Earnings summaries and quarterly performance for NEOGENOMICS.
Executive leadership at NEOGENOMICS.
Board of directors at NEOGENOMICS.
Research analysts who have asked questions during NEOGENOMICS earnings calls.
Andrew Brackmann
William Blair & Company, L.L.C.
7 questions for NEO
Mason Carrico
Stephens Inc.
7 questions for NEO
Puneet Souda
Leerink Partners
7 questions for NEO
David Westenberg
Piper Sandler
6 questions for NEO
Andrew Cooper
Raymond James
5 questions for NEO
Daniel Brennan
TD Cowen
4 questions for NEO
Yuko Oku
Morgan Stanley
4 questions for NEO
Michael Ryskin
Bank of America Merrill Lynch
3 questions for NEO
Tejas Savant
Morgan Stanley
3 questions for NEO
Vidyun Bais
BTIG
3 questions for NEO
John Wilkin
Craig-Hallum Capital Group LLC
2 questions for NEO
Joseph
ROTH Capital
2 questions for NEO
Laura Gris Trillo
Jefferies Financial Group
2 questions for NEO
Lauren
Jefferies Financial Group Inc.
2 questions for NEO
Mark Massaro
BTIG, LLC
2 questions for NEO
Matthew Sykes
Goldman Sachs Group Inc.
2 questions for NEO
Michael Matson
Needham & Company
2 questions for NEO
Mike Matson
Needham & Company, LLC
2 questions for NEO
Thomas...
Guggenheim Securities, LLC
2 questions for NEO
Thomas VonDerVellen
Guggenheim Securities, LLC
2 questions for NEO
Tom
Deutsche Bank
2 questions for NEO
Vivian
BTIG
2 questions for NEO
Dan Brennan
UBS
1 question for NEO
Jack Meehan
Nephron Research LLC
1 question for NEO
Joseph Conway
Needham & Company, LLC
1 question for NEO
Matthew Hewitt
Craig-Hallum Capital Group LLC
1 question for NEO
Mike Ryskin
BofA Securities
1 question for NEO
Prashant Kota
Goldman Sachs
1 question for NEO
Tycho Peterson
Jefferies
1 question for NEO
Recent press releases and 8-K filings for NEO.
- NeoGenomics (NEO), an oncology "pure play" lab, reported double-digit revenue growth and nine consecutive quarters of positive adjusted EBITDA.
- The company is entering the rapidly growing $20+ billion solid tumor MRD (minimum residual disease) cancer monitoring market with the anticipated launch of RaDaR ST in Q1 2026, a market projected to grow at a 30% CAGR.
- Preliminary revenue for Q4 2025 is projected at $190 million (up from $172 million in Q4 2024), and full-year 2025 revenue is expected to be $727 million (up from $661 million in FY 2024).
- NeoGenomics announced preliminary Q4 2025 revenue of approximately $190 million, representing 11% year-over-year growth, and preliminary full-year 2025 revenue of $727 million, a 10% increase.
- The company is set to launch RaDaR-ST later in Q1 2026, entering the $20 billion-plus MRD market, and anticipates generating positive free cash flow in 2026.
- NGS revenue grew 22% in 2025, now comprising about one-third of clinical revenue, with continued focus on expanding high-value NGS products like the PanTracer family.
- NeoGenomics plans to address its convertible notes due in January 2028 and reported over $160 million in cash at the end of Q3 2025.
- NeoGenomics reported preliminary Q4 2025 revenue of approximately $190 million, representing 11% growth year over year, and preliminary full-year 2025 revenue of $727 million, representing 10% growth.
- The company plans to launch RaDaR-ST later this quarter (Q1 2026) to enter the $20 billion-plus MRD market, with two indications already approved for MolDX reimbursement and two additional indications submitted.
- Next-generation sequencing (NGS) revenue grew 22% in 2025 and now constitutes approximately one-third of clinical revenue, with expectations for continued growth.
- NeoGenomics is focused on a plan to address its 2028 convertible notes in 2026, anticipating positive free cash flow in 2026 to support this.
- The pharma business experienced rapid erosion in 2025 and is expected to see some continued erosion in 2026, which influences the overall growth outlook.
- NeoGenomics reported preliminary Q4 2025 revenue of approximately $190 million, representing 11% year-over-year growth, and preliminary full-year 2025 revenue of $727 million, representing 10% growth. The company has delivered nine consecutive quarters of positive adjusted EBITDA through Q3 2025.
- The company's 2026 growth strategy focuses on achieving above-market NGS growth, introducing PanTracer liquid biopsy, and launching RaDaR-ST into the $20 billion-plus MRD market later in Q1 2026.
- NeoGenomics is preparing a plan for its 2028 convertible notes, due in January 2028, with an expectation to execute in 2026 when market timing is appropriate. The company finished Q3 2025 with over $160 million of cash and expects to produce positive free cash flow in 2026.
