MDxHealth SA(MDXH)
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MDxHealth SA(MDXH) - 2024 Q2 - Earnings Call Transcript
2024-08-22 16:34
财务数据和关键指标变化 - 公司第二季度收入为2.22亿美元,同比增长32% [7][23] - 毛利润为1.33亿美元,同比增长33%,毛利率为60% [25] - 经营亏损为740万美元,同比减少4% [26] - 现金及现金等价物为2.13亿美元 [26] 各条业务线数据和关键指标变化 - 组织基础检测(Confirm和GPS)业务收入占比约81%,同比增长15% [11][24] - 液体基础检测(Select和Resolve)业务收入同比增长35% [11][12] - 新推出的遗传性检测业务尚未对收入产生贡献,预计将在下半年开始贡献 [24] 各个市场数据和关键指标变化 - 公司未具体披露各个市场的数据和指标变化 公司战略和发展方向及行业竞争 - 公司通过扩大检测菜单和商业执行力实现可持续增长 [7][8][28] - 公司的检测菜单涵盖从前列腺癌筛查到风险分层的全流程,是行业最全面的诊断产品线 [13][15][18] - 公司与病理学家的合作关系日益加强,有助于推动检测的采用 [37][39] - 公司有望通过新产品开发、并购等方式进一步丰富检测菜单 [57][58][59] 管理层对经营环境和未来前景的评论 - 公司认为精准诊断技术的采用正在加速,公司有望持续受益于这一行业趋势 [29][30] - 公司预计2024年全年收入将达到8.5-8.7亿美元,同比增长超过20%,这是公司的长期可持续目标 [21] 其他重要信息 - 公司已完成GPS检测从Exact Sciences实验室向自有实验室的过渡 [16][17] - 公司通过与病理学家的合作,以及Medicare和NCCN指南的覆盖,为检测菜单的推广奠定了基础 [20] 问答环节重要的提问和回答 问题1 **Andrew Brackmann 提问** 询问公司在账户层面的增长驱动因素,以及未来如何进一步推动 [34] **Michael McGarrity 回答** 公司与泌尿科医生和病理学家的合作关系是关键,病理学家对Confirm检测的认知提升是重要推动因素 [35][37][39] 问题2 **Vidyun Bais 提问** 询问各业务线的相对增长情况 [45] **Michael McGarrity 回答** 组织基础检测和液体基础检测的定价和增长情况不同,公司提供更细化的披露以提高可比性 [46][47][48] 问题3 **Thomas Vranken 提问** 询问遗传性检测业务的整合进度,以及公司未来拓展检测菜单的计划 [53] **Michael McGarrity 回答** 遗传性检测业务将在下半年开始贡献收入,公司一直在评估新的拓展机会,未来检测菜单有望进一步丰富 [54][57][58][59]
MDXH Stock Earnings: MDxHealth Misses EPS, Beats Revenue for Q2 2024
Investor Place· 2024-08-22 08:53
MDxHealth (NASDAQ:MDXH) just reported results for the second quarter of 2024.MDxHealth reported earnings per share of -42 cents. This was below the analyst estimate for EPS of -26 cents.The company reported revenue of $22.16 million.This was 9.59% better than the analyst estimate for revenue of $20.22 million.InvestorPlace Earnings is a project that leverages data from TradeSmith to automate coverage of quarterly earnings reports. InvestorPlace Earnings distills key takeaways including earnings per share an ...
Mdxhealth Appoints Sanford J. Siegel, M.D.
GlobeNewswire News Room· 2024-07-08 20:00
            Mdxhealth Appoints Sanford J. Siegel, M.D. to Board of Directors IRVINE, CA, and HERSTAL, BELGIUM – July 8, 2024 (GlobeNewswire) – MDxHealth SA (NASDAQ: MDXH) (the "Company" or "mdxhealth"), a commercial-stage precision diagnostics company, today announced the appointment of Sanford J. Siegel, M.D. to its Board of Directors. Dr. Siegel will be taking the seat of Lieve Verplancke M.D., who is stepping down from the Board of mdxhealth. Dr. Siegel has more the 45 years of experience as a practicing ...
MDxHealth Reports Preliminary Q2 and Half Year 2024 Revenues and Raises 2024 Revenue Guidance
GlobeNewswire News Room· 2024-07-08 20:00
            MDxHealth Reports Preliminary Q2 and Half Year 2024 Revenuesand Raises 2024 Revenue Guidance IRVINE, CA, and HERSTAL, BELGIUM – July 8, 2024 (GlobeNewswire) – MDxHealth SA (NASDAQ: MDXH), a commercial-stage precision diagnostics company, today reported preliminary Q2 and half year 2024 revenues and cash. The Company expects to report Q2 and half year 2024 revenues of approximately $22.2 and $42.0 million, respectively, representing year-over-year growth of 32% and 34%, respectively, and represen ...
MDxHealth Reports Preliminary Q2 and Half Year 2024 Revenues and Raises 2024 Revenue Guidance
Newsfilter· 2024-07-08 20:00
MDxHealth Reports Preliminary Q2 and Half Year 2024 Revenues and Raises 2024 Revenue Guidance IRVINE, CA, and HERSTAL, BELGIUM – July 8, 2024 (GlobeNewswire) – MDxHealth SA (NASDAQ: MDXH), a commercial-stage precision diagnostics company, today reported preliminary Q2 and half year 2024 revenues and cash. The Company expects to report Q2 and half year 2024 revenues of approximately $22.2 and $42.0 million, respectively, representing year-over-year growth of 32% and 34%, respectively, and representing sequen ...
