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Exact Sciences (EXAS) investor relations material

Exact Sciences Baird Global Healthcare Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Baird Global Healthcare Conference 2025 summary9 Sep, 2025

Strategic vision and leadership

  • Focused on eradicating cancer through early detection, prevention, and personalized treatment, leveraging robust science and a trusted brand.

  • Executive leadership, including CEO, CFO, and Chief Growth Officer, guides strategy and execution.

Market positioning and value drivers

  • Accessing large, fast-growing, underpenetrated markets with unique science and a differentiated digital platform.

  • Cologuard has achieved over 90% brand awareness, now surpassing colonoscopy in unaided recall for colon cancer screening.

  • The company’s digital ecosystem connects payers, providers, and patients, reducing friction in screening and supporting a recurring business model.

  • Over 20 million patients impacted, with high customer satisfaction and recurring testing.

Commercial execution and growth drivers

  • Sales force productivity improved by 20% after returning to territory-based accountability and adding AI-driven route optimization.

  • Approximately 1,000 sales reps and 1.5 million annual provider touchpoints, with over 800 new first-time ordering healthcare providers added weekly.

  • Care Gap programs with payers and health systems have tripled kit return rates and offer three years of quality credit, driving explosive growth.

  • Over 10 billion annual direct-to-consumer marketing impressions accelerate adoption and enable rapid, cost-effective product launches.

  • Rescreening is a key growth driver, with 2 million patients due for rescreening this year and 2.6 million next year, fueling recurring revenue.

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Q3 20253 Nov, 2025
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Frequently asked questions

Exact Sciences Corporation provides cancer screening and diagnostic test products in the United States. The company operates through its three business segments: Colorectal Cancer Screening, Breast Cancer Detection, and ColoPath Products. It offers Cologuard, a diagnostic colon test for preventing colorectal cancer;Virtual Colonoscopy, a colorectal cancer screening test that uses 5-10 minutes of transmission of images of the digestive tract to provide virtual visualization of intestines; Cologuard GI, which offers Cologuard to patients at a subsidized price; and Fecal DNA Test that is designed to screen patients at high risk for hereditary nonpolyposis colorectal cancers (Lynch syndrome) or people who are not candidates for Virtual Colonoscopy. Exact Sciences Corporation is based in Madison, Wisconsin.

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