So, if you take this risk assessment test and you get above 20%. Um, what are you supposed to do. And and why is 20% the marker.So, our lifetime risk as women in America is 13%. Once it's above 20%, that means we want to be more proactive to find it because we might not just find it if we only do the annual screening tests. So the supplemental screening typically would be a breast MRI and then going forward you would do a mammogram and ultrasound once a year. Six months later you would do an MRI which would ...

in this room one in eight women will develop breast cancer and one in 43 will die looks better for men but they're not immune and in 2022 the deaths by breast cancer were 670,000 globally and 11,500 in the UK that's 32 people every day and cases are predicted to rise to 70,000 by 2040 right but here's the good news the death rate actually falling and have been falling remarkably to by a 44% why certainly because interventions and better screen and better treatments but definitely because we can catch cancer ...

Summary of Exact Sciences (EXAS) FY Conference Call - June 03, 2025 Company Overview - Exact Sciences is focused on cancer detection and prevention, particularly through its flagship product, Cologuard, which screens for colon cancer using stool samples [3][4][5] - The company aims to eradicate cancer by preventing it, detecting it earlier, and guiding treatment [5] Key Points and Arguments Business Model and Growth - Exact Sciences has invested over $1 billion into its technology platform, which is designed to serve consumers, patients, health systems, and payers [5] - The company expects to generate over $3 billion in revenue this year, with a focus on growing profitability [7] - Cologuard has significantly increased colon cancer screening rates from approximately 60% to over 72% in the population over 50 years old [9] - The company has screened 20 million people with Cologuard, which is protected for three years, contributing to double-digit revenue growth [9][10] Technology and Innovation - Exact Sciences has developed a technology platform called Exact Nexus, built on the Epic EMR system, which enhances billing efficiency and electronic ordering [15][16] - The company is launching three new products this year, including Cologuard Plus, OncoDetect, and CancerGuard, which aim to improve cancer detection rates [36][37][38] - Cologuard Plus has a sensitivity of 95% and a specificity of 94%, detecting 43% of precancerous polyps [25][26] Market Opportunity - There are 55 million people in the U.S. who are not up to date with colon cancer screening, representing a significant growth opportunity for Exact Sciences [24] - The company anticipates increasing the number of people tested annually from 4 million to at least 14 million [24] - The market for care gap programs, driven by payers and health systems, is expected to grow into a billion-dollar opportunity [31] Financial Performance - Exact Sciences has achieved a 16% growth rate over the past five years, with a projected 14% growth in its screening portfolio this year [46] - The company turned adjusted EBITDA positive two years ago and expects to double profitability within two years [47] - Gross margins are nearly 75%, with significant margin expansion expected from the launch of Cologuard Plus and general administrative optimization [48][49] Future Outlook - The company is positioned for sustainable growth through its innovative products and technology platform, with a long-term revenue objective of mid-teens growth and over 20% adjusted EBITDA [50] - Exact Sciences emphasizes the importance of early detection and intervention in reducing cancer mortality rates [51] Additional Important Information - The company has a strong focus on clinical evidence, with multiple publications in reputable journals supporting its products [13] - Exact Sciences is working with nine of the top ten payers to enhance screening rates, which is crucial for qualifying for Medicare Advantage and commercial bonuses [20] - The company is leveraging AI and machine learning to improve performance and guide treatment decisions [35]

Lucid Diagnostics (LUCD) Q1 2025 Earnings Call May 14, 2025 08:30 AM ET Speaker0 Good morning, and welcome to the Lucid Diagnostics First Quarter twenty twenty five Business Update Conference Call. Please note this event is being recorded. I would now like to turn the conference call over to Mr. Matt Reilly, Lucid Diagnostics Senior Director of Investor Relations. Please go ahead. Speaker1 Thank you, operator. Good morning, everyone. Thank you for participating in today's business update call. Joining me to ...

