Guardant Well being, Inc. (GH) Presents at Morgan Stanley twenty fourth Annual World Healthcare Convention Transcript
Guardant Well being, Inc. (GH) Morgan Stanley twenty fourth Annual World Healthcare Convention September 15, 2026 7:45 AM EDT
Firm Contributors
AmirAli Talasaz – Co-CEO & Director
Michael Bell – Chief Monetary Officer
Convention Name Contributors
Kallum Titchmarsh – Morgan Stanley, Analysis Division
Presentation
Kallum Titchmarsh
Morgan Stanley, Analysis Division
I believe we are able to get began. Kallum Titchmarsh right here from the Life Sciences workforce at Morgan Stanley. Welcome to Day 2 of the Morgan Stanley Healthcare Convention. Actually happy right now to be joined by the workforce at Guardant Well being. We have now AmirAli Talasaz, Co-CEO; and Mike Bell, CFO. Thanks each for being right here.
AmirAli Talasaz
Co-CEO & Director
Thanks for having us.
Kallum Titchmarsh
Morgan Stanley, Analysis Division
Earlier than we get began, only for disclosure referring to this dialogue, please see morganstanley.com/researchdisclosures. So so much to debate. We have had fairly a little bit of current information since these Q2 outcomes, however perhaps we are able to simply rehash that Q2, very robust efficiency throughout the board. Would love a little bit state of the union on Guardant Well being to kick off, after which we are able to go into some specifics from there.
Query-and-Reply Session
AmirAli Talasaz
Co-CEO & Director
Sure, positive. So nice to see you guys. Q2 was one other incredible quarter for Guardant Well being. The flywheel of Guardant is shifting, accelerating and a bunch of stuff that we labored on for a couple of years, they’re all coming to consequence and contribution for Guardant proper now. So total, we reported greater than — higher than 40% income development year-over-year.
On the oncology aspect, quantity development of over 60% on Defend entrance, quantity — the expansion of greater than 250%. And we reached to a degree that we aren’t constructing CRC screening market with Defend anymore. That class is already on the market. We’re on the section of class scaling and creating that market as
