Guardant Health (GH) has been beaten down lately with too much selling pressure. While the stock has lost 12.9% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier. Here is How to Spot Oversold Stocks We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator th ...

PALO ALTO, Calif.--(BUSINESS WIRE)--Guardant Health, Inc. (Nasdaq: GH), a leading precision oncology company, will present interim data from the COSMOS study supporting the use of Guardant Reveal to predict disease recurrence in patients with early-stage colon cancer at the ASCO 2024 Gastrointestinal Cancers Symposium, January 18-20 in San Francisco. Guardant Reveal analyzes comprehensive molecular signals in the blood to detect and quantify minimal residual disease (MRD). The COSMOS study evaluated the use ...

PALO ALTO, Calif., Jan. 8, 2024 /PRNewswire/ -- Guardant Health, Inc. (Nasdaq: GH), a leading precision oncology company, and Hikma Pharmaceuticals PLC ("Hikma"), a multinational pharmaceutical company, today announced an agreement to promote Guardant Health's portfolio of liquid and tissue biopsy tests for cancer screening, recurrence monitoring and tumor mutation profiling for all solid cancers across the Middle East and North Africa (MENA). The partnership expands Guardant Health's global presence and in ...

PALO ALTO, Calif.--(BUSINESS WIRE)--Guardant Health, Inc. (Nasdaq: GH), a leading precision oncology company, today announced the addition of Terilyn Juarez Monroe as the company’s chief people officer, effective immediately. In the newly-created role, Monroe will lead the human resources function, including people operations; cultural and organizational transformation; talent acquisition; and diversity and inclusion initiatives. Amelia Merrill, who previously served as senior vice president of people, is t ...

PALO ALTO, Calif.--(BUSINESS WIRE)--Guardant Health, Inc. (Nasdaq: GH), a leading precision oncology company, today announced that it has entered into a common stock purchase agreement with Baillie Gifford on behalf of accounts that it manages for the sale of 3,387,446 shares of its common stock in a registered direct offering at an offering price of $26.77 per share. Gross proceeds are approximately $90.7 million, before deducting expenses payable by Guardant Health. Guardant Health intends to use the net ...

财务数据和关键指标变化 - 第三季度总收入增长22%至1.43亿美元,精准肿瘤检测业务收入增长31% [14][50][54] - 临床检测量增长35%至43,900例,主要由Guardant360带动 [15][55] - Guardant360 ASP预计将从第四季度的2,700-2,750美元增至2024年1月1日起的2,850-2,900美元,主要受益于Medicare价格上调 [50][51][52][53] - 毛利率为60%,与去年同期相比略有下降,主要由于产品组合变化 [62][63] - 经营费用同比下降10%,净亏损同比减少47% [63][64] 各条业务线数据和关键指标变化 - 精准肿瘤检测业务中,临床检测收入增长34%,临床检测量增长35% [55][56] - 生物制药检测收入增长22%,检测量增长11% [59] - 开发服务及其他收入同比下降37%,主要由于合作项目里程碑收入时间性变化 [60][61] 各个市场数据和关键指标变化 - 国际市场收入占比较小,但预计未来一年内将实现显著增长 [23][24] - 日本市场是公司最大的国际扩张机会,Guardant360 CDx近期获得监管和报销批准 [24] 公司战略和发展方向及行业竞争 - 公司致力于通过液体活检技术转变肿瘤诊断,在治疗选择、微小残留病灶检测和筛查等领域拥有广阔机会 [9][69] - 公司正在持续提升Guardant360和Reveal的性能,并计划将Shield扩展至肺癌等其他适应症 [40][41][42][47] - 公司在与主要医疗机构EMR系统集成,预计将提升订单量 [19][20][21] - 公司正在推动各州通过生物标志物检测报销法案,以扩大私人保险报销覆盖 [27][28][29] 管理层对经营环境和未来前景的评论 - 公司对长期发展前景充满信心,认为目前才刚刚触及巨大机会的表面 [9][10] - 管理层对Guardant360 ASP未来的持续提升表示乐观,预计可达3,000美元以上 [51][52][53] - 管理层认为公司当前现金储备可提供实现现金流平衡所需的资金 [66][67] - 管理层对Shield V2的性能提升表示信心,并计划进行监管级别的临床试验 [40][41][42] 问答环节重要的提问和回答 问题1 **Tejas Savant 提问** 询问Guardant360 LDT和CDx的占比变化以及独立CPT编码对私人保险报销的影响 [72][73][74][75][76] **Michael Bell 回答** CDx占比略有提升,独立CPT编码有望提升透明度并简化私人保险报销 [73][74][75][76] 问题2 **Dan Arias 提问** 询问全年临床检测量增长目标是否维持在高30%至低40% [81][82] **Michael Bell 回答** 全年临床检测量增长仍预计达到高30%至低40% [82] 问题3 **AmirAli Talasaz 回答** Shield V2相比V1在检测高级腺瘤和早期癌症方面有显著提升,公司计划进行监管级别的临床试验 [137][138][139][140]

