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Earnings Call Summary | Bionano Genomics(BNGO.US) Q2 2024 Earnings Conference

Earnings Call Summary | Bionano Genomics(BNGO.US) Q2 2024 Earnings Conference

業績會總結 | bionano genomics(BNGO.US) 2024年Q2業績會
moomoo AI ·  08/07 19:47  · 電話會議

The following is a summary of the Bionano Genomics, Inc. (BNGO) Q2 2024 Earnings Call Transcript:

以下是Bionano Genomics, Inc.(BNGO)2024年第二季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Bionano Genomics reported Q2 2024 revenue of $7.8 million, a 10% year-over-year decrease.

  • GAAP gross margin improved to 33% from 27% in Q2 2023, and non-GAAP gross margin increased to 35% from 29%.

  • GAAP operating expense decreased by 53% to $19.6 million, and non-GAAP operating expense was reduced by 46% to $18.8 million.

  • Bionano Genomics報告稱,2024年第二季度收入爲780萬美元,同比下降10%。

  • 公認會計准則毛利率從2023年第二季度的27%提高到33%,非公認會計准則毛利率從29%提高到35%。

  • GAAP運營支出下降了53%,至1,960萬美元,非公認會計准則運營支出減少了46%,至1,880萬美元。

Business Progress:

業務進展:

  • Achieved a 29% growth in OGM installed base with 363 systems as of Q2 2024.

  • Entered into a Software Marketing Agreement with Revvity for the commercialization of Bionano's VIA software as part of its Newborn Sequencing Research workflow.

  • Released major software advancements for enhanced cancer analysis, improving data visualization and interpretation.

  • Saw an increase in academic publications, growing by 37% compared to H1 2023, supporting broad research use and clinical validity of OGM technologies.

  • 截至2024年第二季度,OgM的安裝量增長了29%,共有363套系統。

  • 與Revvity簽訂了軟件營銷協議,將Bionano的VIA軟件商業化,這是其新生兒測序研究工作流程的一部分。

  • 發佈了用於增強癌症分析、改善數據可視化和解釋的重大軟件進展。

  • 學術出版物有所增加,與 2023 年上半年相比增長了 37%,支持了 oGM 技術的廣泛研究用途和臨床有效性。

Opportunities:

機會:

  • The acceptance of OGM for a Category 1 CPT code by the AMA, which is expected to significantly enhance the adoption and utilization rates as it enables labs to obtain reimbursements for using OGM in clinical testing.

  • AMA接受了OgM的1類CPT代碼,預計這將顯著提高採用率和利用率,因爲它使實驗室能夠獲得在臨床測試中使用OgM的報銷。

Risks:

風險:

  • The underperformance in China due to delays in approval from the National Medical Products Administration, which may affect Saphyr systems' sales and adoption.

  • Further reduction in operational costs and staffing levels which might impact commercial execution and growth.

  • 由於國家藥品監督管理局延遲批准,中國的表現不佳,這可能會影響Saphyr系統的銷售和採用。

  • 進一步降低運營成本和人員配備水平,這可能會影響商業執行和增長。

More details: Bionano Genomics IR

更多詳情:Bionano Genomics 投資者關係

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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