<p>CareDx（纳斯达克代码：CDNA）高管在杰弗里医疗会议上概述了公司的增长战略、第一季度业绩和产品管道优先事项，强调了移植诊断、专业肿瘤学和数字工作流程整合。</p>
<p>CareDx 首席执行官约翰·汉娜（John Hanna）表示，公司专注于其认为能够保持领先地位的市场，特别是涉及高成本疾病、集中专业提供者和重复检测的领域。他提到 CareDx 目前约有 750 名员工，其中大约 200 名专注于客户和患者，110 名科学家和研究人员，以及约 80 名软件程序员。</p>
<p>汉娜表示，CareDx 在移植市场上已有 25 年的创新历史，目前为美国 200 多个实体器官移植项目提供服务。他提到公司已进行超过 100 万次分子检测以监测器官排斥反应，70% 的移植中心使用至少一种其数字解决方案。CareDx 去年还为移植患者开具了超过 200,000 个处方，主要与免疫治疗和其他产品相关。</p>
<h2>第一季度增长与更新指引</h2>
<p>CareDx 报告第一季度同比增长 39% 的收入，检测服务量增长 17%。汉娜表示，调整后的息税折旧摊销前利润（EBITDA）为 1890 万美元，公司在该季度末现金及现金等价物约为 1.89 亿美元，且没有债务。</p>
<p>按部门划分，汉娜表示检测服务收入同比增长 48%，患者和数字服务收入增长 33%，实验室产品收入下降 4%。他将实验室产品的下降主要归因于库存订单提前到第四季度。</p>
<p>在季度结束后，CareDx 更新了全年的展望：</p>
<ul>
<li>收入为 4.47 亿至 4.65 亿美元</li>
<li>调整后的 EBITDA 为 4300 万至 5700 万美元</li>
<li>检测服务量为 224,000 至 229,000 次检测</li>
<li>每季度非公认会计原则（Non-GAAP）毛利率为 68% 至 71%</li>
<li>每季度非公认会计原则（Non-GAAP）运营费用为 6800 万至 7000 万美元</li>
</ul>
<p>CareDx 首席财务官兼首席运营官基思·肯尼迪（Keith Kennedy）表示，近期的增长得益于报销和收入周期管理的改善。他还指出临床证据，包括公司的 SHORE 和 KOAR 出版物，促进了移植中心的采用和量的增长。</p>
<p>肯尼迪表示，公司利润率受益于规模和长期协议，包括与 Illumina 的关系。他表示，CareDx 相信其利润率在 “70% 范围内” 是稳定的。</p>
<h2>数字工作流程整合</h2>
<p>CareDx 高管还强调了数字工具在支持采用中的作用。肯尼迪讨论了公司的 VANTx 人工智能驱动的分析平台，表示它帮助医生和患者理解人口管理。他表示，CareDx 还在转型内部系统，以便公司领导能够实时获取运营信息。</p>
<p>肯尼迪表示，CareDx 与 Epic 合作，支持移植中心的订单和工作流程整合。他表示，目标是通过 Epic 界面为医生提供更便捷的订单、使用和访问 CareDx 检测。</p>
<h2>Naveris 收购扩展肿瘤学焦点</h2>
<p>汉娜讨论了 CareDx 收购 Naveris 的情况，他将其描述为针对病毒介导癌症的领先实体肿瘤微小残留病（MRD）平台。他表示，该业务符合 CareDx 的战略，因为它有报销、快速增长，并专注于肿瘤未接触 MRD 检测，包括头颈癌、肛门癌和妇科恶性肿瘤。</p>
<p>根据汉娜的说法，Naveris 已进行超过 130,000 次检测，并在头颈癌和肛门癌方面获得了医疗保险覆盖。他表示，公司在美国约有 100 名员工，医疗保险报销率为 1,800 美元，覆盖约 1 亿人群。汉娜表示，Naveris 在 2025 年产生了约 3400 万美元的收入，CareDx 预计该业务在未来三年将实现 30% 至 40% 的同比增长。</p>
<p>汉娜表示，Naveris 检测对 HPV 阳性头颈癌的阳性预测值和阴性预测值均超过 95%，已发表文献显示检测复发的提前时间约为四个月。他表示，该技术受五项与病毒介导癌症相关的专有检测方法的专利保护。</p>
<p>汉娜表示，CareDx 计划利用其商业基础设施、市场营销组织、患者参与资源、移动抽血网络和 Epic 整合工作来帮助加速 Naveris 的采用。他表示，CareDx 可以将 Naveris 订单集成到其 Epic Aura 实例中，以支持通过 Epic 界面进行订单。</p>
<p>肯尼迪表示，公司预计 Naveris 业务在 2026 年对 EBITDA 的影响为中性。他表示，整合优先事项包括支持 Naveris 员工、对齐商业战略、整合会计和网络安全功能，并继续不间断地运营实验室。</p>
<h2>产品管道优先事项：AlloHeme、肝脏和肾脏</h2>
<p>汉娜表示，CareDx 的关键产品管道计划包括针对血液肿瘤学的 AlloHeme、针对实体器官移植的 AlloSure Liver 和 HistoMap Kidney，这是一种基于组织的产品，旨在补充公司的血液基础 AlloSure 检测。</p>
<p>汉娜将 AlloHeme 描述为公司最重要的产品管道优先事项。该检测旨在用于 AML 和 MDS 患者在造血干细胞移植后的复发监测，汉娜表示这一领域目前没有现有的 MRD 解决方案。他表示，CareDx 在 2026 年的目标是发布 ACROBAT 试验的手稿，完成分析验证工作，申请纽约州批准并寻求覆盖，预计在 2027 年初进行更有意义的商业努力。他表示，覆盖可能在 2028 年到来。</p>
<p>对于 AlloSure Liver，Hanna 表示公司仍在完成临床验证试验，并未提供商业化时间表。他表示 CareDx 预计将在今年晚些时候分享更多信息，以确定合适的适应症和使用案例。</p>
<p>Hanna 还强调了 HistoMap Kidney，称公司在该产品上进行了大量投资，并且有一篇手稿正在出版，另一篇即将发布。他表示，该测试旨在在肾活检结果不明确时提供基于基因表达的亚型分类。</p>
