SOPHiA GENETICS to Announce Financial Results for Fourth Quarter and Full Year 2025 on March 3, 2026 [Accessibility Statement] Skip NavigationBOSTON and ROLLE, Switzerland, Feb. 17, 2026 /PRNewswire/ -- SOPHiA GENETICS (Nasdaq: SOPH), a global leader in AI-driven precision medicine, today announced it will release its financial results for the fourth quarter and full year 2025 before U.S. markets open on Tuesday, March 3, 2026. On that day, SOPHiA GENETICS will host a conference call to discuss its financia ...

Core Insights - SOPHiA GENETICS has announced a significant expansion in the United States by partnering with two major integrated health systems, enhancing its network and capabilities in AI-driven precision medicine [1] Company Expansion - The two new health systems are among the largest in the U.S., collectively analyzing millions of genetic samples annually [1] - The partnership will enable genomic testing for up to 60,000 patients annually across the West Coast and Midwest, focusing on hereditary cancers and rare diseases [1] Technology Utilization - Both health systems will implement SOPHiA DDM™, an AI-driven analytics application that supports comprehensive full-exome analysis for over 20,000 genes [1] - The integration of SOPHiA DDM™ aims to expedite testing turnaround times, reduce operational costs, and foster internal research and innovation initiatives [1] Market Positioning - This collaboration positions SOPHiA GENETICS and its partners to support future expansion in AI-driven precision medicine, serving a combined population of nearly one million cancer and rare disorder patients nationwide [1] - The expansion reinforces the company's mission to democratize data-driven medicine by providing AI-powered solutions that accelerate healthcare innovation and research [1]

Core Viewpoint - SOPHiA GENETICS reported strong preliminary financial results for Q4 and full year 2025, with expectations of 20-22% revenue growth in 2026 and announced an executive transition plan promoting Ross Muken to CEO effective July 1, 2026 [1][2][3] Financial Performance - Q4 2025 revenue is projected to be at least $21 million, reflecting a year-over-year increase of approximately 20% [6] - The company performed over 105,000 analyses on SOPHiA DDM™ in Q4 2025, marking a 16% year-over-year growth [6] - Full year 2025 revenue is approximately $77 million, representing an 18% year-over-year increase [6] - The total revenue for 2026 is guided to be between $92 million and $94 million, indicating a year-over-year growth of approximately 20% to 22% [7] Executive Transition - Ross Muken, currently President and a key executive for five years, will succeed Jurgi Camblong as CEO [3][5] - Jurgi Camblong will transition to Executive Chairman, focusing on strategic initiatives and technology innovation [4][5] - Kevin Puylaert has been appointed Chief Sales Officer effective January 2026, bringing over 10 years of experience with the company [10] Growth Catalysts - The company anticipates growth drivers in 2026, including advancements in its Liquid Biopsy application MSK-ACCESS powered by SOPHiA DDM™, opportunities in the U.S. market, and a revitalized BioPharma business [2]

Core Insights - Several biotechnology and life sciences companies experienced significant gains in after-hours trading, indicating strong investor interest in recent clinical and corporate developments [1] Company Summaries - Kura Oncology, Inc. (KURA) saw its shares rise to $10.57, an increase of 7.42% (+0.73), likely due to positive investor sentiment following the announcement of new data from its KOMET-007 Phase 1a/1b trial, which showed a favorable safety profile and encouraging antileukemic activity for its treatment regimen in acute myeloid leukemia patients [2] - SOPHiA GENETICS SA (SOPH) closed after hours at $4.85, gaining 5.21% (+0.24), with continued investor interest stemming from its collaboration with Complete Genomics to co-market precision oncology testing solutions [3] - Elutia Inc. (ELUT) experienced modest gains, with shares rising to $0.6045, up 3.10% (+0.0182), reflecting steady investor interest in the micro-cap biotech sector [4] - RenovoRx, Inc. (RNXT) added 2.47% (+0.02) to close at $0.9530, with recent news of its abstract submission acceptance for the ASCO Gastrointestinal Cancers Symposium 2026, where it will present findings from its ongoing Phase III trial [5] - Kodiak Sciences Inc. (KOD) posted a notable gain, climbing to $27.41, up 5.42% (+1.41), following the successful closing of a public offering that generated approximately $184 million in gross proceeds [6] - Day One Biopharmaceuticals, Inc. (DAWN) rose to $9.55, gaining 3.35% (+0.31), continuing to attract investor attention focused on oncology innovation [7] - Quantum BioPharma Ltd. (QNTM) advanced to $9.23, up 3.82% (+0.34), following the closing of a non-brokered private placement that raised gross proceeds of $750 [8]

