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Dec 31, 2020

BioNano Q4 2020 Earnings Report

Reported increased revenue driven by service revenue from Lineagen and a stronger financial position due to recent capital raises.

Key Takeaways

Bionano Genomics reported a 43% increase in revenue for Q4 2020 compared to the same period in 2019, driven primarily by increased service revenue from the Lineagen subsidiary. The company's financial position was solidified by raising approximately $335 million in Q1 2021.

Q4 revenue increased by 43% year-over-year, driven by Lineagen's service revenue.

The installed base of Saphyr systems reached 97 at the end of 2020, an increase of 24 from year-end 2019.

Bionano executed on commercial offerings for Saphyr, driving towards global adoption.

Approximately $335 million was raised in Q1 2021, strengthening the company's financial position.

Total Revenue
$3.99M
Previous year: $2.79M
+43.1%
EPS
-$0.5
Previous year: -$2.3
-78.3%
Saphyr Installed Base
97
Gross Profit
$1.18M
Cash and Equivalents
$38.4M
Previous year: $17.3M
+122.1%
Total Assets
$60.4M
Previous year: $30.2M
+100.1%

BioNano

BioNano

BioNano Revenue by Segment

Forward Guidance

Bionano anticipates several milestones in 2021. They expect to drive global adoption of Saphyr.

Positive Outlook

  • Accreditation of Saphyr based LDTs for ALL & FSHD in certain EU markets in 2Q21
  • Commercial release of prenatal assays and expansion of the menu of pediatric assays in 3Q21
  • Interim publication of results from pediatric clinical study in 4Q21
  • Validation of 3 LDTs total with billing codes (PLA and/or z-codes) by sites in both prenatal and pediatric clinical studies in 4Q21
  • Prototype of next gen high throughput Saphyr in 4Q21

Challenges Ahead

  • No specific negative guidance was provided in the earnings report.
  • The company's future performance is subject to risks and uncertainties, including the impact of COVID-19.
  • Changes in the competitive landscape and the introduction of competitive products could affect results.
  • The ability to obtain sufficient financing to fund strategic plans and commercialization efforts is a risk.
  • Medical and research institutions' ability to obtain funding to support adoption of technologies is a risk.

Revenue & Expenses

Visualization of income flow from segment revenue to net income