<p>随着 Naveris 的加入，Hanna 表示 CareDx 现在拥有一个涵盖实体器官移植、专业肿瘤学、血液学和细胞治疗监测的多适应症产品组合。他表示，此次收购将公司的总可寻址市场扩大至 125 亿美元，涵盖实体器官移植、数字和患者解决方案、细胞治疗和血液学以及病毒介导的癌症。</p>
<h2>关于 CareDx NASDAQ: CDNA</h2>
<p>CareDx, Inc NASDAQ: CDNA 是一家专注于移植患者护理的精准诊断公司。该公司开发和商业化非侵入性测试，旨在检测器官移植排斥和感染风险，帮助医生在移植后的管理过程中做出明智的决策。</p>
<p>公司的核心产品组合包括 AlloMap®，一种用于心脏移植受者的基因表达分析测试，以及 AlloSure®，一种主要用于肾脏移植监测的供体衍生游离 DNA 检测。</p>
<p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com。</em></p>
<h2>你现在应该投资 1,000 美元在 CareDx 吗？</h2>
<p>在考虑 CareDx 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前立即购买……而 CareDx 并不在名单上。</p>
<p>虽然 CareDx 目前在分析师中获得了持有评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

CDNA

<p>CareDx 报告第一季度收入增长 39%，并更新了全年指引，称测试服务表现强劲。公司强调收购 Naveris 以扩展到肿瘤学 MRD 检测，利用其与 Epic 的数字工作流程集成。高管在 Jefferies Healthcare Conference 的演讲中强调了稳定的利润率、强大的现金储备以及在移植诊断和特种肿瘤学方面的战略管道发展</p>

<p>CareDx NASDAQ: CDNA executives outlined the company’s growth strategy, first-quarter performance and pipeline priorities during a presentation at the Jefferies Healthcare Conference, emphasizing transplant diagnostics, specialty oncology and digital workflow integration.</p>
<div class="lb-trans"><p>CareDx（纳斯达克代码：CDNA）高管在杰弗里医疗会议上概述了公司的增长战略、第一季度业绩和产品管道优先事项，强调了移植诊断、专业肿瘤学和数字工作流程整合。</p>
</div><p>John Hanna, chief executive officer of CareDx, said the company is focused on markets where it believes it can hold leading positions, particularly areas involving high-cost diseases, concentrated specialist providers and repeat testing. He said CareDx has about 750 employees, including roughly 200 focused on customers and patients, 110 scientists and researchers and about 80 software programmers.</p>
<div class="lb-trans"><p>CareDx 首席执行官约翰·汉娜（John Hanna）表示，公司专注于其认为能够保持领先地位的市场，特别是涉及高成本疾病、集中专业提供者和重复检测的领域。他提到 CareDx 目前约有 750 名员工，其中大约 200 名专注于客户和患者，110 名科学家和研究人员，以及约 80 名软件程序员。</p>
</div><p>Hanna said CareDx has spent 25 years bringing innovations to the transplant market and currently serves more than 200 solid organ transplant programs in the U.S. He said the company has performed more than 1 million molecular tests to monitor for organ rejection, while 70% of transplant centers use at least one of its digital solutions. CareDx also filled more than 200,000 prescriptions last year for transplant patients, primarily related to immunotherapy and other products.</p>
<div class="lb-trans"><p>汉娜表示，CareDx 在移植市场上已有 25 年的创新历史，目前为美国 200 多个实体器官移植项目提供服务。他提到公司已进行超过 100 万次分子检测以监测器官排斥反应，70% 的移植中心使用至少一种其数字解决方案。CareDx 去年还为移植患者开具了超过 200,000 个处方，主要与免疫治疗和其他产品相关。</p>
</div><h2>First-Quarter Growth and Updated Guidance</h2>
