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What were the key takeaways from Sophia Genetics’s earnings call?

- **Revenue Acceleration**: Q3 23% YoY growth ($19.5M) with 2025 guidance raised to $75-$77M (15%-18% growth). 31 new customers signed in Q3, 94 total YTD.
- **MSK-ACCESS Surge**: 60+ liquid biopsy customers, 2,000+ Q3 analyses. CDx partnerships with Myriad (U.S.) and A.D.A.M. (Japan) to expand globally.
- **Gross Margin Resilience**: 73.1% adjusted gross margin despite 40% data volume growth, driven by cloud cost optimization.
- **Biopharma Recovery**: AstraZeneca deals drive pharma revenue recovery. 2026 pipeline strong with top 20 pharma engagement.
- **Pipeline Strength**: Q3 bookings double 2024 levels, $1M+ opportunities expanding. Average contract value up 180% YoY.

**【CEO Summary Section】**
- **Revenue Growth**: Q3 2025 revenue grew 23% YoY to $19.5 million, driven by new customer signings and expanding applications. Full-year guidance raised to $75-$77 million (15%-18% YoY growth).
- **Customer Expansion**: Signed 31 new customers in Q3, bringing 2025 total to 94 (vs. 92 in 2024). Notable wins include Geisinger Health System, Baylor Scott & White, and Thermo Fisher.
- **MSK-ACCESS Momentum**: Over 60 liquid biopsy customers signed, with 2,000+ analyses in Q3. Partnerships with Myriad Genetics (U.S.) and A.D.A.M. Innovations (Japan) to develop CDx assays.
- **Gross Margin Strength**: Adjusted gross margin held steady at 73.1% despite 40% YoY data volume growth, driven by cloud optimization.
- **Pipeline Strength**: Q3 bookings more than double 2024 levels, with $1M+ opportunities expanding. Average contract value up 180% YoY.

**【CFO Financial Commentary】**
- **Revenue Performance**: Q3 revenue $19.5M (23% YoY), with 9% YoY analysis volume growth to 99,000 patients.
- **Cost Control**: Operating expenses $30.8M (+19% YoY), impacted by $1.3M Swiss social charges and $600K legal costs. Excluding these, OpEx grew 1%.
- **EBITDA**: Adjusted EBITDA loss $10.2M (8% YoY increase), but improved 13% excluding social charges. On track for breakeven by end-2026.
- **Cash Position**: $81.6M cash as of Q3, with $13.1M cash burn (36.5% YoY increase) due to ATM investments and vendor payments.

**【Q&A Highlights】**
- **MSK-ACCESS Adoption**: 60+ customers signed, with ~20% in routine use. Q4 and 2026 growth expected as implementations ramp.
- **Biopharma Recovery**: AstraZeneca partnerships (breast cancer, P10 pathway) driving pharma revenue recovery. 2026 pipeline strong with top 20 pharma engagement.
- **Customer Backlog**: Record Q3 implementations (15 new, 31 expands). Backlog remains at highest levels, with Q4 and 2026 visibility.
- **Japan Expansion**: A.D.A.M. Innovations implementing full SOPHiA suite, with biopharma CDx collaboration.
- **2026 Outlook**: CEO confident in continued acceleration, citing strong bookings (+100% YoY), expanding applications, and biopharma recovery.

SOPHiA GENETICS SA (SOPH) Q3 2025 Earnings Call Transcript

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