OncoCyte (IMDX) Earnings Call Presentation

Investment Summary - iMDx employs a disruptive approach to molecular diagnostic testing by empowering local labs with kits, contrasting the central lab model[19] - The company has secured a go-to-market strategic partner and equity investment[19] - iMDx possesses a full R&D pipeline to fuel portfolio expansion over the next decade[19] - The company's IP portfolio is attractive to partners and enables value protection[19] Transplant Market - Kidney transplant patients face approximately a 202% (1 in 5) chance of their body rejecting the donor kidney[47] - The US market supports a $500 million annual revenue potential for transplant testing, currently generated by competitors[84] - The global transplant testing market is estimated at $1 billion today, with potential to expand to approximately $2 billion with claims expansion[86] - Medicare reimbursement for iMDx's transplant test was boosted to $2,753 per result in May 2025[80] Oncology Market - The estimated total addressable market (TAM) for oncology therapy selection in the US is $2 billion[104] - The estimated total addressable market (TAM) for oncology copy number instability (CNI) monitoring in the US is $4 billion[109]