Michael Okunowicz's questions to Bionano Genomics Inc (BNGO) leadership • Q2 2025
Question
Michael Okunowicz, on behalf of Jason McCarthy, inquired about the adoption rate of VIA software among OGM users, the strategy for marketing VIA to non-OGM users as a cross-selling opportunity, and the specific role of AI within the VIA software platform.
Answer
CEO Eric Holmlin explained that while VIA is installed in about a third of the total OGM base, the adoption rate is much higher among key 'routine use' customers, with significant opportunity still remaining. He confirmed that Bionano actively sells VIA for non-OGM applications like NGS and microarrays, viewing it as a 'Trojan horse' to introduce institutions to the Bionano ecosystem. Regarding AI, Dr. Holmlin described its function as accelerating and improving the analysis and categorization of genetic variants by computationally referencing various databases and publications.