<p>最近的萬基遺傳財報電話會議描繪了公司當前狀況和未來前景的複雜圖景。儘管公司展示了強大的運營效率和有前景的戰略舉措，但這些都受到當前收入下降和特定領域挑戰的影響，特別是產前檢測。儘管面臨這些困難，公司對未來的增長潛力仍持樂觀態度。</p>
<h2>關鍵領域的強勁增長</h2>
<p>萬基遺傳在關鍵領域報告了顯著的增長，其中腫瘤學的 MyRisk 同比增長了 16%，而未受影響的 MyRisk 增長了 11%。此外，GeneSight 的檢測量增長了 8%，較 2025 年上半年有所加速。這些數據突顯了公司在這些關鍵領域擴展影響力和有效性的成功。</p>
<h2>高調整毛利率</h2>
<p>公司在第三季度實現了令人印象深刻的 70.1% 的調整毛利率，突顯了其運營效率和有利的檢測組合。這一高毛利率反映了萬基遺傳在有效管理成本的同時，保持強大產品供應的能力。</p>
<h2>戰略合作伙伴關係和產品發佈</h2>
<p>萬基遺傳正在通過戰略合作伙伴關係和產品創新積極追求增長。公司已與 SOPHiA GENETICS 達成合作，並準備在 2026 年推出更新版的 MyRisk 檢測和新的 Prolaris 前列腺癌檢測。這些舉措預計將推動未來的增長，並增強公司的競爭地位。</p>
<h2>積極的調整後 EBITDA 和自由現金流</h2>
<p>公司報告的調整後 EBITDA 為 1030 萬美元，調整後自由現金流為 1860 萬美元，展示了其盈利能力和現金生成能力。這些財務指標突顯了公司強大的運營表現及其持續財務健康的潛力。</p>
<h2>重申 2025 年財務指引</h2>
<p>萬基遺傳重申了 2025 年的全年收入指引，預計年收入在 8.18 億至 8.28 億美元之間。公司還維持了 69.5% 至 70% 的毛利率範圍和 2700 萬至 3300 萬美元的調整後 EBITDA 指引。這一重申表明公司對其戰略方向和財務前景的信心。</p>
<h2>收入下降</h2>
<p>儘管有積極的發展，萬基遺傳在第三季度面臨了 4% 的同比收入下降，總額為 2.057 億美元。這一下降主要歸因於與去年相比的挑戰性比較以及 UnitedHealthcare 對 GeneSight 覆蓋政策變化的影響。</p>
<h2>每次檢測平均收入下降</h2>
<p>每次檢測的平均收入同比下降了 7%，受到付款方組合變化和 UnitedHealthcare 政策變化的影響。這一下降給公司維持收入增長帶來了挑戰。</p>
<h2>產前檢測的挑戰</h2>
<p>傳統產前產品的檢測量同比持平，表明該領域面臨持續挑戰。儘管與前幾個季度相比有所改善，但公司在實現產前檢測顯著增長方面仍面臨困難。</p>
<h2>前瞻性指引</h2>
<p>展望未來，萬基遺傳專注於保持盈利能力並通過其癌症護理連續體戰略推動增長。公司報告的檢測量增長了 3%，其中 MyRisk 腫瘤學和 GeneSight 的檢測量顯著增長。運營費用同比減少了 100 萬美元，展示了對成本管理的嚴格控制。公司仍致力於其 2025 年的財務指引，並繼續投資於戰略舉措以支持未來增長。</p>
<p>總之，萬基遺傳的財報電話會議突顯了其當前挑戰和未來機遇的平衡視角。儘管收入下降和產前檢測的挑戰構成障礙，但公司強大的運營效率、戰略合作伙伴關係和重申的財務指引為樂觀提供了基礎。投資者和利益相關者將密切關注公司在未來幾個季度如何應對這些動態。</p>

萬基遺傳

<p>萬基遺傳最近的財報電話會議透露了其業績的混合信號。公司報告總收入下降 4%，至 2.057 億美元，主要由於產前檢測面臨挑戰和覆蓋政策的變化。然而，它實現了強勁的調整後毛利率，達到 70.1%，並在 MyRisk 和 GeneSight 等關鍵領域實現了顯著的銷量增長。萬基遺傳重申了其 2025 年的收入指引為 8.18 億至 8.28 億美元，並計劃通過戰略合作伙伴關係和產品發佈來增強增長。儘管面臨當前挑戰，公司對未來前景仍持樂觀態度</p>

<p>The recent earnings call for Myriad Genetics painted a mixed picture of the company’s current standing and future prospects. While the company showcased strong operational efficiencies and promising strategic initiatives, these were tempered by current revenue declines and challenges in specific segments, particularly prenatal testing. Despite these hurdles, the company remains optimistic about its future growth potential.</p>
<div class="lb-trans"><p>最近的萬基遺傳財報電話會議描繪了公司當前狀況和未來前景的複雜圖景。儘管公司展示了強大的運營效率和有前景的戰略舉措，但這些都受到當前收入下降和特定領域挑戰的影響，特別是產前檢測。儘管面臨這些困難，公司對未來的增長潛力仍持樂觀態度。</p>
</div><h2>Strong Volume Growth in Key Segments</h2>
<div class="lb-trans"><h2>關鍵領域的強勁增長</h2>
</div><p>Myriad Genetics reported notable volume growth in key segments, with MyRisk in oncology experiencing a 16% year-over-year increase and MyRisk for unaffected growing by 11%. Additionally, GeneSight volume rose by 8%, marking an acceleration from the first half of 2025. These figures highlight the company’s success in expanding its reach and effectiveness in these critical areas.</p>