MDxHealth SA(MDXH) - 2024 Q1 - Earnings Call Transcript
2024-05-04 23:49
财务数据和关键指标变化 - 公司第一季度收入为1.98亿美元,同比增长35% [5][9][18] - 毛利润为1.21亿美元,同比增长38%,毛利率为60.8% [19] - 经营亏损为660万美元,同比减少24% [19] - 现金及现金等价物为1450万美元 [21] 各条业务线数据和关键指标变化 - 前列腺癌检测业务占公司第一季度收入的约85% [18] - 前列腺癌检测量同比增长16% [10] - 公司新推出的遗传性基因检测业务在第一季度末开始接收首批临床样本,预计将在第二季度贡献收入 [11][12] 各个市场数据和关键指标变化 - 未提及具体市场数据和关键指标变化 公司战略和发展方向及行业竞争 - 公司通过菜单扩充、销售渠道建设和客户关系管理,正在成为精准诊断领域的领先企业 [23][24][27] - 公司认为前列腺癌诊断市场发展前景广阔,与乳腺癌诊断市场25年前的发展态势类似 [25][26] - 公司与病理学家的合作关系不断加强,有利于进一步推动产品在市场的渗透 [27] - 新的LDT监管政策为公司带来竞争壁垒,有利于公司未来新产品的推出 [39][40] 管理层对经营环境和未来前景的评论 - 公司有信心在2025年上半年实现经调整EBITDA盈利 [15][43][44] - 公司认为未来收入增长20%是可持续的目标 [14] - 公司对自身业务发展前景充满信心,认为未来几个季度内将呈现出行业内罕见的财务表现 [44] 问答环节重要的提问和回答 问题1 **Andrew Brackmann 提问** 提问了增加收入指引的具体驱动因素,是否主要来自于新推出的遗传性基因检测业务 [32][33] **Michael McGarrity 回答** 回答指引上调主要源于公司核心前列腺癌检测业务的持续强劲增长,新业务只是一个补充 [33][34][48] 问题2 **Jason Bednar 提问** 询问公司何时能够实现自由现金流正转,以及新增债务融资的具体条款 [41][52] **Michael McGarrity 和 Ron Kalfus 回答** 回答公司将在2025年上半年实现经调整EBITDA盈利,具体自由现金流正转时间尚未确定。并表示新增债务融资条款已在SEC文件中披露 [43][53] 问题3 **Mark Massaro 提问** 询问公司各业务线在第一季度的表现情况 [55][56][57][58][59] **Michael McGarrity 回答** 详细介绍了公司在整合销售团队、推动组织转型以及全面发展诊断产品线方面取得的进展,各业务线表现良好 [56][57][58][59]
MDxHealth SA(MDXH) - 2024 Q1 - Quarterly Report
2024-05-01 20:54
Exhibit 4.1 CREDIT AGREEMENT dated as of May 1, 2024 by and among MDXHEALTH, INC., as the Borrower, MDXHEALTH SA, as Parent, ORC SPV LLC, as the Initial Lender, and ORC SPV LLC, as the Administrative Agent TABLE OF CONTENTS Page Article I DEFINITIONS AND ACCOUNTING TERMS 1 SECTION 1.1 Defined Terms. 1 SECTION 1.2 Use of Defined Terms 24 SECTION 1.3 Cross-References 24 SECTION 1.4 Accounting and Financial Determinations 24 Article II COMMITMENT AND BORROWING PROCEDURES 24 SECTION 2.1 Commitment 24 ...
MDxHealth Reports Q1-2024 Results and Announces Growth Capital from OrbiMed
Newsfilter· 2024-05-01 19:45
MDxHealth Reports Q1-2024 Results and Announces Growth Capital from OrbiMed Year-over-year Q1 revenues increase by 35% to $19.8 million Increasing 2024 revenue guidance to $83-85 million, previously $79-81 million Conference call with Q&A today at 08:30 AM ET / 14:30 CET IRVINE, CA, and HERSTAL, BELGIUM – May 1, 2024 (GlobeNewswire) – MDxHealth SA (NASDAQ:MDXH) (the "Company" or "mdxhealth"), a commercial-stage precision diagnostics company, today announced its financial results for the first quarter ended ...
MDxHealth SA(MDXH) - 2023 Q4 - Annual Report
2024-05-01 04:02
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 19 ...
MDxHealth SA(MDXH) - 2023 Q4 - Earnings Call Transcript
2024-03-07 10:07
MDxHealth SA (NASDAQ:MDXH) Q4 2023 Earnings Conference Call March 6, 2024 4:30 PM ET Company Participants Michael McGarrity - CEO Ron Kalfus - CFO Conference Call Participants Andrew Brackmann - William Blair Thomas Vranken - KBC Securities Jason Bednar - Piper Sandler Mark Massaro - BTIG Operator Good afternoon, ladies and gentlemen and welcome to the MDxHealth Fourth Quarter and Full Year 2023 Earnings Conference Call. At this time, all lines are in a listen-only mode. Following the presentation, we will ...