GeneDx (WGS) Wells Fargo 21st Annual Healthcare Conference summary

Company overview and market focus

• Specializes in rare disease diagnosis using whole exome and genome sequencing, aiming to end the diagnostic odyssey for families.

• Has reduced average age of diagnosis from 15 years to nearly half that, with potential for near-birth diagnosis.

• One in ten Americans has an undiagnosed rare disease, representing a large unmet need.

Recent performance and growth drivers

• Achieved 32% volume growth in Q2, driven by strong demand in geneticists, pediatric neurology, and NICU channels.

• Returned to profitability a quarter earlier than expected.

• Plans to expand into primary care and general pediatrics later this year, leveraging new AAP guidelines.

Market penetration and expansion opportunities

• Serving 80% of expert geneticists in the U.S., but only 30% patient penetration in that channel.

• Pediatric neurology and NICU channels remain underpenetrated, with significant headroom for growth.

• New markets include general pediatricians (600,000 children annually) and prenatal genome testing for maternal-fetal medicine.