<div class="lb-trans"><p>萬基遺傳在關鍵領域報告了顯著的增長，其中腫瘤學的 MyRisk 同比增長了 16%，而未受影響的 MyRisk 增長了 11%。此外，GeneSight 的檢測量增長了 8%，較 2025 年上半年有所加速。這些數據突顯了公司在這些關鍵領域擴展影響力和有效性的成功。</p>
</div><h2>High Adjusted Gross Margin</h2>
<div class="lb-trans"><h2>高調整毛利率</h2>
</div><p>The company achieved an impressive adjusted gross margin of 70.1% in the third quarter, underscoring its operational efficiency and a favorable test mix. This high margin reflects Myriad Genetics’ ability to manage costs effectively while maintaining a strong product offering.</p>
<div class="lb-trans"><p>公司在第三季度實現了令人印象深刻的 70.1% 的調整毛利率，突顯了其運營效率和有利的檢測組合。這一高毛利率反映了萬基遺傳在有效管理成本的同時，保持強大產品供應的能力。</p>
</div><h2>Strategic Partnerships and Product Launches</h2>
<div class="lb-trans"><h2>戰略合作伙伴關係和產品發佈</h2>
</div><p>Myriad Genetics is actively pursuing growth through strategic partnerships and product innovations. The company has entered into a collaboration with SOPHiA GENETICS and is preparing to launch an updated MyRisk test and a new Prolaris prostate cancer test in 2026. These initiatives are expected to drive future growth and enhance the company’s competitive position.</p>
<div class="lb-trans"><p>萬基遺傳正在通過戰略合作伙伴關係和產品創新積極追求增長。公司已與 SOPHiA GENETICS 達成合作，並準備在 2026 年推出更新版的 MyRisk 檢測和新的 Prolaris 前列腺癌檢測。這些舉措預計將推動未來的增長，並增強公司的競爭地位。</p>
</div><h2>Positive Adjusted EBITDA and Free Cash Flow</h2>
<div class="lb-trans"><h2>積極的調整後 EBITDA 和自由現金流</h2>
</div><p>The company reported an adjusted EBITDA of $10.3 million and adjusted free cash flow of $18.6 million, showcasing its profitability and ability to generate cash. These financial metrics highlight the company’s strong operational performance and its potential for sustained financial health.</p>
<div class="lb-trans"><p>公司報告的調整後 EBITDA 為 1030 萬美元，調整後自由現金流為 1860 萬美元，展示了其盈利能力和現金生成能力。這些財務指標突顯了公司強大的運營表現及其持續財務健康的潛力。</p>
</div><h2>Reaffirmation of 2025 Financial Guidance</h2>
<div class="lb-trans"><h2>重申 2025 年財務指引</h2>
</div><p>Myriad Genetics reaffirmed its full-year revenue guidance for 2025, projecting annual revenue between $818 million and $828 million. The company also maintained its gross margin range of 69.5% to 70% and adjusted EBITDA guidance of $27 million to $33 million. This reaffirmation signals confidence in its strategic direction and financial outlook.</p>
<div class="lb-trans"><p>萬基遺傳重申了 2025 年的全年收入指引，預計年收入在 8.18 億至 8.28 億美元之間。公司還維持了 69.5% 至 70% 的毛利率範圍和 2700 萬至 3300 萬美元的調整後 EBITDA 指引。這一重申表明公司對其戰略方向和財務前景的信心。</p>
</div><h2>Revenue Decline</h2>
<div class="lb-trans"><h2>收入下降</h2>