Core Insights - Azenta and SOPHiA GENETICS are compared based on various financial metrics and market performance indicators to determine which company is superior in the medical sector Volatility and Risk - Azenta has a beta of 1.29, indicating its share price is 29% more volatile than the S&P 500 - SOPHiA GENETICS has a beta of 1.1, suggesting its share price is 10% more volatile than the S&P 500 [1][2] Institutional & Insider Ownership - 99.1% of Azenta shares are owned by institutional investors, while 31.6% of SOPHiA GENETICS shares are owned by institutional investors - 10.6% of Azenta shares are owned by company insiders, compared to 4.9% for SOPHiA GENETICS [2] Profitability - Azenta's net margin is -10.01%, return on equity is 1.40%, and return on assets is 1.17% - SOPHiA GENETICS has a net margin of -41.13%, return on equity of -37.75%, and return on assets of -18.75% [4] Earnings and Valuation - Azenta's gross revenue is $593.82 million with a price/sales ratio of 2.71, while SOPHiA GENETICS has a gross revenue of $65.17 million and a price/sales ratio of 5.03 - Azenta's net income is -$59.50 million with an earnings per share of -$1.30 and a price/earnings ratio of -26.96 - SOPHiA GENETICS has a net income of -$62.49 million with an earnings per share of -$0.46 and a price/earnings ratio of -10.54 - Azenta has higher revenue and earnings than SOPHiA GENETICS and is trading at a lower price-to-earnings ratio, indicating it is more affordable [6] Analyst Recommendations - Azenta has 2 sell ratings, 3 hold ratings, and 3 buy ratings, resulting in a rating score of 2.13 - SOPHiA GENETICS has 1 sell rating, 0 hold ratings, and 2 buy ratings, resulting in a rating score of 2.33 - Azenta's consensus price target is $38.60, suggesting a potential upside of 10.13%, while SOPHiA GENETICS has a consensus price target of $9.00, suggesting a potential upside of 85.57% [8] Summary - Azenta outperforms SOPHiA GENETICS in 9 out of 14 factors compared between the two companies [9]

Core Insights - Complete Genomics and SOPHiA GENETICS have announced a collaboration to co-market MSK-ACCESS® and MSK-IMPACT® powered by SOPHiA DDM™ on Complete Genomics' DNBSEQ-T1+ sequencing platform, aiming to enhance access to precision oncology testing globally [1][2]. Group 1: Collaboration Details - The partnership integrates SOPHiA GENETICS' AI-powered applications with Complete Genomics' DNBSEQ-T1+ platform, providing a sample-to-report workflow for laboratories [2]. - This collaboration marks a significant expansion into the precision oncology research market, enhancing the capabilities of both companies [2][3]. Group 2: Technology and Performance - The DNBSEQ-T1+ platform offers Q40-level accuracy and optimized throughput ranging from 500 million to 2 billion reads per flow cell, with a 24-hour paired-end 150bp run time [3]. - Each flow cell can run up to 60 tumor-normal sample pairs for tissue and up to 16 for liquid biopsy, providing a cost-effective and flexible sequencing solution [3]. Group 3: Benefits and Impact - The collaboration aims to enable decentralized labs to deliver faster, more accurate, and affordable insights to clinicians and researchers [3]. - SOPHiA DDM™ is a technology-agnostic analytics platform that enhances the analysis of healthcare data, demonstrating lower background noise and reduced turnaround time compared to other systems [4]. Group 4: Market Positioning - This new offering provides clinical laboratories, cancer centers, and drug developers with a high-performance, cost-efficient path for implementing comprehensive genomic profiling in precision oncology research [5]. - The collaboration is positioned to broaden access to data-driven medicine, allowing more laboratories worldwide to adopt precision oncology solutions [3][4].

