Castle Biosciences, Inc. (NASDAQ:CSTL) Q4 2022 Earnings Conference Call February 28, 2023 4:30 PM ET Company Participants Camilla Zuckero - Vice President, Investor Relations and Corporate Affairs Derek Maetzold - Founder, President and Chief Executive Officer Frank Stokes - Chief Financial Officer Conference Call Participants Sung Ji Nam - Scotiabank Thomas Flaten - Lake Street Operator Good afternoon, and welcome to Castle Biosciences Fourth Quarter 2022 Conference Call. As a reminder, today's call is be ...

公司主要业务 - 公司主要收入来源于第三方支付方的报销，目前已经获得DecisionDx-Melanoma、DecisionDx-SCC、MyPath Melanoma、DecisionDx-UM、TissueCypher和IDgenetix的Medicare报销[34] - 公司目前主要关注在提供诊断明确、风险分层和治疗反应方面的创新测试服务，拥有七种商业化专有测试[31] - 公司的商业化产品支持美国约80亿美元的潜在市场[32] - 公司在2022年通过14项同行评审研究扩展了支持创新测试组合的证据[33] 皮肤鳞状细胞癌相关 - 美国每年约有100万患者被诊断为皮肤鳞状细胞癌[68] - SCC患者中约有20%（每年20万人）具有高风险特征，DecisionDx-SCC测试的美国潜在市场规模为8.2亿美元[69] - NCCN和AJCC/BWH两种分期系统在SCC患者治疗计划中存在严重不一致，导致患者频繁过度治疗或欠治疗[70] - DecisionDx-SCC测试对高风险SCC患者的敏感性为96%，阳性预测值为7%，阴性预测值为90.5%[72] 葡萄膜黑色素瘤相关 - DecisionDx-UM是一项用于预测葡萄膜黑色素瘤患者转移风险的专有GEP测试，被NCCN推荐用于UM肿瘤的预后[78] - 美国每年约有2,000名患者被诊断为葡萄膜黑色素瘤，DecisionDx-UM的美国潜在市场规模为930万美元[76] 其他产品及市场 - TissueCypher Barrett's Esophagus Test的美国潜在市场规模为10亿美元，用于诊断食管腺癌前病变[80] - IDgenetix测试结合药物-基因相互作用、药物-药物相互作用和生活方式因素，为抑郁症、焦虑症等精神健康疾病患者提供个性化药物治疗选择[85] - 公司目前提供五种专有MAAA测试，包括DecisionDx-Melanoma、DecisionDx-SCC、MyPath Melanoma、DecisionDx-UM和TissueCypher[88] 产品效用及临床研究 - 公司的商业测试报告包含临床可操作信息，多项研究表明医生根据测试结果调整患者治疗计划的比例约为50%[90] - 我们的产品能够准确预测患者癌症进展、转移或复发的风险[92] - 使用DecisionDx-Melanoma测试，美国医疗系统潜在节省高达2.5亿美元[94] - DecisionDx-Melanoma是我们专有的风险分层GEP测试，用于识别侵袭性表皮黑色素瘤患者的转移或复发风险[95] - DecisionDx-Melanoma已接受超过11,200名临床医生的订单，总计超过12万次测试[97] - 我们与NCI合作，将SEER计划登记的数据与DecisionDx-Melanoma测试数据进行关联，发现接受DecisionDx-Melanoma测试的患者相比未接受测试的患者具有更好的黑色素瘤特异性生存率[101] - DecisionDx-Melanoma已经发表了40多篇同行评审文章，证明其在预测黑色素瘤转移或复发风险方面的临床有效性[102] - DecisionDx-Melanoma对预测远处转移和死亡具有超过70%的敏感性，即使在无淋巴结转移（I-II期）患者中也是如此[104] - DecisionDx-Melanoma的临床效用研究表明，医生在约50%的情况下会改变患者的治疗计划建议[111] Medicare报销及费率 - DecisionDx-Melanoma的Medicare患者的测试将符合覆盖标准[170] - DecisionDx-Melanoma的最终LCD未导致任何覆盖变化[172] - DecisionDx-Melanoma的ADLT状态确定为$7,193每次测试[173] - DecisionDx-UM的LCD提供了覆盖范围，估计Medicare符合条件的人口约占可寻址市场的45%[175] - MyPath Melanoma的ADLT状态确定为$1,950，2023年的费率为$1,755[179] - DiffDx-Melanoma的LCD预计将在2023年第二季度结束前最终确定[180] - DecisionDx-SCC的报酬率为每次测试约$3,873[184] - TissueCypher的CLFS费率为2022年的$2,513，2023年的费率为$4,950[188] - IDgenetix的Medicare报销费率约为$1,500每次测试[190] 公司运营及竞争 - 公司收入中53%来自Medicare，12%来自商业付款[194] - TissueCypher Barrett's食管炎测试的主要竞争对手是传统的临床和病理评估[201] - IDgenetix的竞争对手包括Myriad Genetics的GeneSight测试和Genomind的PGx测试[202] - 公司在2022年在凤凰城、匹兹堡和圣地亚哥运营实验室设施[203] - 公司从ThermoFisher Scientific, Inc.和Qiagen, Inc.等供应商采购用于进行测试的某些试剂、设备和其他材料[204] - 公司已经为这些材料和供应商开发了备用采购策略[205]

