Table of Contents 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, 2024 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 001-36156 VERACYTE, INC. (Exact name of registrant as specified in its charter) Delaware 20-5455398 (State or othe ...

财务数据和关键指标变化 - 公司第一季度收入为9680万美元,同比增长17% [10] - 检测业务收入增长25%,大幅超出预期 [10] - 检测量增长16%至约33,500个检测 [45] - 检测平均售价约2,900美元,调整后约2,800美元 [46][47] 各条业务线数据和关键指标变化 - Decipher Prostate检测量创新高,达16,500个,同比增长 [13] - Afirma检测量约14,000个,收入同比增长14% [20] - 产品收入3.5百万美元,同比下降9% [48] - 生物制药及其他收入3百万美元,同比下降51% [49] 各个市场数据和关键指标变化 - Decipher Prostate在NCCN指南中获得最高级别1b证据评级 [14] - Decipher Prostate获得一家大型商业保险商的网络覆盖,覆盖近3000万会员 [15] - Afirma GRID RUO工具获得医生广泛关注,约50%医生要求报告 [21] - Afirma TERT基因检测获得Medicare报销 [22] 公司战略和发展方向及行业竞争 - 公司目标是未来几年内实现Decipher Prostate和Afirma检测量占比达80% [24] - 公司正在开发Decipher Prostate的qPCR版本和Prosigna及Percepta Nasal Swab的NGS版本,用于全球拓展 [36][37] - 公司收购C2i Genomics后,正在开发肌肉浸润性膀胱癌的最小残留病灶(MRD)检测,计划2026年上半年推出 [41][42] - 公司正在优化和精简其他业务线的投资,以集中资源于三大增长引擎 [32][33] 管理层对经营环境和未来前景的评论 - 公司对Decipher Prostate和Afirma的长期增长前景充满信心 [24][31] - 更新NCCN指南将成为Decipher Prostate增长的重要催化剂 [25][26][27] - 预计今年晚些时候或明年初,Medicare将为转移性前列腺癌患者发布局部覆盖决定 [28][29] - 公司对Percepta Nasal Swab的市场潜力仍然充满信心,但由于临床试验招募进度低于预期 [38][39][40] - 公司对C2i Genomics的MRD技术及其在多个适应症的应用前景充满信心 [41][42][43] 其他重要信息 - 公司第一季度非GAAP毛利率为68%,同比下降约70个基点 [50] - 非GAAP经营费用同比增长6%至6160万美元 [53] - 公司预计2024年全年收入为4.02-4.10亿美元,较之前指引上调 [55] - 公司预计2024年底现金及等价物为2.36-2.40亿美元 [55] 问答环节重要的提问和回答 问题1 **Andrew Brackmann 提问** Decipher Prostate的增长主要来自于市场渗透还是市场份额提升? [59] **Marc Stapley 和 Rebecca Chambers 回答** - Decipher Prostate的增长来自于市场渗透、市场份额提升以及前列腺癌发病率上升等多方面因素 [60][61][62] - 公司将每年更新Decipher Prostate的市场渗透假设 [62] 问题2 **Sung Ji Nam 提问** 公司在肌肉浸润性膀胱癌MRD检测的开发策略是什么? [72] **Marc Stapley 和 Rebecca Chambers 回答** - 公司将首先针对肌肉浸润性膀胱癌推出MRD检测,并利用现有的医疗政策覆盖进行快速上市和获得报销 [73][74] - 公司将利用C2i Genomics的全基因组测序技术优势,积累大量临床数据,以此获得商业优势 [74][75] - 公司未来还计划将MRD平台拓展到其他适应症 [75] 问题3 **Tejas Savant 提问** 公司未来在数据变现方面的策略是什么? [99] **Marc Stapley 回答** - 公司的数据主要用于支持检测业务的发展,包括指引的制定、临床证据的积累等 [100][101] - 公司也会利用数据获取生物制药公司的合作项目,但这不是公司的主要收入来源 [101][102]

Q1 2024 Business and Financial Presentation May 7, 2024 © Veracyte, Inc. All rights reserved. © Verac ...

Exhibit 99.1 Veracyte Announces First Quarter 2024 Financial Results Grew total revenue to $96.8 million, an increase of 17% Grew testing revenue by 25% Conference call and webcast today at 4:30 p.m. ET SOUTH SAN FRANCISCO, Calif., May 7, 2024 --- Veracyte, Inc. (Nasdaq: VCYT) today announced financial results for the first quarter ended March 31, 2024. “We had a strong start to 2024, driven by robust growth from our market-leading Decipher Prostate and Afirma tests. We executed upon our strategies to furth ...

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 fiscal year ended December 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 001-36156 VERACYTE, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 20-5455398 (State or Other Jurisdiction of (I.R. ...

Veracyte, Inc. (NASDAQ:VCYT) Q4 2023 Earnings Conference Call February 22, 2024 4:30 PM ET Company Participants Shayla Gorman - Senior Director of Investor Relations Marc Stapley - Chief Executive Officer Rebecca Chambers - Chief Financial Officer Conference Call Participants Sung Ji Nam - Scotiabank Dustin Scaringe - William Blair Matt Sykes - Goldman Sachs Puneet Souda - Leerink Partners Operator Good day, and thank you for standing by. Welcome to the Veracyte Fourth Quarter and Full Year 2023 Financial R ...

Q4 2023 Business and Financial Presentation February 22, 2024 © Verac ...

Table of Contents 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 001-36156 VERACYTE, INC. (Exact name of registrant as specified in its charter) Delaware 20-5455398 (State or ...

Table of Contents 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 001-36156 VERACYTE, INC. (Exact name of registrant as specified in its charter) Delaware 20-5455398 (State or other ...

Table of Contents 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 001-36156 VERACYTE, INC. (Exact name of registrant as specified in its charter) Delaware 20-5455398 (State or othe ...