Financial Data and Key Metrics Changes - Total results delivered to patients reached 1,200,000, with core revenue growing by 11% and non-GAAP operating expenses increasing by only 4%, leading to a more than 60% increase in adjusted EBITDA [4][10] - Screening revenue exceeded guidance, increasing by 14% to $540 million, while Precision Oncology revenue grew by 4% to $167 million on a core basis [10][11] - Adjusted EBITDA margin expanded by 280 basis points, driven by volume leverage, productivity, and cost-cutting initiatives [11][12] - Free cash flow reached breakeven, showing a year-over-year improvement of $120 million, with expectations for strong cash generation throughout the year [12][13] Business Line Data and Key Metrics Changes - Cologuard growth was primarily driven by rescreens, CareGAP programs, and an increase in new ordering providers [10][11] - Rescreens accounted for over 25% of total Cologuard orders, with expectations for further growth in this segment [53] - The launch of Cologuard Plus is expected to enhance performance and margins, with early adoption showing promising results [17][18] Market Data and Key Metrics Changes - Customer engagement by the field force increased by over 30% year-over-year, with more than 190,000 providers ordering during the first quarter, marking a nearly 10% increase year-over-year [14][15] - The Care Gap program grew triple digits last year and is expected to continue strong double-digit growth this year [6][7] Company Strategy and Development Direction - The company is focused on expanding its commercial organization and enhancing provider engagement to drive growth [4][5] - New product launches, including Cologuard Plus and OncoDetect, are central to the company's strategy for sustained growth [8][19] - The company aims to position Cologuard as the first option in colorectal cancer screening, with a goal of increasing screening rates to 80% [18][116] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the early successes of commercial initiatives and the potential for continued growth in screening and oncology segments [4][8] - The company is navigating a challenging operating environment but remains confident in its ability to drive growth through strategic investments and operational efficiencies [10][12] - Management highlighted the importance of maintaining focus on long-term value creation despite short-term market challenges [76][78] Other Important Information - The company ended the quarter with cash and securities totaling $786 million, reflecting a $249 million convertible note paydown [13] - The company is actively working with Medicare to secure reimbursement for its tests, with expectations for updates in the near future [20] Q&A Session Summary Question: Focus on commercial execution and changes made - Management highlighted that the volume of calls by sales representatives is up, with improved productivity and engagement with healthcare providers [26][28] Question: Unpacking guidance and revenue outlook - Management indicated that the increased guidance is primarily due to improvements in commercial execution and visibility into orders for Q2 [39] Question: Sales and marketing investments - Management acknowledged higher sales and marketing expenses but emphasized that revenue growth significantly outpaced these investments [41][44] Question: Rescreens contribution to total volume - Management confirmed that rescreens are a significant growth driver and could increase their contribution to total volume this year [53][54] Question: Blood testing timeline and hurdles - Management expressed confidence in the timeline for blood testing developments, with a focus on quality measures and ongoing discussions with payers [62][64] Question: Capital allocation priorities - Management indicated a focus on organic growth opportunities while also considering potential acquisitions as the financial profile improves [106][108]

Core Insights - AccuStem Sciences, Inc. and EmeritusDX are expanding their strategic partnership to commercialize the MSC test for lung cancer screening, aiming to improve accuracy in lung nodule stratification and reduce healthcare costs [1][3] - The MSC test analyzes 24 microRNAs to differentiate between high- and low-risk lung nodules, facilitating earlier patient care and potentially minimizing unnecessary procedures [2] - The operational deployment of the MSC test is planned for launch in US clinics in 2026, with both companies pursuing reimbursement strategies to enhance access for the 1.6 million patients diagnosed annually with lung nodules in the US [3] Company Overview - AccuStem is focused on optimizing outcomes and quality of life for cancer patients through proprietary molecular testing that addresses unmet clinical needs from screening to treatment [5] - EmeritusDX specializes in delivering actionable clinical information and operates a world-class laboratory that supports cancer diagnosis and treatment [7] Leadership Statements - Wendy Blosser, CEO of AccuStem, emphasized the significance of the MSC test in lung cancer screening technology and the potential for impactful diagnostic solutions [4] - Robert Embree, CEO of EmeritusDX, expressed excitement about the collaboration and the commitment to expanding access to innovative diagnostics for cancer patients [4]