Core Insights - SOPHiA GENETICS and Element Biosciences announced a partnership to integrate sequencing and AI analytics, aiming to enhance genomic workflows and support precision medicine research [1][2][4] Company Overview - SOPHiA GENETICS is a leader in AI-driven precision medicine, focusing on expanding access to data-driven healthcare through its SOPHiA DDM™ platform [8] - Element Biosciences is transforming scientific discovery with advanced technologies that enhance the pace and accessibility of genomics [9] Partnership Details - The collaboration combines SOPHiA DDM™ with Element's AVITI24™ 5D multiomic and AVITI sequencing systems, creating a streamlined end-to-end workflow for next-generation sequencing (NGS) [2] - This integration is expected to provide speed, scalability, and flexibility, allowing clinical researchers to derive actionable insights from NGS data efficiently [2][4] Expected Impact - The partnership aims to democratize access to genomic research, enabling healthcare organizations of all sizes to adopt innovative, AI-driven technologies [4] - The collaboration is anticipated to enhance the accuracy and consistency of genomic testing, ultimately accelerating the delivery of precision medicine to more patients [3][4]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $19.5 million, a 23% increase from $15.9 million in Q3 2024, continuing a trend of accelerating growth [26][32] - Adjusted gross margin remained flat at 73.1% year-over-year, despite a 40% increase in data processed by the platform [12][28] - Adjusted EBITDA loss was $10.2 million, an 8% increase from the prior year loss of $9.4 million, indicating improved operating leverage when excluding certain charges [31][33] Business Line Data and Key Metrics Changes - The company signed 31 new customers in Q3, bringing the total for 2025 to 94, surpassing the 92 customers signed in all of 2024 [5][18] - Revenue from the US market grew 30% year-over-year, contributing significantly to overall growth [7][15] - HMONK analysis volumes grew 18% year-over-year, while liquid biopsy testing saw over 2,000 analyses conducted in Q3, marking a 300% increase year-over-year [16][26] Market Data and Key Metrics Changes - EMEA region experienced a 24% revenue growth, with the UK and Belgium growing 120% and 70% respectively [15] - Asia-Pacific saw a 35% increase in analysis volume, with Japan beginning to contribute revenue as partnerships ramp up [16][19] - Latin America showed softness, but recent booking momentum suggests potential for recovery [16] Company Strategy and Development Direction - The company is focused on expanding its customer base and increasing the adoption of its applications, particularly in the US and liquid biopsy markets [5][10] - Strategic partnerships, such as with AstraZeneca for liquid biopsy testing, are expected to enhance market access and drive future growth [10][20] - The introduction of SOPHiA DDM Digital Twins aims to leverage multimodal data for better treatment decisions, indicating a shift towards more advanced AI-driven solutions [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business's momentum, citing strong customer signings and a healthy pipeline for future growth [36] - The company raised its 2025 revenue guidance to $75 million-$77 million, reflecting optimism about continued growth [32][33] - Management acknowledged challenges such as elevated social charges and foreign exchange impacts but emphasized ongoing efforts to optimize costs and maintain growth [30][33] Other Important Information - The company analyzed over 99,000 patients across 70 countries in Q3, showcasing the extensive use of its platform [12] - Total cash burn for Q3 was $13.1 million, a 36.5% increase year-over-year, but the company maintains a strong cash position of $81.6 million [31][32] Q&A Session Summary Question: Why is the Q4 growth guidance lower than Q3? - Management indicated a conservative approach to guidance, emphasizing strong momentum but wanting to ensure continued overachievement [39][41] Question: How many liquid biopsy customers are generating revenue? - Approximately 20% of the 60 liquid biopsy customers have started routine analyses, with expectations for significant ramp-up in the coming quarters [42][45] Question: What is the outlook for biopharma R&D spending in 2026? - Management expressed optimism about biopharma spending, noting a favorable position for SOPHiA in the market and strong pipeline activity [50][53] Question: How did customer onboarding times trend in Q3? - Implementation activities remained healthy, with a substantial backlog still present, indicating strong future revenue potential [74] Question: What is the expected contribution from AstraZeneca in Q4? - AstraZeneca's contributions are expected to ramp up in Q4, with revenue recognized upon hitting project milestones [60][62]

Company Overview and Platform - SOPHiA GENETICS' AI platform SOPHiA DDM™ is used by over 800 healthcare institutions globally[7] - The platform analyzes over 350,000 patients per year[8, 21] and has analyzed over 2 million profiles since its inception[8] - The company has invested over $400 million since its inception to develop AI Factories and proprietary algorithms[21, 53] Market Trends and Data Analysis - Healthcare data accounts for 30% of all data generated globally[16] - In Q3 2025, SOPHiA GENETICS analyzed over 99,000 genomic analyses[31] - Total data processed on SOPHiA DDM™ has seen compounded growth of over 50% since 2021[38] Financial Performance and Outlook - The company's revenue for 2024 was $65.2 million[56] - Revenue is expected to be in the range of $75 million to $77 million in 2025, representing year-over-year growth of 15% to 18%[59] - Adjusted gross margin was 72.8% in 2024[59] and 73.1% in Q3 2025[63] - The company has a cash balance of $81.6 million as of Q3 2025[63]

Core Insights - SOPHiA GENETICS reported a strong third quarter for 2025, with revenue growth accelerating to 23% year-over-year, marking the third consecutive quarter of growth [3][6] - The company signed 31 new customers in Q3 2025, with an average contract value increase of 180% year-over-year, indicating robust business momentum [3][7] - The adjusted EBITDA loss improved by 13% year-over-year when excluding elevated Swiss social charges on equity-based compensation, reflecting strong operational leverage [3][12] Financial Performance - Revenue for Q3 2025 was $19.5 million, up from $15.9 million in Q3 2024, representing a 23% increase [6][32] - Gross margin was reported at 66.3% and adjusted gross margin at 73.1%, compared to 67.2% and 73.1% respectively in the prior year [6][33] - The net IFRS loss was $20.0 million, a 9% increase from the previous year, while the adjusted EBITDA loss was $10.2 million, up 8% year-over-year [6][30] Business Highlights - The company performed a record 99,000 analyses on its SOPHiA DDM platform, achieving a 9% year-over-year volume growth [7] - Significant growth was noted in the U.S. market, with a 30% year-over-year revenue increase [12] - SOPHiA DDM was adopted by major institutions, including Nice University Hospital in France and Baylor Scott & White Health in Texas, expanding its application areas [7][12] Future Outlook - Full-year revenue is now expected to be between $75 million and $77 million, reflecting a year-over-year growth of 15% to 18% [6][12] - The adjusted EBITDA loss is projected to be between $39 million and $41 million for the full year, factoring in the impact of Swiss social charges and currency fluctuations [6][12] - The company aims to approach adjusted EBITDA breakeven by the end of 2026 and achieve positive adjusted EBITDA in the second half of 2027 [12][30]