Veracyte (VCYT) 46th Annual William Blair Growth Stock Conference summary

Strategic vision and platform expansion

• Mission centers on transforming global cancer care using advanced genomics and molecular diagnostics.

• Platform supports growth with over 900,000 patients served and more than 600 publications by March 2026.

• Leveraging transcriptome and genome-based assays across multiple cancer types, including breast, prostate, bladder, lung, and thyroid.

• Pipeline includes new launches such as Prosigna LDT (June 2026) and TrueMRD for muscle-invasive bladder cancer.

• Focus on expanding digital pathology and clinical signatures to enhance personalized care.

Product innovation and clinical evidence

• Prosigna launch supported by OPTIMA trial, showing over two-thirds of high-risk, node-positive breast cancer patients can safely avoid chemotherapy.

• OPTIMA data includes premenopausal and high nodal involvement patients, providing Level 1a evidence likely to influence guidelines.

• TrueMRD is the first whole genome MRD test for muscle-invasive bladder cancer, now covered by Medicare as of June 2026.

• Decipher Prostate test shows strong growth and evidence, with ~400,000 patients tested and ~33% market penetration.

• Afirma leads in thyroid diagnostics, with over 400,000 patients tested and ~38% market penetration.

Data-driven strategy and technology platforms

• GRID platform fuels ongoing research and biomarker discovery, supporting clinical adoption and new product development.

• Transition to new transcriptome improved scalability, cost, and patient result rates.

• Digital pathology AI initiative leverages 365,000+ scanned images for research and clinical integration.

• Continued investment in evidence generation, digital pathology, and research-use-only GRID platform.

• Evidence-driven approach underpins product adoption and market leadership.