company's differentiated clinical chemistry business, which is less exposed to volume-based procurement (VBP).

    Ask Fintool Equity Research AI