Former VP at Oncocyte Corp
- Molecular diagnostics market trends and developments, highlighting Oncocyte (NASDAQ: OCX)
- Product assessment – DetermaRx, DetermaIO, DetermaTx and DetermaCNI
- Commercialisation capabilities for Oncocyte’s diagnostics products, potential supply chain disruptions and third-party reimbursement dynamics
- Growth expectations and post-coronavirus outlook
Have there been any shifts, developments or new challenges in the broader molecular diagnostics market since our last Interview [see Oncocyte – Molecular Diagnostics Market Update & Growth Outlook – 23 July 2021]?
Oncocyte stated in its Q4 2021 earnings report that DetermaRx revenues and test volumes grew 104% and 54% respectively. What factors do you think contributed to this growth, such as more physician onboarding or surgery uptake post-pandemic? Are there other factors?
Oncocyte plans to add three new reps in Q1 2022. How might this impact further uptick through 2022? What are you expecting to see with this addition?
Do you have expectations for DetermaRx ex-US? Oncocyte is looking to expand globally.
Oncocyte recently announced a development and co-marketing agreement with Thermo Fisher to expand precision oncology access. How exciting is this for the company and what are the deal’s key value drivers?
What else might be on the horizon for Oncocyte’s commercial strategy to help it scale?
How do you assess Oncocyte’s overall product offerings across the treatment decisions category that is Rx [prescription], Tx [treatment], IO [immuno-oncology] and patient monitoring, which is the CNI and Mx? Where are you more or less bullish?
What are your thoughts on the early access programme for DetermaIO, which launched in November 2021?
How do you assess Oncocyte’s Therasure transplant monitor and how does it compare to the company’s other offerings? Oncocyte has highlighted the importance of transplant monitoring and how it could significantly expand revenue opportunity.
Could you opine on Oncocyte’s three planned 2022 launches? What challenges might the company face in bringing these to market?
Could you outline potential gaps or opportunities within Oncocyte’s portfolio that could drive longer-term acquisitions?
Do any players come to mind that Oncocyte could partner with to drive better focus or growth opportunities? Is this an avenue the company would consider? How do you assess its partnership strategy?
What are your 2-3-year growth expectations for Oncocyte? What areas might it focus R&D on? Is there anything around its outlook that we haven’t discussed?
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