T2 Biosystems, Inc. (NASDAQ:TTOO) Q4 2023 Earnings Conference Call February 15, 2024 4:30 PM ET Company Participants Trip Taylor - IR John Sperzel - Chairman & CEO John Sprague - John Sprague Conference Call Participants Ben Haynor - Alliance Global Operator Good day, everyone. And welcome to the T2 Biosystems Preliminary Fourth Quarter and Full Year 2023 Results Conference Call. At this time, all participants have been placed on a listen-only mode and we will open the floor for your questions and comments ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-36571 T2 Biosystems, Inc. (Exact name of registrant as specified in its charter) Delaware 20-4827488 (State or other jurisd ...

财务数据和关键指标变化 - 第三季度总收入为150万美元,全部来自非新冠产品收入,较上年同期的370万美元下降[11] - 新冠检测收入下降30万美元,BARDA收入下降100万美元,国际T2Dx仪器销售下降30万美元,细菌检测试剂包订单积压导致需求下降40万美元[11] - 预计2023年全年细菌检测及相关产品收入750万美元,较2022年下降10%[12] 各条业务线数据和关键指标变化 - 细菌检测试剂包收入110万美元,订单积压导致需求下降[15] - 美国细菌检测试剂包年化使用量每台仪器10.8万美元,受订单积压影响[16] - 部分医院细菌检测试剂包年化使用量已超过20万美元,高于公司预期的长期目标[17] 各个市场数据和关键指标变化 - 第三季度新签约5台T2Dx仪器,其中2台在美国,3台在美国境外[15] - 美国市场细菌检测试剂包需求受订单积压影响,国际市场需求相对较好[15] 公司战略和发展方向及行业竞争 - 公司专注于三大领域:败血症、生物恐怖主义和莱姆病,这些领域存在快速检测和靶向治疗的重大需求[6] - 公司获得FDA批准的T2Biothreat Panel是首个能同时检测6种高优先级生物恐怖主义病原体的产品,是美国公司开发和制造的唯一获FDA批准的多靶点生物恐怖主义产品[28] - 公司正在开发T2Bacteria Panel扩展版本,增加对阿西尼托巴克德的检测,将覆盖约75%的引起败血症的细菌[29] - 公司正在开发T2Resistance Panel和T2Lyme Panel,获得FDA突破性设备认定,有望加快审批进程[31][32] - 公司获得FDA突破性设备认定用于检测念珠菌auris,这种多药耐药真菌被CDC和WHO认定为严重全球健康威胁[36] 管理层对经营环境和未来前景的评论 - 公司产品在加快病原体检测、靶向治疗和抗生素使用方面具有明显优势,有助于改善患者预后、降低成本并应对抗菌素耐药性的全球威胁[8][9] - 公司产品在美国和国际市场需求依然强劲,但第三季度受订单积压影响,预计第四季度细菌检测及相关产品收入将环比增长60%[12] - 公司正在采取措施加强供应链和制造能力,预计将在本季度内完全消除订单积压[24] - 公司获得FDA批准的生物恐怖主义检测产品将有助于保护美国人免受有意或自然发生的这些病原体的危害[23][28] 其他重要信息 - 公司于2023年10月12日实施100比1的反向股票拆分,以符合纳斯达克最低股价要求[39][40][41] - 公司已将约20%的CRG贷款转换为股权,降低了债务和季度利息支付[13] - 公司获得了BARDA合同第三期选择权的到期,BARDA决定不再为公司后续产品开发提供资金[38] 问答环节重要的提问和回答 问题1 **Kyle Mikson 提问** 第三季度末的订单积压380万美元与上一季度末的350万美元差异不大,这是否意味着第三季度的财务表现可以视为正常水平?[46] **John Sperzel 回答** 第三季度末的380万美元订单积压与上一季度末的情况不同,公司已经在10月初清除了大部分积压,预计本季度内将完全消除订单积压[47] 问题2 **Ben Haynor 提问** 公司针对T2Biothreat Panel的潜在客户群体有哪些互动和进展?[59] **John Sperzel 回答** 公司正在与美国实验室应急网络、州和公共卫生实验室、国家战略储备和其他政府机构如CDC、NIH和国防部等进行接触和洽谈,同时也在与美国盟友国家政府进行接触[60][61][62] 问题3 **Ben Haynor 提问** 公司为解决订单积压而进行的设备投资是否属于重大投资,是否能够扩大产能?[65] **John Sperzel 回答** 公司进行的设备投资并不重大,主要是一些1万美元左右的设备,不能视为显著扩大产能的投资[66][67]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-36571 T2 Biosystems, Inc. (Exact name of registrant as specified in its charter) Delaware 20-4827488 (State or other jurisdictio ...

T2 Biosystems, Inc. (NASDAQ:TTOO) Q2 2023 Earnings Conference Call August 7, 2023 4:30 PM ET Company Participants Philip Trip Taylor - Gilmartin Group John Sperzel - President, CEO & Chairman John Sprague - CFO Conference Call Participants Benjamin Haynor - Alliance Global Partners Operator Greetings. Welcome to T2 Biosystems, Inc. Second Quarter 2023 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal prestation. [Operator ...

T2 Biosystems, Inc. (NASDAQ:TTOO) Q1 2023 Earnings Conference Call May 23, 2023 8:30 AM ET Company Participants Philip Taylor - Gilmartin Group John Sperzel - President, CEO & Chairman John Sprague - CFO Brett Giffin - Chief Commercial Officer Conference Call Participants Kyle Mikson - Canaccord Genuity Mark Massaro - BTIG Benjamin Haynor - Alliance Global Partners Operator Greetings. Welcome to the T2 Biosystems, Inc. First Quarter 2023 Earnings Conference Call. [Operator Instructions]. I will now turn th ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-36571 T2 Biosystems, Inc. (Exact name of registrant as specified in its charter) Delaware 20-4827488 (State or other jurisdicti ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended December 31, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36571 T2 Biosystems, Inc. (Exact name of registrant as specified in its charter) Delaware 20-4827488 (State or other jurisdiction of (I.R.S. E ...

T2 Biosystems, Inc. (NASDAQ:TTOO) Q4 2022 Earnings Conference Call March 13, 2023 4:30 PM ET Company Participants John Sperzel - Chairman and CEO John Sprague - CFO Conference Call Participants Mark Massaro - BTIG Ben Haynor - Alliance Global Partners Kyle Mikson - Canaccord Genuity Operator Good day everyone and welcome to the T2 Biosystems Inc. Fourth Quarter and Full-Year 2022 Earnings Conference Call. At this time, all participants have been placed on a listen-only mode and we will open the floor for yo ...