GeneDx
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GeneDx (WGS) investor relations material

GeneDx 44th Annual J.P. Morgan Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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44th Annual J.P. Morgan Healthcare Conference summary14 Jan, 2026

2025 performance and growth outlook

  • Achieved over 30% growth in volume and revenue, reaching $427 million in 2025, with exome/genome revenue up 54% and volumes up 30.5% year-over-year.

  • Adjusted gross margin for 2025 was 30.5%, with positive adjusted net income and $172 million cash on hand.

  • Projecting $540–$555 million in revenue for 2026, with 33–35% growth and continued profitability and at least 70% adjusted gross margin.

  • Added 30% more tests to the Infinity database in 2025, surpassing the prior 24 years combined.

  • Increased sales force to 75 reps to drive earlier diagnoses and market penetration.

Industry leadership and technology

  • Holds 80% market share in pediatric and rare disease genetic testing, with strong brand recognition among geneticists and pediatric specialists.

  • Recognized as the top brand with FDA breakthrough device designation and trusted by leading health systems.

  • Infinity database includes over 1 million exomes/genomes, >2.5 million genetic tests, 8 million health records, and 7 million phenotypic data points.

  • AI and proprietary machine learning models accelerate diagnosis accuracy, variant interpretation, and product improvement.

  • Delivers diagnoses twice as accurately as the next largest database, with rapid and ultrarapid genome tests providing answers in as soon as 48 hours.

Market expansion and new opportunities

  • Entering general pediatrician, prenatal, NICU, and adult specialist markets in 2026, focusing on early intervention and improved outcomes.

  • Developed a one-minute ordering workflow for pediatricians, launching mid-year, and pediatricians are now a key growth segment.

  • Expanding adult testing for conditions like epilepsy and autism, and moving into prenatal diagnostics for late-term pregnancies.

  • International expansion enabled by the acquisition of Fabric Genomics, supporting decentralized testing and centralized intelligence.

  • Pursuing biopharma and data business opportunities, leveraging the Infinity dataset for drug discovery and innovation.

What drives the FY26 adjusted gross margin increase?
How will pediatrician market entry impact volume?
How does AI enhance GeneDx Infinity's competitive edge?
Pediatrician market: expected Q4 utilization impact
GeneDx Infinity: how 2x data advantage aids diagnosis
Investment strategy: ROI analysis for sustained profit
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Frequently asked questions

GeneDx Holdings Corp (formerly Sema4) is a patient-centered health intelligence company founded on the idea that more information, deeper analysis, and increased engagement will improve the diagnosis, treatment, and prevention of disease. This data-driven approach to making medicine more precise and personalized starts with patients, clinicians, and health system leaders working together with GeneDx. Founded as Mount Sinai Health System’s predictive health initiative in 2013, GeneDx leverages Mount Sinai’s expertise in genomics, emerging technologies, and population health data to power its proprietary algorithms to drive insights and actions that empower individuals to live longer lives. GeneDx Holdings Corp is headquartered in Stamford, Connecticut.

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