| --- | --- | --- | --- | |-------|-------|-------|-------| | | | | | | | | | | | | | | | Disclaimers 2 Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the "safe harbor" created by those sections. These forward-looking statements include, but are not limited to, statements concerning: estimated sizes of the tota ...

Castle Biosciences, Inc. (NASDAQ:CSTL) Q3 2022 Earnings Conference Call November 2, 2022 4:30 PM ET Company Participants Camilla Zuckero - Vice President, Investor Relations and Corporate Affairs Derek Maetzold - Founder, President and Chief Executive Officer Frank Stokes - Chief Financial Officer Conference Call Participants Catherine Schulte - Baird Puneet Souda - SVB Securities Thomas Flaten - Lake Street Mark Massaro - BTIG Mason Carrico - Stephens, Inc Operator Good afternoon and welcome to Castle Bios ...

| --- | --- | --- | --- | |-------|-------|-------|-------| | | | | | | | | | | | | | | | Disclaimers 2 Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the "safe harbor" created by those sections. These forward-looking statements include, but are not limited to, statements concerning: estimated sizes of the tota ...

OSCIENCES Tra n sfo r m i n g D i s e a s e M a n a g e m e nt A u g u s t 8 , 2 0 2 2 D i s c l a i m e rs 2 F O R W A R D - L O O K I N G S T A T E M E N T S This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the "safe harbor" created by those sections. These forward-looking statements include, but are not limited to, statements concerning ...

Castle Biosciences, Inc. (NASDAQ:CSTL) Q2 2022 Earnings Conference Call August 8, 2022 4:30 PM ET Company Participants Camilla Zuckero - Executive Director of IR & Corporate Communications Derek Maetzold - Founder, President & CEO Frank Stokes - CFO Conference Call Participants Mason Carrico - Stephens Tom Peterson - Baird Puneet Souda - SVB Leerink Operator Good afternoon, and welcome to the Castle Biosciences Second Quarter 2022 Conference Call. As a reminder, todayÂ's call is being recorded. We will begi ...

Tra n sfo rmi n g D i s e as e M a n age me nt M a y 9 , 2 0 2 2 D i s c l a i m e r s 2 F O R W A R D - L O O K I N G S T A T E M E N T S This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the "safe harbor" created by those sections. These forward-looking statements include, but are not limited to, statements concerning: estimated sizes of ...

Castle Biosciences, Inc. (NASDAQ:CSTL) Q1 2022 Results Conference Call May 9, 2022 4:30 PM ET Company Participants Camilla Zuckero - Executive Director of Investor Relations and Corporate Communications Derek Maetzold - Founder, President and Chief Executive Officer Frank Stokes - Chief Financial Officer Conference Call Participants Puneet Souda - SVB Leerink Catherine Schulte - Baird Mason Carrico - Stephens Thomas Flaten - Lake Street Capital Markets Kyle Mikson - Canaccord Mark Massaro - BTIG Operator Go ...

Castle Biosciences, Inc. (NASDAQ:CSTL) Q4 2021 Earnings Conference Call February 28, 2022 4:30 PM ET Company Participants Camilla Zuckero - Executive Director of Investor Relations and Corporate Communications Derek Maetzold - Founder, President and Chief Executive Officer Frank Stokes - Chief Financial Officer Conference Call Participants Catherine Schulte - Baird Puneet Souda - SVB Leerink Kyle Mikson - Canaccord Thomas Flaten - Lake Street Capital Disclaimer*: This transcript is designed to be used along ...