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Natera-JPM-Slides-2026-Final.pdf

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1、J.P.Morgan Healthcare ConferenceJanuary 13,2026Natera,Inc.Investor presentation12Confidential.Not for reproduction or further distribution.Thispresentationcontainsforward-lookingstatements underthemeaningofthePrivateSecuritiesLitigationReform Actof1995.Allstatements otherthanstatements ofhistoricalf

2、acts containedinthispresentation,includingstatements regardingourmarketopportunity,ouranticipatedproductsandlaunchschedules,ourreimbursement coverageandourproductcosts,ourcommercial and strategic partnershipsandpotentialacquisitions,ouruser experience,ourclinicaltrialsandstudies,ourstrategies,ourgoa

3、lsandgeneralbusinessandmarketconditions,and our preliminary financial results for the fourth quarter and fiscal year ended December 31,2025,areforward-lookingstatements.The preliminary financial results for the fourth quarter and fiscal year ended December 31,2025 have not been audited by our indepe

4、ndent registered public accounting firm and are based on managements initial review of our operations and results for the completed fiscal year.These preliminary financial results are subject to revisions based upon our year-end closing procedures,final adjustments and the audit to be conducted by o

5、ur independent registered public accounting firm.As a result,our actual financial results for the fourth quarter and fiscal year ended December 31,2025 may differ materially from these preliminary results.In addition,these preliminary financial results are not a comprehensive statement of our financ

6、ial results for the fiscal year ended December 31,2025,and should not be viewed as a substitute for full,audited financial statements prepared in accordance with generally accepted accounting principles.These forward-looking statements are subject to known and unknown risks and uncertainties that ma

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1. **会议与声明**:2026年1月13日J.P.摩根医疗大会,Natera发布前瞻性声明,2025财年Q4及全年初步财务数据未经审计,存在调整风险。 2. **业务表现**:2025年Q4创纪录营收6.6亿美元(同比增39%),临床MRD检测量达2.28万例;累计处理超1600万次检测,拥有600余项专利。 3. **产品进展**:推出21基因Fetal Focus NIPT(敏感性96%),收购Foresight Diagnostics强化MRD技术;Signatera平台纳入相变异技术,LOD低至1 ppm。 4. **研发与里程碑**:2025年公布多项临床试验关键数据(如IMvigor011、Checkmate 274),启动STELLAR-3III期试验(结直肠癌),预计2026年完成FIND研究入组。 5. **战略布局**:拓展AI合作(NVIDIA)、整合Ultima Genomics测序,目标覆盖更多癌症类型,推动MolDX保险覆盖及日本市场准入。
**Natera前景如何?** **MRD检测有何突破?** **Fetal Focus优势何在?**
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