UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 001-39482 Sema4 Holdings Corp. (Exact name of registrant as specified in its charter) (State or other jurisdic ...

Sema4 Holdings Corp. (SMFR) Q4 2021 Earnings Conference Call March 14, 2022 4:30 PM ET Company Participants Joel Kaufman - VP Finance & Corporate Development Eric Schadt - Founder and Chief Executive Officer Isaac Ro - Chief Financial Officer Conference Call Participants Brandon Couillard - Jefferies Max Masucci - Cowen & Company Mark Massaro - BTIG Dave Delahunt - Goldman Sachs Disclaimer*: This transcript is designed to be used alongside the freely available audio recording on this page. Timestamps within ...

sema4 Q4 2021 Earnings Presentation March 2022 Disclaimer This presentation contains forward-looking statements under the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are statements that do not relate to historical facts and events and such statements and opinions pertaining to the future that, for example, contain wording such as "may," "might," "will," "could," "would," "should," "expect," "intend," "plan," "objective," "anticipate," "believe," "estimate," "p ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 001-39482 Sema4 Holdings Corp. (Exact name of registrant as specified in its charter) Delaware 85 ...

sema4 Investor Presentation J.P. Morgan Healthcare Conference January 2022 Disclaimer This presentation contains forward-looking statements under the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are statements that do not relate to historical facts and events and such statements and opinions pertaining to the future that, for example, contain wording such as "may," "might," "will," "could," "would," "should," "expect," "intend," "plan," "objective," "anticipate ...

sema4 Third Quarter 2021 Earnings Presentation . . . 2 Disclaimer This presentation contains forward-looking statements under the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are statements that do not relate to historical facts and events and such statements and opinions pertaining to the future that, for example, contain wording such as "may," "might," "will," "could," "would," "should," "expect," "intend," "plan," "objective," "anticipate," "believe," "estim ...

Financial Data and Key Metrics Changes - Total revenue for Q3 2021 was $43.2 million, a 12% increase from $38.6 million in Q3 2020 [23] - Diagnostic test revenue was $41.4 million, up 9% from $37.9 million in the same period last year [23] - COVID testing revenue decreased by 21% year-over-year to $4.2 million [23] - Excluding COVID-19, total revenue increased by 17% year-on-year [23] - Net income for Q3 2021 was $31.4 million compared to a net loss of $56.6 million in Q3 2020 [28] Business Line Data and Key Metrics Changes - Approximately 70,000 diagnostic tests were performed in Q3 2021, a 36% increase compared to the same period in 2020 [24] - Oncology volume grew by 166%, now accounting for 6% of total volume [24] - Women's health volumes increased by 33% compared to the same period in 2020 [24] - Other revenue totaled $1.8 million, up from $0.7 million in Q3 2020, mainly due to growth in collaboration service activities [24] Market Data and Key Metrics Changes - The IVF market continues to expand, positively impacting the long-term outlook for the business [29] - The company expects significant growth in pharmaceutical contributions in 2022 [15] Company Strategy and Development Direction - The company is focused on building a health intelligence platform that integrates genomic data with clinical records to improve patient outcomes [6][8] - Sema4 aims to establish new health system partnerships while expanding existing ones to drive precision medicine as the standard of care [14] - The launch of Sema4 Elements aims to broaden the product offering in reproductive and generational health [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth prospects for 2022, citing improvements in sales cycle and productivity [20][30] - The company anticipates a meaningful positive inflection point in financial performance in Q4 2021 [30] - Management highlighted the importance of reimbursement processes for oncology tests, which are currently gross margin negative [40] Other Important Information - The company has expanded its workforce to 1,150 employees, with a 32% increase in commercial headcount during Q3 [20] - A new Chief Scientific Officer was hired to accelerate the development of the platform [21] Q&A Session Summary Question: Can you elaborate on the non-core tests that underperformed in Q3? - The non-core tests include high-volume, low-margin offerings like cytogenomics, which are not part of the long-term focus on genomics [38] Question: What is the outlook for COVID revenue in Q4? - The company expects about $3 million in COVID revenue for Q4, but it is not a long-term strategic focus [39] Question: How is the reimbursement process progressing? - Reimbursement discussions are nearing completion, and 2022 is expected to be a more stable year for reimbursement [40] Question: How is the biopharma partnership pipeline developing? - The company is engaged in exciting collaborations with biopharma, focusing on real-world evidence studies and clinical trial matching [41] Question: How has the NorthShore partnership progressed? - The NorthShore partnership has exceeded expectations, with rapid uptake of genomic testing solutions across the system [46] Question: What is the impact of the Sema4 Elements launch? - The launch aims to enhance the company's offering in carrier screening, providing more actionable insights for reproductive health decisions [56]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 001-39482 Sema4 Holdings Corp. (Exact name of registrant as specified in its charter) (State or other juri ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q c/o Corvex Management LP 667 Madison Avenue New York, New York 10065 (Address of Principal Executive Offices, including zip code) (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-39482 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 c/o Corvex Management LP 667 Madison Avenue New York, New York 10065 (Address of Principal Executive Offices, including zip code) (212) 474-6745 For the transition period from to Commission Fi ...