- NeoGenomics announced preliminary unaudited revenue for Q4 2025 of approximately $190 million, representing 11% year-over-year growth.
- For full-year 2025, preliminary unaudited revenue is expected to be approximately $727 million, an increase of 10% year-over-year.
- The company announced a Chief Financial Officer transition, with Abhishek Jain joining as Executive Vice President on January 12, 2026, and becoming CFO on March 2, 2026.
- Current CFO Jeff Sherman will transition to Executive Vice President on March 2, 2026, and retire on April 14, 2026.
- These revenue figures are preliminary and unaudited, with final results for Q4 and full-year 2025 expected to be reported in February 2026.
- Presearch announced on December 24, 2025, that its inaugural Node NFT Auction successfully sold out all 142 Nodes on the first day.
- The auction generated over 4 million tokens, more than double the 2 million token reserve price.
- Each NFT grants holders the ability to activate a node and earn network rewards, serving as a license key for operating a node under Presearch’s new Node Orchestration layer, which is part of the upcoming Presearch 3.0 architecture.
- This auction, the first in an ongoing series, is intended to strengthen PRE tokenomics by adding network utility and returning tokens to the treasury, establishing a sustainable economic cycle.
- NeoGenomics announced that Natera has voluntarily withdrawn its appeal in the ongoing RaDaR patent litigation.
- This withdrawal leaves in place the August 2025 ruling by the North Carolina District Court, which granted NeoGenomics' motion for summary judgment and held Natera's asserted patent claims invalid.
- The resolution of the litigation allows NeoGenomics to focus on the full U.S. clinical launch of its RaDaR ST molecular residual disease (MRD) assay in Q1 2026.
- NeoGenomics' clinical business is performing strongly, with overall clinical volume up 15% and revenues up about 18% (or 12% excluding Pathline and total revenue). The company's total Next-Generation Sequencing (NGS) revenue now accounts for approximately one-third of its clinical revenue, growing at 24%.
- Key growth drivers for 2026 include the full benefit of sales force investments, the launch of RaDaR ST with initial indications for head and neck and breast cancer (with additional indications expected in late 2026), and the continued expansion of the PanTracer Family, particularly PanTracer LBX. The integration of Pathline is also expected to drive growth in the Northeast market.
- The biopharma business, representing about 6% of total revenue, has faced headwinds, with erosion anticipated through 2025 and modest erosion in 2026, but a return to growth is expected in 2027 and beyond with new offerings like RaDaR ST and Palettra.
- NeoGenomics anticipates becoming cash flow positive and achieving EBITDA growth, driven by judicious investments in growth areas and operational efficiencies. Significant gross margin improvements are expected from the integration of LIMS systems, the transition to Illumina's NovaSeq X platform starting in 2026, and the application of AI in digital pathology, which could lead to up to 35% productivity savings in medical interpretation.
- NeoGenomics' clinical business experienced an approximate 15% increase in overall clinical volume and about 18% growth in revenues, with total NGS now accounting for roughly one-third of clinical revenue.
- The company expects to sustain above-market growth in its NGS segment, propelled by the PanTracer family, the introduction of LBX in 2026, the full impact of sales force efforts, and the Pathline acquisition targeting the under-penetrated Northeast market.
- The biopharma business, which constitutes about 6% of total revenue, is projected to face continued erosion through 2025 and modest erosion in 2026, with a return to growth anticipated in 2027 and beyond, supported by new leadership and an evolving portfolio including RaDaR ST.
- RaDaR ST has obtained MolDX reimbursement for its initial two indications (head and neck HPV negative, breast HR and HER2 negative), with initial reimbursement rates close to $3,900.
- NeoGenomics plans to enhance gross margins and operational efficiency through investments in LIMS systems, digital pathology with AI, automation, and the transition to the NovaSeq X platform for NGS beginning in 2026.
- NeoGenomics reported strong performance in its clinical business, with 15% clinical volume growth and 18% revenue growth (or 12% excluding Pathline). Next-Generation Sequencing (NGS) now constitutes approximately one-third of clinical revenue, growing at 24%.
- Key growth drivers for 2026 include the launch of RaDaR ST for MRD, which has secured MolDX reimbursement at $3,900 for initial points and $1,158 for subsequent points, and the PanTracer Liquid Biopsy (LBx).
- The biopharma business, which accounts for about 6% of total revenue, is projected to experience continued erosion through 2025 and modest erosion in 2026, with a return to growth anticipated in 2027 and beyond.
- Operational efficiencies are expected from consolidating eight LIMS systems by the end of 2027, transitioning to the NovaSeq X platform in 2026, and implementing AI-assisted medical interpretation, which could lead to up to 35% productivity savings.
- The company aims to achieve cash flow positive status and EBITDA growth while strategically investing in growth opportunities like sales force expansion and next-generation MRD.
Quarterly earnings call transcripts for NEOGENOMICS.
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