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Benchmark maintains Buy rating on Neogenomics stock

EditorTanya Mishra
Published 09/24/2024, 10:58 AM
NEO
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Benchmark has reaffirmed its Buy rating and $18.00 price target for Neogenomics (NASDAQ: NEO), following the company's announcement regarding advancements in its molecular diagnostic testing.

Neogenomics revealed that its new version of the RaDaR molecular residual disease (MRD) test has successfully completed the feasibility stage. Additionally, the company has settled a patent litigation issue with Natera (NASDAQ:NTRA) concerning the original RaDaR 1.0 test.

The management team at Neogenomics has confirmed that the litigation settlement will not significantly impact the company's financial performance. They have decided to maintain their current guidance for adjusted EBITDA and liquidity projections.

Though specific details of the settlement were not disclosed, the company has scheduled a conference call for this morning at 8:30 AM ET to discuss the matter further.

This development comes after a legal challenge from Natera in December 2023, which resulted in a preliminary injunction that limited Neogenomics from marketing its RaDaR MRD assay in the United States, with certain exceptions. The resolution of this legal dispute is expected to lift the uncertainties that have been weighing on Neogenomics' stock.

In other recent news, Neogenomics Inc. has been maintaining a positive financial trajectory, with Needham reiterating a Buy rating for the company. The firm's analysts have pointed out the company's second-quarter 2024 financial performance, which exceeded consensus expectations for revenue and EBITDA.

Despite a slight slowdown in revenue growth, Neogenomics reported a 12% year-over-year increase in the second quarter, attributed to moderate growth in Clinical Services and a decline in Advanced Diagnostics.

The company's revenue per test also saw a consistent rise, marking the thirteenth consecutive quarter of improvement, largely driven by the company's pricing strategies and the volume of next-generation sequencing (NGS) tests.

Significant improvements were noted in the company's profitability, with the adjusted gross margin and EBITDA margin both seeing substantial year-over-year increases.

Neogenomics reported a robust 12% growth in revenue for the second quarter of 2024, reaching a total of $165 million, largely due to the company's Next-Generation Sequencing (NGS) business. The company has also raised its revenue and adjusted EBITDA guidance for the year.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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