<div class="lb-trans"><h2>第一季度增长与更新指引</h2>
</div><p>CareDx reported 39% year-over-year revenue growth in the first quarter, with Testing Services volume up 17%. Hanna said adjusted EBITDA was $18.9 million for the quarter, and the company ended the period with approximately $189 million in cash and cash equivalents and no debt.</p>
<div class="lb-trans"><p>CareDx 报告第一季度同比增长 39% 的收入，检测服务量增长 17%。汉娜表示，调整后的息税折旧摊销前利润（EBITDA）为 1890 万美元，公司在该季度末现金及现金等价物约为 1.89 亿美元，且没有债务。</p>
</div><p>By segment, Hanna said Testing Services revenue grew 48% year-over-year, Patient and Digital Services revenue increased 33%, and Lab Products revenue declined 4%. He attributed the Lab Products decline mainly to stocking orders pulled forward into the fourth quarter.</p>
<div class="lb-trans"><p>按部门划分，汉娜表示检测服务收入同比增长 48%，患者和数字服务收入增长 33%，实验室产品收入下降 4%。他将实验室产品的下降主要归因于库存订单提前到第四季度。</p>
</div><p>Following the quarter, CareDx updated its full-year outlook to:</p>
<div class="lb-trans"><p>在季度结束后，CareDx 更新了全年的展望：</p>
</div><ul>
<li>Revenue of $447 million to $465 million</li>
<li>Adjusted EBITDA of $43 million to $57 million</li>
<li>Testing Services volume of 224,000 to 229,000 tests</li>
<li>Non-GAAP gross margin of 68% to 71% per quarter</li>
<li>Non-GAAP operating expenses of $68 million to $70 million per quarter</li>
</ul>
<div class="lb-trans"><ul>
<li>收入为 4.47 亿至 4.65 亿美元</li>
<li>调整后的 EBITDA 为 4300 万至 5700 万美元</li>
<li>检测服务量为 224,000 至 229,000 次检测</li>
<li>每季度非公认会计原则（Non-GAAP）毛利率为 68% 至 71%</li>
<li>每季度非公认会计原则（Non-GAAP）运营费用为 6800 万至 7000 万美元</li>
</ul>
</div><p>Keith Kennedy, CareDx’s chief financial officer and chief operating officer, said recent growth has been supported by improvements in reimbursement and revenue cycle management. He also pointed to clinical evidence, including the company’s SHORE and KOAR publications, as contributing to adoption and volume growth in transplant centers.</p>
<div class="lb-trans"><p>CareDx 首席财务官兼首席运营官基思·肯尼迪（Keith Kennedy）表示，近期的增长得益于报销和收入周期管理的改善。他还指出临床证据，包括公司的 SHORE 和 KOAR 出版物，促进了移植中心的采用和量的增长。</p>
</div><p>Kennedy said the company’s margin profile benefits from scale and long-term agreements, including its relationship with Illumina. He said CareDx believes its margins are stable “in the 70% range.”</p>
<div class="lb-trans"><p>肯尼迪表示，公司利润率受益于规模和长期协议，包括与 Illumina 的关系。他表示，CareDx 相信其利润率在 “70% 范围内” 是稳定的。</p>
</div><h2>Digital Workflow Integration</h2>
<div class="lb-trans"><h2>数字工作流程整合</h2>
