Why Is Exact Sciences Stock Trading Higher On Monday?
Why Is Exact Sciences Stock Trading Higher On Monday?
On Monday, the Centers for Medicare & Medicaid Services posted final payment determinations for its 2025 Clinical Laboratory Fee Schedule.
週一，醫療保險和醫療補助服務中心公佈了2025年臨床實驗室費用表的最終支付決定。
Included was a final decision related to CMS pricing for Exact Sciences Corp's (NASDAQ:EXAS) Cologuard Plus, a second-generation test that received FDA approval in October.
其中包括與康哲藥業對精密科學公司(NASDAQ:EXAS) 的Cologuard Plus定價相關的最終決定，該測試是獲得FDA批准的第二代檢測，批准時間爲十月。
William Blair writes that the determinations effectively raise reimbursement by 16% versus the current Medicare rate for the first-generation Cologuard test (to $592 for Cologuard Plus from $509 for Cologuard).
威廉·布萊爾表示，這些決定有效地提高了相較於當前醫療保險首代Cologuard測試的報銷率，增幅爲16%（Cologuard Plus 從509美元提高到592美元）。
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另請閱讀：聚焦結直腸癌診斷的精密科學股價因年度指引疲弱而暴跌，分析師認爲這是一個引人注目的長期入場點。
The determination reverses the September preliminary decision but aligns with a proposal made during the public comment period.
該決定推翻了九月份的初步決定，但與公衆評論期間提出的建議一致。
The analyst writes that reimbursement for Cologuard Plus will now be calculated based on two components: three times the fee for methylation analysis of Septin-9 ($192 x 3) and the fee for a FIT test ($15.92).
分析師寫道，Cologuard Plus的報銷將基於兩個元件計算：Septin-9的甲基化分析費用的三倍（192美元 x 3）和FIt測試的費用（15.92美元）。
This pricing adjustment is expected to take effect for Medicare volumes when the test officially launches in late first quarter or early second quarter of 2025. Medicare fee-for-service volumes should reflect the new pricing immediately upon launch, with Medicare Advantage following soon after.
預計這一定價調整將在測試於2025年第一季度末或第二季度初正式推出後生效。醫療保險按服務收費的卷宗應在推出時立即反映新定價，醫療保險優勢計劃隨後也會迅速跟進。
The company is also likely to renegotiate commercial contracts for higher pricing, which may gradually roll out over the coming quarters and years.
公司可能還會重新談判商業合同以獲取更高的定價，這可能會在接下來的季度和多年內逐步推出。
William Blair reiterates the Outperform rating on the stock.
William Blair重申對該股票的優於大盤評級。
The analyst highlights that the update is a positive outcome for the company, as it simplifies the process of implementing a price increase compared to the more complex advanced diagnostic laboratory test (ADLT) pathway.
分析師指出，這次更新對公司來說是一個積極結果，因爲相比於更復雜的愛文思控股診斷實驗室測試（ADLT）路徑，這簡化了實施價格上漲的過程。
From a financial perspective, this decision is expected to support a moderate pricing boost starting in 2025. Based on William Blair's estimates, this could add at least 300 basis points to Cologuard's growth rate next year, which is projected to be around 15% overall.
從財務角度來看，預計這一決定將支持在2025年開始進行溫和的價格提升。根據William Blair的估計，這可能使Cologuard的增長率在明年增加至少300個點子，預計整體增長率約爲15%。
Exact Sciences said it will present 10 abstracts demonstrating the breadth of its Precision Oncology portfolio at the 2024 annual San Antonio Breast Cancer Symposium scheduled next month.
精密科學表示，將在下月舉行的2024年聖安東尼奧乳腺癌年會上展示10篇摘要，展示其精準腫瘤學產品組合的廣度。
Price Action: EXAS stock is up 7.60% at $59.33 at last check Tuesday.
價格動態：EXAS股票在週二最後檢查時上漲了7.60%，達到了59.33美元。
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Illustration of Phrama lab worker created with MidJourney.
藥廠實驗室工作者插圖，由MidJourney創建。
