该收购案始于今年年初，过程几经波折。1月10日，Quanteri x宣布收购Akoya Biosciences，根据协议，以1股Akoya股票置换0.318股 Quanteri x股票。收购目的是，一、将Akoya的空间空间生物学与其基于血液的超灵敏蛋白检测技术可以形成技术互补；二、扩展应用领域， 从原来的神经学拓展到肿瘤学领域；三、借助Akoya的合作伙伴，推动其产品进入临床市场；四、通过大幅成本节约，加速实现盈利。该交易 将产生约4000万美元的年度成本协同效应，其中2000万美元预计将在交易结束后的第一年内实现，预计2026年将实现正向现金流。 之后，由于Quanteri x股东之一基金公司Kent Lake PR LLC对收购提出反对意见，让收购案一度出现不确定性。双方在4月对合并协议进行 了修订。修订后，以1股Akoya股票置换0.1461股Quanteri x股票+0.38美元现金。 关于Quanteri x Quanteri x Corporation（纳斯达克代码：QTRX）是一家专注于超灵敏生物标志物检测的生命科学公司，总部位于美国马萨诸塞州比勒里卡 （ Bi l lerica ） ， 成 ...

Quanterix (QTRX) FY 2025 Conference June 09, 2025 01:20 PM ET Speaker0 Alright. Great. Good afternoon, everyone. I'm Matt Sykes, the life science tools and diagnostic Analyst at Goldman Sachs. And I have the pleasure of having Masud Toulou, the President and CEO of Quanterix with Speaker1 me today. And, Masud, thanks for joining me. Matt, thanks for having us. Great. Maybe if we Speaker0 could start out just for those who maybe kind of knew the story, maybe just give a brief summary of the Quanterix story a ...

Quanterix (QTRX) Q1 2025 Earnings Call May 12, 2025 04:30 PM ET Company Participants Joshua Young - Head of Investor RelationsMasoud Toloue - CEOVandana Sriram - Chief Financial OfficerJake Allen - Healthcare Equity Research AssociatePuneet Souda - Senior MD Conference Call Participants Kyle Mikson - Managing Director & Senior Research AnalystSung Ji Nam - MD - Senior Healthcare AnalystDaniel Brennan - Senior Equity Research Analyst - Managing Director Operator Ladies and gentlemen, thank you for standing b ...

Financial Data and Key Metrics Changes - In the first quarter, the company reported revenue of $30.3 million, representing a decline of 5% year-over-year [10][20] - Adjusted gross margin was approximately 50%, with adjusted cash usage of $9 million, showing over 50% improvement compared to the previous year [10][20] - The company ended the quarter with $269.5 million in cash and equivalents, down $22.2 million from last year [24] Business Line Data and Key Metrics Changes - Consumables revenue was $18.1 million, up 6% year-over-year, driven by strong performance from recently launched products [20] - Instruments revenue was $2.6 million, up 3% year-over-year, with 17 instruments placed in the quarter compared to 16 in the same quarter last year [20] - Accelerator lab revenue decreased by 36% to $5.6 million, primarily due to a decline in large multimillion-dollar projects from pharmaceutical customers [20] Market Data and Key Metrics Changes - North America led revenue growth with a 3% increase, while Europe declined by 30% and Asia Pacific grew by 14% [21] - The customer mix for Q1 was approximately 50% from pharma and 50% from academia [20] Company Strategy and Development Direction - The company is focused on expanding its leadership in neurology and entering immunology and oncology markets through the acquisition of Akoya Biosciences [8][12] - The upcoming launch of the Simoa One platform aims to break current sensitivity barriers and expand multiplexing capabilities [14][18] - The company plans to democratize access to its technology by allowing customers to use Simoa One assay kits on existing flow cytometers starting in 2026 [16][18] Management's Comments on Operating Environment and Future Outlook - Management acknowledged broader macro funding challenges but remains optimistic about the demand for human health solutions [7][16] - The company has revised its guidance more conservatively, expecting revenue for 2025 to be between $120 million and $130 million, reflecting a decline of 5% to 13% [25][28] - Management emphasized the commitment to achieving positive cash flow by 2026, supported by a balance sheet exceeding $100 million [19][31] Other Important Information - The company announced a significant reduction in the equity value of its merger with Akoya Biosciences by 67%, increasing Quanterix's shareholder ownership from 70% to 84% [11] - The company is implementing a $30 million core operating cost reduction, scaling to $55 million in annualized savings by 2026 [19] Q&A Session Summary Question: How did Accelerator revenue compare to expectations? - Management indicated that Q1 Accelerator revenue was aligned with expectations, noting a lack of large projects but strong recurring revenue [38] Question: What drove the record consumables revenue? - The record was driven by top neurology assays and traction in inflammation and cytokine-based assays [36] Question: What are the implications of Simoa One being compatible with flow cytometers? - This compatibility allows for broader access to the technology, particularly in immunology and oncology, enhancing synergy with Akoya's customer base [42] Question: What is the expected contribution from Lucent Diagnostics testing? - The pricing for the Lucent AD Complete test is expected to be in the triple digits, with reimbursement beginning in early 2026 [45] Question: What is the outlook for the academic market? - Management noted pressure on instrument purchases but highlighted the resilience of consumables, with a significant installed base generating recurring revenue [57] Question: What are the key drivers for the slower pipeline development in Accelerator? - The slower pipeline is attributed to pharma spending dynamics and project delays rather than a loss of customer interest [64] Question: What is the expected cash burn for Akoya in 2026? - Management did not provide specific guidance for Akoya but indicated that synergies from the acquisition would significantly impact cash burn [90]

First Quarter 2025 Earnings May 12, 2025 " Legal Information IMPORTANT ADDITIONAL INFORMATION In connection with the proposed acquisition of Akoya Biosciences, Inc. ("Akoya") by Quanterix (the "Merger"), Quanterix will file with the U.S. Securities and Exchange Commission (the "SEC") a post-effective amendment to its registration statement on Form S-4 (as so amended, the "Registration Statement"), which will contain a preliminary proxy statement of Akoya and a preliminary prospectus of Quanterix (the "Proxy ...

Quanterix Corporation (NASDAQ:QTRX) Q4 2024 Earnings Conference Call March 17, 2025 4:30 PM ET Company Participants Joshua Young - Head of IR Masoud Toloue - President and CEO Vandana Sriram - CFO Conference Call Participants Matt Sykes - Goldman Sachs Kyle Mikson - Canaccord Puneet Souda - Leerink Partners Dan Brennan - TD Cowen Sung Ji Nam - Scotiabank Operator Thank you for standing by. My name is Kathleen and I will be your conference operator today. At this time, I would like to welcome everyone to the ...