</div><p>CareDx executives also highlighted the role of digital tools in supporting adoption. Kennedy discussed the company’s VANTx AI-powered analytics platform, saying it helps physicians and patients understand population management. He said CareDx is also transforming internal systems so company leaders have real-time information to operate the business.</p>
<div class="lb-trans"><p>CareDx 高管还强调了数字工具在支持采用中的作用。肯尼迪讨论了公司的 VANTx 人工智能驱动的分析平台，表示它帮助医生和患者理解人口管理。他表示，CareDx 还在转型内部系统，以便公司领导能够实时获取运营信息。</p>
</div><p>Kennedy said CareDx worked with Epic to support ordering and workflow integration for transplant centers. He said the goal was to provide physicians with easier ordering, use and access to CareDx tests through the Epic interface.</p>
<div class="lb-trans"><p>肯尼迪表示，CareDx 与 Epic 合作，支持移植中心的订单和工作流程整合。他表示，目标是通过 Epic 界面为医生提供更便捷的订单、使用和访问 CareDx 检测。</p>
</div><h2>Naveris Acquisition Expands Oncology Focus</h2>
<div class="lb-trans"><h2>Naveris 收购扩展肿瘤学焦点</h2>
</div><p>Hanna discussed CareDx’s acquisition of Naveris, which he described as a leading solid tumor minimal residual disease platform for viral-mediated cancers. He said the business fits CareDx’s strategy because it is reimbursed, growing rapidly and focused on tumor-naive MRD testing for cancers including head and neck cancer, anal cancer and gynecologic malignancies.</p>
<div class="lb-trans"><p>汉娜讨论了 CareDx 收购 Naveris 的情况，他将其描述为针对病毒介导癌症的领先实体肿瘤微小残留病（MRD）平台。他表示，该业务符合 CareDx 的战略，因为它有报销、快速增长，并专注于肿瘤未接触 MRD 检测，包括头颈癌、肛门癌和妇科恶性肿瘤。</p>
</div><p>According to Hanna, Naveris has performed more than 130,000 tests and has Medicare coverage for MRD in head and neck and anal cancer. He said the company has about 100 employees in the U.S., an $1,800 Medicare reimbursement rate and approximately 100 million covered lives. Hanna said Naveris generated about $34 million in revenue in 2025 and that CareDx expects the business to grow 30% to 40% year-over-year for the next three years.</p>
<div class="lb-trans"><p>根据汉娜的说法，Naveris 已进行超过 130,000 次检测，并在头颈癌和肛门癌方面获得了医疗保险覆盖。他表示，公司在美国约有 100 名员工，医疗保险报销率为 1,800 美元，覆盖约 1 亿人群。汉娜表示，Naveris 在 2025 年产生了约 3400 万美元的收入，CareDx 预计该业务在未来三年将实现 30% 至 40% 的同比增长。</p>
</div><p>Hanna said the Naveris test has greater than 95% positive predictive value and negative predictive value for HPV-positive head and neck cancer, with published literature showing an approximately four-month lead time to detect recurrence. He said the technology is covered by five patents related to proprietary detection methods in viral-mediated cancers.</p>
<div class="lb-trans"><p>汉娜表示，Naveris 检测对 HPV 阳性头颈癌的阳性预测值和阴性预测值均超过 95%，已发表文献显示检测复发的提前时间约为四个月。他表示，该技术受五项与病毒介导癌症相关的专有检测方法的专利保护。</p>