Transforming Cancer Care Q3 2023 Earnings Call Safe harbor and non-GAAP disclosures Certain statements in this presentation and the accompanying oral commentary are forward-looking projections are reasonable, such forward-looking statements are only predictions and involve known and statements within the meaning of federal securities laws. These statements relate to future events or unknown risks and uncertainties, many of which are beyond the Company's control. These and other Guardant Health, Inc. (the “C ...

总收入和净利润 - 公司在2023年第三季度实现总收入为1.43亿美元，同比增长21.6%[144] - 公司在2023年第三季度实现净亏损8,610万美元，同比减少46.8%[144] 现金及市场交易债券 - 公司截至2023年9月底，现金、现金等价物和可市场交易债券约为12亿美元[144] 收入影响因素 - 公司的收入受到测试量、定价和客户组合的影响，尤其是来自临床客户的精准肿瘤学收入[145] - 公司的收入还取决于第三方支付者对其测试的广泛覆盖和报销[146] 研发投入 - 公司的研发投入包括新产品开发，如Guardant Reveal和Shield的临床研究[151] 国际扩张 - 公司计划通过国际扩张来实现长期增长战略，目前主要通过分销商关系在美国以外的国家提供测试[152] - 公司与欧洲的癌症研究机构签署了合作协议，推动数字测序平台在欧洲的推广[154] - 公司与中国独立临床实验室公司签署战略合作协议，为在中国进行临床研究的生物制药公司提供全面基因组分析测试[155] 收入来源 - 公司的收入主要来自两个方面：精准肿瘤检测和开发服务及其他[160] - 精准肿瘤检测收入主要来自销售测试给临床和生物制药客户，其中约45%来自Medicare支付[162] 费用和成本 - 2023年第三季度，精准肿瘤检测成本为5364.8万美元，比2022年同期的3943.4万美元增加了1421.4万美元，增长36%[180] - 2023年第三季度，发展服务和其他成本为396.6万美元，比2022年同期的106.2万美元增加了290.4万美元，增长273%[180] 财务状况 - 截至2023年9月30日，公司累计亏损20亿美元，预计未来将继续投资于临床研究、开发新产品、扩大销售组织和增加市场营销力度[209] - 截至2023年9月30日，公司现金及现金等价物为4.573亿美元，市场债务证券为6.975亿美元[210] - 根据公司当前业务计划，预计现金、现金等价物和市场债务证券以及预期的经营现金流将足以满足未来12个月的现金需求[211] 现金流 - 2023年前9个月，经营活动产生的净现金流为-2.46247亿美元，投资活动产生的净现金流为1.76796亿美元，融资活动产生的净现金流为3.86807亿美元[213]

Guardant Health, Inc. (NASDAQ:GH) Q2 2023 Earnings Conference Call August 3, 2023 4:30 PM ET Company Participants Carrie Mendivil - IR Helmy Eltoukhy - Co-Founder, Co-CEO & Chairman AmirAli Talasaz - Co-CEO & Director Michael Bell - CFO Conference Call Participants Jack Meehan - Nephron Research Puneet Souda - Leerink Partners Patrick Donnelly - Citigroup David Delahunt - Goldman Sachs Group Daniel Leonard - Crédit Suisse Andrew Brackmann - William Blair & Company Sung Ji Nam - Scotiabank Operator Hello, ev ...

Transforming Cancer Care Q2 2023 Earnings Call Safe harbor ...