Natera (NASDAQ: NTRA ) is a genetic testing company, with focuses on oncology, women's health, and organ health. Their signature product, Signatera, can help predict the efficacy of many forms of cancer treatment. Natera has alsoLike millions of other investors, I got Robinhood and started trading during the pandemic. Unlike most of those investors, I carefully studied hundreds of earnings reports for clues to future performance, and I was able to identify many future winners, such as OPRX, OTRK, FUBO, and ...

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, 2025 OR ◻ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37478 (Registrant's Telephone Number, Including Area Code) NATERA, INC. (Exact Name of Registrant as Specifie ...

Natera (NTRA) came out with a quarterly loss of $0.50 per share versus the Zacks Consensus Estimate of a loss of $0.59. This compares to loss of $0.56 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 15.25%. A quarter ago, it was expected that this genetic testing company would post a loss of $0.42 per share when it actually produced a loss of $0.41, delivering a surprise of 2.38%.Over the last four quarters, the company has su ...

Natera (NTRA) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Mike Brophy - Chief Financial OfficerSteve Chapman - Chief Executive OfficerSolomon Moshkevich - President of Clinical DiagnosticsAlexey Aleshin - GM of Oncology and ECD & Chief Medical OfficerNoah Kava - Equity Research AssociateColleen Babington - Equity Research AssociatePuneet Souda - Senior MD Conference Call Participants Daniel Brennan - AnalystTejas Savant - Executive Director & Senior Healthcare Equity AnalystRachel Va ...

Natera (NTRA) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Welcome to Natera's twenty twenty five First Quarter Financial Results Conference Call. At this time, all participants are in a listen only mode. Following management's prepared remarks, we will hold a Q and A session. As a reminder, this conference call is being recorded today, 05/08/2025. I would now like to turn the conference call over to Michael Brophy, Chief Financial Officer. Please go ahead. Speaker1 Thanks, operator. Good afterno ...

Natera, Inc. Q1'2025 Earnings Presentation May 8, 2025 Safe harbor statement This presentation contains forward-looking statements under the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in this presentation, including statements regarding our market opportunity, our anticipated products and launch schedules, our reimbursement coverage and our product costs, our commercial and strategic partnerships and potential acquisiti ...

Exhibit 99.1 Natera Reports First Quarter 2025 Financial Results AUSTIN, Texas, May 8, 2025 /PRNewswire/ — Natera, Inc. (NASDAQ: NTRA), a global leader in cell-free DNA and precision medicine, today reported its financial results for the first quarter ended March 31, 2025. Recent Strategic and Financial Highlights "We delivered another strong quarter, with volume growth across the business, including a record growth quarter for Signatera," said Steve Chapman, chief executive officer of Natera. "Our progress ...

Group 1 - Natera Inc. (NTRA) demonstrates strong growth potential as evidenced by its recent earnings release for 4Q24, highlighting a robust genetic testing portfolio that supports high margins and continued double-digit growth rates [1] - The company's strategy includes reinvestments aimed at sustaining its growth trajectory, indicating a focus on long-term value creation [1] Group 2 - The article emphasizes the importance of identifying undervalued stocks, suggesting that Natera Inc. may be a candidate for investment consideration due to its growth story [1]

Group 1 - Natera reported revenue of $476.06 million for the quarter ended December 2024, reflecting a 53% increase year-over-year [1] - The company's EPS was -$0.41, an improvement from -$0.64 in the same quarter last year [1] - Revenue exceeded the Zacks Consensus Estimate of $471.92 million by 0.88%, and EPS also surpassed the consensus estimate of -$0.42 by 2.38% [1] Group 2 - The volume of tests processed was 792,800, exceeding the average estimate of 771,561 based on three analysts [4] - Licensing and other revenues were reported at $3.15 million, below the four-analyst average estimate of $3.48 million, representing a year-over-year decline of 18.3% [4] - Product revenues reached $472.90 million, significantly higher than the average estimate of $406.47 million, marking a year-over-year increase of 53.9% [4] Group 3 - Natera's stock has returned -19.2% over the past month, compared to a -5.6% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Financial Data and Key Metrics Changes - Revenues for Q4 2024 were $476 million, representing a 53% year-on-year increase and exceeding the pre-announcement of $472 million by $4 million [10] - Volumes increased by 26% compared to Q4 of the previous year, with gross margins improving to 63% from 51% a year ago [10][19] - Cash flow generated in Q4 was approximately $46 million, contributing to a total of about $86 million for the full year [11][21] Business Line Data and Key Metrics Changes - Women's health saw strong organic growth, bolstered by new features and datasets, while organ health volumes rose nearly 50% year-on-year [14] - Signatera clinical volumes surged approximately 60% compared to Q4 2023, with nearly 15,000 units growth over Q3 2024 [15] - Average selling prices (ASPs) for Signatera improved to roughly $1,100 in Q4, with steady progress noted for Panorama and Horizon ASPs [17] Market Data and Key Metrics Changes - The company reported significant advancements in reimbursement coverage, including Medicare's expansion for patients with Stage 1 through 3 lung cancer [13][25] - The NCCN guidelines have strengthened the position of cell-free DNA testing across various tumor types, enhancing the accessibility of Signatera [13][45] Company Strategy and Development Direction - The company plans to reinvest cash flows generated into the business to enhance growth profiles in 2026 and beyond [22][23] - Natera is focusing on expanding payer coverage and leveraging its extensive cancer exome database to improve patient care [31] - The introduction of AI tools aims to optimize claims processing and enhance operational efficiency [29] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the momentum heading into 2025, with expectations for continued revenue and volume growth [9][70] - The guidance for 2025 anticipates revenues between $1.87 billion and $1.95 billion, based on positive trends from previous quarters [69] - Management highlighted the potential for ASPs to double over the next few years as more coverage policies are established [87] Other Important Information - The company retired convertible notes early in Q4, leaving it with nearly $1 billion in cash and effectively no debt [68] - Significant clinical trial results are expected in 2025, which could further drive adoption and revenue growth [52] Q&A Session Summary Question: Potential for Signatera ASPs to reach around $2,000 - Management indicated that as more coverage policies are established, revenue per test could effectively double, aligning with the potential for ASPs to reach around $2,000 over the decade [87] Question: Feedback on genome-based products from pharmaceutical companies - Initial feedback from pharmaceutical and biotech customers has been positive, particularly for clinical research applications [88][90] Question: Volume growth expectations for Signatera in 2025 - Management expressed confidence in exceeding the previous target of 8,000 to 10,000 units per quarter, with Q1 tracking to be one of the strongest quarters ever [100][102] Question: True-ups and their impact on future guidance - Management expects true-ups to moderate over time as cash collections improve, but they do not guide on true-ups due to their unpredictable nature [108] Question: Number of markers for personalized whole-genome panels - The company is tracking 64 variants for its genome product, optimizing for sensitivity while keeping costs contained [114][118]