Bionano Genomics, Inc. (NASDAQ:BNGO) Q1 2022 Earnings Conference Call May 5, 2022 4:30 PM ET Company Participants Amy Conrad - Investor Relations Erik Holmlin - Chief Executive Officer Chris Stewart - Chief Financial Officer Conference Call Participants Michael Okunewitch - Maxim Group Operator Good day, and welcome to the Bionano Genomics First Quarter 2022 Earnings Conference Call. Today's conference is being recorded. At this time, I would like to turn the conference over to Amy Conrad from Investor Rel ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________________________________ FORM 10-Q _________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED MARCH 31, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO | --- | --- | --- | |--- ...

Summary of Bionano Genomics, Inc. Conference Call Company Overview - **Company**: Bionano Genomics, Inc. (NASDAQ:BNGO) - **Industry**: Genomics and Biotechnology - **Technology**: Optical Genome Mapping (OGM) Key Points and Arguments 1. **Commercial Progress**: Bionano Genomics achieved $80 million in revenues for the previous year and installed 164 Saphyr systems, exceeding their goal of 150, representing a 65% year-over-year growth in the installed base [4][33] 2. **Adoption of Technology**: The company doubled the number of consumable flow cells sold, indicating a growing adoption of their methodology and systems for in-house genome analysis [4] 3. **Acquisition of BioDiscovery**: The acquisition of BioDiscovery, which developed the NxClinical software, is aimed at integrating optical genome mapping data with next-generation sequencing, enhancing customer experience and driving commercial adoption [5] 4. **Complementarity with Sequencing**: Bionano emphasizes that OGM complements rather than competes with next-generation sequencing, providing a more comprehensive view of the genome [5][11] 5. **Resolution Improvement**: OGM increases the resolution of structural variation detection from 5 million base pairs (karyotyping) to 500 base pairs, which is critical for cancer testing and genetic diseases [10] 6. **Clinical Utility**: The technology has been shown to find significantly more pathogenic variants, with studies indicating double-digit percentage increases in detection rates compared to traditional methods [21] 7. **Workflow Automation**: NxClinical automates the integration of optical genome mapping with sequencing, significantly speeding up the process of generating reportable results [19] 8. **Future of Cytogenetics**: Bionano positions OGM as the future of cytogenetics, suggesting it will replace traditional methods like karyotyping and FISH in many applications [25][28] 9. **Market Focus**: The company is targeting academic medical centers for adoption, emphasizing the need for reimbursement pathways to facilitate broader use of OGM [30] 10. **2022 Goals**: Bionano aims to increase the installed base from 164 to 240 systems by the end of 2022 and is focusing on obtaining a Category One CPT code for reimbursement [33] Additional Important Content - **Clinical Testing Challenges**: 50% to 70% of clinical tests for genetic diseases and cancer return no pathogenic variant findings, highlighting the need for higher resolution methods like OGM [21] - **Real-World Applications**: Examples from clinical settings, such as the Children's Hospital of LA, demonstrate how OGM can identify druggable targets in pediatric cancers that traditional sequencing might miss [22][23] - **Integration of Technologies**: The integration of OGM with existing workflows is seen as a way to streamline processes and improve diagnostic capabilities in laboratories [27][30] This summary encapsulates the key insights and developments discussed during the conference call, highlighting Bionano Genomics' strategic direction and the potential impact of its technology in the genomics field.

Bionano Genomics, Inc. (NASDAQ:BNGO) Q4 2021 Earnings Conference Call March 1, 2022 4:30 PM ET Company Participants Amy Conrad – Investor Relations Erik Holmlin – Chief Executive Officer Chris Stewart – Chief Financial Officer Conference Call Participants Sung Ji Nam – BTIG Destiny Buch – Ladenburg Thalmann Kevin DeGeeter – Oppenheimer Michael Okunewitch – Maxim Group Operator Good day, and welcome to the Bionano Genomics Fourth Quarter and Full Year 2021 Earnings Conference Call. Today’s conference is bein ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM Commission File Number 001-38613 Bionano Genomics, Inc. | --- | --- | |-------------------------------------------------------------------------- ...

Bionano Genomics, Inc. (NASDAQ:BNGO) Q3 2021 Earnings Conference Call November 4, 2021 4:30 PM ET Company Participants Amy Conrad - Investor Relations Erik Holmlin - Chief Executive Officer Chris Stewart - Chief Financial Officer Rich Shippy - CBO Conference Call Participants Destiny Buch - Ladenburg Thalmann Kevin DeGeeter - Oppenheimer Operator Good day, and welcome to the Bionano Genomics' Third Quarter 2021 Earnings Conference Call. Today's conference is being recorded. At this time, I'd like to turn th ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________________________________ FORM 10-Q _________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED SEPTEMBER 30, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission file numb ...

Bionano Genomics, Inc. (NASDAQ:BNGO) Q2 2021 Earnings Conference Call August 4, 2021 4:30 PM ET Company Participants Amy Conrad – Investor Relations Erik Holmlin – Chief Executive Officer Alka Chaubey – Chief Medical Officer Chris Stewart – Chief Financial Officer Conference Call Participants Sung Ji Nam – BTIG Jeffrey Cohen – Ladenburg Thalmann Jason McCarthy – Maxim Group Susan Chor – Oppenheimer Operator Good day, and welcome to the Bionano Genomics Second Quarter 2021 Earnings Conference Call. Today’s c ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________________________________ FORM 10-Q _________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED JUNE 30, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO | --- | --- | --- | --- | ...

Key Points Company and Industry Overview * **Company**: Bionano Genomics, Inc. (NASDAQ:BNGO) * **Industry**: Genomics, specifically genome structure analysis and optical genome mapping * **CEO**: Erik Holmlin * **Focus**: Developing and commercializing optical genome mapping technology for structural variation analysis Core Views and Evidence * **Genomics Landscape**: Genomics has driven significant healthcare disruption and value creation over the past 20 years, primarily driven by advancements in technology like microarrays and next-generation sequencing. * **Next Wave of Innovation**: The next wave of innovation in genomics is in genome structure analysis, which Bionano Genomics is leading with its optical genome mapping technology. * **Business Performance**: Bionano Genomics had a strong start to 2021, with key achievements in expanding its installed base, commercial offerings, and market presence. * **Market Development**: Bionano Genomics is focusing on market development through publications, assay development, and reimbursement pathways. * **Saphyr System**: The Saphyr system is a key product for Bionano Genomics, offering optical genome mapping capabilities for structural variation analysis. * **Clinical Studies**: Bionano Genomics is conducting clinical studies to demonstrate the performance of the Saphyr system compared to traditional methods. * **Lineagen Acquisition**: The acquisition of Lineagen in August 2020 has provided Bionano Genomics with additional capabilities and revenue streams. Other Important Points * **Structural Variation**: Structural variation refers to changes in the location and amount of functional elements in the genome, and is an important factor in genetic diseases and cancer. * **Saphyr System Advancements**: Bionano Genomics has introduced new capabilities to the Saphyr system, including increased speed and throughput. * **Financial Results**: Bionano Genomics reported total revenues of $3.2 million in the first quarter of 2021, up 180% year-over-year. * **Capital Structure**: Bionano Genomics raised $337 million in January 2021, ending the quarter with a strong cash position of $362 million. * **Future Milestones**: Bionano Genomics expects to achieve key milestones in 2021, including assay accreditation, clinical study results, and expansion of the installed base.