</div><p>Despite the positive developments, Myriad Genetics faced a 4% year-over-year decline in total revenue for the third quarter, amounting to $205.7 million. This decline was primarily attributed to a challenging comparison with the previous year and the impact of UnitedHealthcare’s policy change on GeneSight coverage.</p>
<div class="lb-trans"><p>儘管有積極的發展，萬基遺傳在第三季度面臨了 4% 的同比收入下降，總額為 2.057 億美元。這一下降主要歸因於與去年相比的挑戰性比較以及 UnitedHealthcare 對 GeneSight 覆蓋政策變化的影響。</p>
</div><h2>Average Revenue Per Test Decrease</h2>
<div class="lb-trans"><h2>每次檢測平均收入下降</h2>
</div><p>The average revenue per test decreased by 7% year-over-year, influenced by shifts in payer mix and the policy change by UnitedHealthcare. This decrease presents a challenge that the company needs to address to maintain its revenue growth.</p>
<div class="lb-trans"><p>每次檢測的平均收入同比下降了 7%，受到付款方組合變化和 UnitedHealthcare 政策變化的影響。這一下降給公司維持收入增長帶來了挑戰。</p>
</div><h2>Challenges with Prenatal Testing</h2>
<div class="lb-trans"><h2>產前檢測的挑戰</h2>
</div><p>The volume growth for legacy prenatal products remained flat year-over-year, indicating ongoing challenges in this segment. Although there were some improvements from previous quarters, the company continues to face hurdles in achieving significant growth in prenatal testing.</p>
<div class="lb-trans"><p>傳統產前產品的檢測量同比持平，表明該領域面臨持續挑戰。儘管與前幾個季度相比有所改善，但公司在實現產前檢測顯著增長方面仍面臨困難。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指引</h2>
</div><p>Looking ahead, Myriad Genetics is focused on maintaining profitability and driving growth through its cancer care continuum strategy. The company reported a 3% increase in testing volumes, with significant growth in MyRisk oncology and GeneSight volumes. Operating expenses were reduced by $1 million year-over-year, demonstrating a disciplined approach to cost management. The company remains committed to its 2025 financial guidance and continues to invest in strategic initiatives to support future growth.</p>
<div class="lb-trans"><p>展望未來，萬基遺傳專注於保持盈利能力並通過其癌症護理連續體戰略推動增長。公司報告的檢測量增長了 3%，其中 MyRisk 腫瘤學和 GeneSight 的檢測量顯著增長。運營費用同比減少了 100 萬美元，展示了對成本管理的嚴格控制。公司仍致力於其 2025 年的財務指引，並繼續投資於戰略舉措以支持未來增長。</p>
</div><p>In conclusion, Myriad Genetics’ earnings call highlighted a balanced view of its current challenges and future opportunities. While revenue declines and challenges in prenatal testing pose hurdles, the company’s strong operational efficiencies, strategic partnerships, and reaffirmed financial guidance provide a foundation for optimism. Investors and stakeholders will be keenly watching how the company navigates these dynamics in the coming quarters.</p>
<div class="lb-trans"><p>總之，萬基遺傳的財報電話會議突顯了其當前挑戰和未來機遇的平衡視角。儘管收入下降和產前檢測的挑戰構成障礙，但公司強大的運營效率、戰略合作伙伴關係和重申的財務指引為樂觀提供了基礎。投資者和利益相關者將密切關注公司在未來幾個季度如何應對這些動態。</p>
</div>

萬基遺傳的財報電話會議：信號複雜及未來展望