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Mar 31, 2023

Guardant Health Q1 2023 Earnings Report

Reported a revenue increase of 34% year over year, driven by a 45% growth in clinical volume.

Key Takeaways

Guardant Health reported a strong start to 2023 with a 34% increase in revenue compared to Q1 2022, driven by significant growth in clinical testing volume. The company has raised its full-year revenue guidance and is making strides in CRC screening with its Shield test.

Revenue increased by 34% year over year, reaching $128.7 million.

Clinical test volume increased by 45% and biopharmaceutical test volume increased by 21%.

Received Medicare coverage for Guardant Response, expanding coverage across Therapy Selection and MRD product portfolios.

Filed PMA application for Shield blood-based CRC screening, with FDA review underway.

Total Revenue
$129M
Previous year: $96.1M
+33.9%
EPS
-$1.06
Previous year: -$0.91
+16.5%
Gross Profit
$75.6M
Previous year: $64.1M
+17.9%
Cash and Equivalents
$224M
Previous year: $574M
-61.0%
Free Cash Flow
-$82M
Previous year: -$51.3M
+59.7%
Total Assets
$1.51B
Previous year: $2.13B
-29.0%

Guardant Health

Guardant Health

Guardant Health Revenue by Segment

Forward Guidance

Guardant Health expects full year 2023 revenue to be in the range of $535 million to $545 million. The company continues to expect full year 2023 operating expenses to be below full year 2022, and free cash outflow to be approximately $350 million in 2023.

Positive Outlook

  • Full year 2023 revenue expected to be in the range of $535 million to $545 million.
  • Revenue guidance represents growth of 19% to 21% compared to full year 2022.
  • Operating expenses expected to be below full year 2022.
  • Efficiency measures and continued leverage of existing infrastructure.
  • Focus on driving operating efficiency and scale.

Challenges Ahead

  • Free cash outflow to be approximately $350 million in 2023.
  • Gross margin decreased due to change in mix between clinical and biopharma revenue.
  • Reduction in gross margin due to increased proportion of volume coming from Reveal, TissueNext and Response.
  • One-time cost incurred related to partnership agreements.
  • Inclusion of the cost of processing Shield LDT samples as part of screening market development activities.