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Natera
Natera (NTRA) investor relations material
Natera 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary14 Jan, 2026
Corporate strategy, technology innovation, and market positioning
Focused on transforming disease management globally with proprietary cell-free DNA detection technology, targeting large, underpenetrated markets in women's health, organ health, and oncology.
Over 16 million tests processed since 2013, with a broad portfolio in oncology, women's health, and organ health.
Achieved market leadership in cell-free DNA testing, with over 50% share in women's health, supported by more than 350 peer-reviewed publications and 600+ issued or pending patents.
Emphasis on innovation, clinical validation, and customer experience as key success drivers.
Integrated AI and foundation models for augmented MRD scoring and digital pathology, partnering with NVIDIA and Ultima Genomics.
Financial performance and growth
Record year in 2025 with 924,000 units in Q4, driven by strong growth in all segments and record test volumes for Signatera and Fetal Focus.
Q4 2025 revenues up 39% year-over-year, reaching $660 million, with over $100 million in free cash flow.
Clinical MRD volumes reached a record, with fastest unit growth at 22,800 in Q4 2025 and acceleration across multiple tumor types.
Continued ASP growth expected in 2026, supported by expanded Medicare coverage and biomarker laws.
Operating expenses to grow ~10% in 2026, mainly in R&D, with profitability expected as revenue matures.
Product innovation and launches
Launched Fetal Focus, a 21-gene single-gene NIPT with 96% sensitivity and 98% specificity, validated in the EXPAND trial.
Expanded MRD detection portfolio with Signatera on both exome and genome, and introduced tissue-free MRD for CRC and other tumor types.
Acquired Foresight Diagnostics, adding ultrasensitive phased variant technology and strengthening MRD capabilities, especially in lymphoma and hematologic cancers.
Integrated phased variant technology for pan-cancer MRD applications.
Collaborations with NVIDIA and Ultima Genomics to advance AI and sequencing capabilities.
Foresight: tech integration & lymphoma market entry
What makes Natera's AI-MRD model unique?
Pharma leveraging Natera's commercial MRD for trials
Partial view of Summaries dataset, powered by Quartr API
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Next Natera earnings date
Q4 202527 Feb, 2026
Natera
Next Natera earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
Natera, Inc. develops and commercializes molecular testing services for reproductive health. It provides Panorama, a non-invasive prenatal test that screens for chromosomal abnormalities of a fetus with a blood draw from the mother; Vistara, a single-gene mutations screening test to analyze chromosomal anomalies or subchromosomal aberrations; Horizon carrier screening to determine carrier status for various genetic diseases that could be passed on to the carrier's children; Spectrum pre-implantation genetic screening and Spectrum pre-implantation genetic diagnosis to analyze chromosomal anomalies or subchromosomal aberrations; and Anora product platform, a single tube platform to detect cell-free DNA in maternal blood.
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