</div><p>Hanna said CareDx plans to use its commercial infrastructure, marketing organization, patient engagement resources, mobile phlebotomy network and Epic integration work to help accelerate Naveris adoption. He said CareDx can add the Naveris order set into its Epic Aura instance to support ordering through Epic interfaces.</p>
<div class="lb-trans"><p>汉娜表示，CareDx 计划利用其商业基础设施、市场营销组织、患者参与资源、移动抽血网络和 Epic 整合工作来帮助加速 Naveris 的采用。他表示，CareDx 可以将 Naveris 订单集成到其 Epic Aura 实例中，以支持通过 Epic 界面进行订单。</p>
</div><p>Kennedy said the company expects the Naveris business to be neutral to EBITDA in 2026. He said integration priorities include supporting Naveris employees, aligning commercial strategy, integrating accounting and cybersecurity functions and continuing to operate the lab without interruption.</p>
<div class="lb-trans"><p>肯尼迪表示，公司预计 Naveris 业务在 2026 年对 EBITDA 的影响为中性。他表示，整合优先事项包括支持 Naveris 员工、对齐商业战略、整合会计和网络安全功能，并继续不间断地运营实验室。</p>
</div><h2>Pipeline Priorities: AlloHeme, Liver and Kidney</h2>
<div class="lb-trans"><h2>产品管道优先事项：AlloHeme、肝脏和肾脏</h2>
</div><p>Hanna said CareDx’s key pipeline initiatives include AlloHeme for hematologic oncology, AlloSure Liver for solid organ transplant and HistoMap Kidney, a tissue-based product intended to complement the company’s blood-based AlloSure assay.</p>
<div class="lb-trans"><p>汉娜表示，CareDx 的关键产品管道计划包括针对血液肿瘤学的 AlloHeme、针对实体器官移植的 AlloSure Liver 和 HistoMap Kidney，这是一种基于组织的产品，旨在补充公司的血液基础 AlloSure 检测。</p>
</div><p>Hanna described AlloHeme as the company’s top pipeline priority. The test is designed for AML and MDS patients after hematopoietic stem cell transplant, monitoring for relapse in a setting Hanna said is not served by existing MRD solutions. He said CareDx’s goal for 2026 is to publish the manuscript from the ACROBAT trial, complete analytical verification work, submit for New York State approval and seek coverage, with a more meaningful commercial effort expected in early 2027. He said coverage could likely come in 2028.</p>
<div class="lb-trans"><p>汉娜将 AlloHeme 描述为公司最重要的产品管道优先事项。该检测旨在用于 AML 和 MDS 患者在造血干细胞移植后的复发监测，汉娜表示这一领域目前没有现有的 MRD 解决方案。他表示，CareDx 在 2026 年的目标是发布 ACROBAT 试验的手稿，完成分析验证工作，申请纽约州批准并寻求覆盖，预计在 2027 年初进行更有意义的商业努力。他表示，覆盖可能在 2028 年到来。</p>
</div><p>For AlloSure Liver, Hanna said the company is still completing the clinical validation trial and has not provided a commercialization timeline. He said CareDx expects to share more later this year as it determines the right indication and use case.</p>
<div class="lb-trans"><p>对于 AlloSure Liver，Hanna 表示公司仍在完成临床验证试验，并未提供商业化时间表。他表示 CareDx 预计将在今年晚些时候分享更多信息，以确定合适的适应症和使用案例。</p>
</div><p>Hanna also highlighted HistoMap Kidney, saying the company has invested significantly in the product and has one manuscript in press, with another forthcoming. He said the test is intended to provide gene-expression-based subtyping after kidney biopsy when histology is inconclusive.</p>
<div class="lb-trans"><p>Hanna 还强调了 HistoMap Kidney，称公司在该产品上进行了大量投资，并且有一篇手稿正在出版，另一篇即将发布。他表示，该测试旨在在肾活检结果不明确时提供基于基因表达的亚型分类。</p>
</div><p>With Naveris added to its portfolio, Hanna said CareDx now has a multi-indication offering spanning solid organ transplantation, specialty oncology, hematology and cell therapy monitoring. He said the acquisition expands the company’s total addressable market to $12.5 billion across solid organ transplantation, digital and patient solutions, cell therapy and hematology, and viral-mediated cancers.</p>
<div class="lb-trans"><p>随着 Naveris 的加入，Hanna 表示 CareDx 现在拥有一个涵盖实体器官移植、专业肿瘤学、血液学和细胞治疗监测的多适应症产品组合。他表示，此次收购将公司的总可寻址市场扩大至 125 亿美元，涵盖实体器官移植、数字和患者解决方案、细胞治疗和血液学以及病毒介导的癌症。</p>
</div><h2>About CareDx NASDAQ: CDNA</h2>
<div class="lb-trans"><h2>关于 CareDx NASDAQ: CDNA</h2>
</div><p>CareDx, Inc NASDAQ: CDNA is a precision diagnostics company focused on the care of transplant patients. The firm develops and commercializes non‐invasive tests designed to detect organ transplant rejection and infection risk, helping physicians make informed management decisions throughout the post‐transplant journey.</p>
<div class="lb-trans"><p>CareDx, Inc NASDAQ: CDNA 是一家专注于移植患者护理的精准诊断公司。该公司开发和商业化非侵入性测试，旨在检测器官移植排斥和感染风险，帮助医生在移植后的管理过程中做出明智的决策。</p>
</div><p>The company's core product portfolio includes AlloMap®, a gene expression profiling test for heart transplant recipients, and AlloSure®, a donor‐derived cell‐free DNA assay used primarily in kidney transplant monitoring.</p>
<div class="lb-trans"><p>公司的核心产品组合包括 AlloMap®，一种用于心脏移植受者的基因表达分析测试，以及 AlloSure®，一种主要用于肾脏移植监测的供体衍生游离 DNA 检测。</p>
</div><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p>
<div class="lb-trans"><p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com。</em></p>
</div><h2>Should You Invest $1,000 in CareDx Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1,000 美元在 CareDx 吗？</h2>
</div><p>Before you consider CareDx, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 CareDx 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and CareDx wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前立即购买……而 CareDx 并不在名单上。</p>
</div><p>While CareDx currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 CareDx 目前在分析师中获得了持有评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

CareDx 在 Jefferies 会议上强调第一季度实现 39% 的增长，同时 Naveris 推动肿瘤学领域的发展