Genedx Holdings Corp. · NASDAQ:WGS
Genedx — J.P. Morgan Healthcare Conference 2026
38 slides from Genedx's conference presentation, January 2026
Slide 1: GeneDx
GeneDx Nasdaq: WGS J.P. Morgan Healthcare Conference January 2026 San Francisco, California
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains “forward-looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the U.S. Private Securities Litigation Reform Act of 1995, including statements regarding our future performance and our market
Slide 3: Empowering everyone to live their healthiest life through genomics
Empowering everyone to live their healthiest life through genomics 3
Slide 4: GeneDx is the global leader in rare disease diagnosis
GeneDx is the global leader in rare disease diagnosis The #1 genetic test GeneDx InfinityTM Experience & Technology Preferred by 80% of geneticists The largest and most diverse Diagnosing more rare disease with FDA Breakthrough Device rare disease dataset to deliver patients than anyone else and des
Slide 5: Supercharging growth to serve more patients globally
Supercharging growth to serve more patients globally Number of Exomes & Genomes 2026+ Expanding commercial team and entering new markets 1 Million Added 30% more tests to Infinity in 2025 than in the prior 24 years combined 750K 2025 AAP guidelines opened general pediatrics 500K 2017 Launched genome
Slide 6: An accurate genetic diagnosis is key to transforming healthcare
An accurate genetic diagnosis is key to transforming healthcare Enabling precision Providing an early Fueling genomic and accurate drug medicine genetic diagnosis discovery 6
Slide 7: Delivering the future of precision medicine via the network effect
Delivering the future of precision medicine via the network effect Patients Biopharma Delivering faster, more accurate diagnosis Accelerating drug discovery, enabling with personalized treatments based on clinical trials, and unlocking biomarkers for biology, leading to better outcomes targeted ther
Slide 8: Trusted by the nation's leading health systems
Trusted by the nation’s leading health systems 8
Slide 9: GeneDx Infinity is the largest and most diverse rare disease dataset
GeneDx InfinityTM is the largest and most diverse rare disease dataset ~1M >2.5M The most accurate exomes & genetic diagnosis genomes tests 2x the answers compared to public datasets >8M >7M Greatest scale advantage health phenotypic datapoints Fastest diagnosis and records most efficient operations
Slide 10: Our AI strategy accelerates the flywheel effect of our data
Higher diagnostic yields and more Additional Our AI strategy accelerates answers patients tested the flywheel effect of our data ELS OD M E M G A A U C The compounding power of the data G H IN AN from each new patient informs more E LARGE L LEA diagnoses and extends our lead RNING Proprietary AI mod
Slide 11: This large and ever-growing opportunity is ours to win
This large and ever-growing opportunity is ours to win Upside Opportunities International, Biopharma/Data, Precision Medicine Adult $20B Adult Neurologists, Adult Cardiologists, and Other Specialists Pediatrics & Rare Pediatric Specialists, Pediatricians, $25B NICU, Prenatal, and gNBS 11
Slide 12: On average, an accurate diagnosis takes 5 years
On average, an accurate diagnosis takes 5 years The economic burden of rare diseases in the U.S. is over $1 trillion annually Referral to a No diagnosis Visit primary care specialist physician Genetic testing (CMA) GeneDx provides First answers in symptom Online Another months research specialist Or
Slide 13: Our north star is to diagnose as many people as fast as possible
Our north star is to diagnose as many people as fast as possible 13
Slide 14: Entering new markets to deliver answers at the earliest moment possible
Entering new markets to deliver answers at the earliest moment possible Standard of care: years of disease progression Prenatal NICU Pediatrician Pediatric Geneticist Adult Specialist Specialist 14
Slide 15: Geneticists remain key customers and prefer GeneDx
Geneticists remain key customers and prefer GeneDx Geneticist recommendations reinforce our leadership in new markets Leading position: 80% market share driven by superior accuracy, broad access, and cutting-edge discovery Continued growth: Largest contributor to revenue today with room to grow via
Slide 16: Specialists drove a majority of 2025 growth and have strong momentum entering 2026
Specialists drove a majority of 2025 growth and have strong momentum entering 2026 Increased ordering and new customer activation driving expansion Significant share: Over 30% of pediatric neurologists now order from us with continued growth ahead Strong awareness: Greatest brand recognition of any
Slide 17: Pediatricians are becoming the new front line of genomic medicine
Pediatricians are becoming the new front line of genomic medicine First mover to an untapped market with the #1 genetic test in hand Massive market: 600K patients diagnosed with DD/ID by 25K pediatricians annually Trusted partner & clear leader: Leading product, wraparound services, expert endorseme
Slide 18: The NICU is an untapped opportunity for early intervention and improved outcomes
The NICU is an untapped opportunity for early intervention and improved outcomes Taking a protocol-driven approach to benefit more patients and lower healthcare costs Large unmet need: Up to 60% NICU patients could benefit from rWGS per SeqFirst (~235k patients) but less than 5% of them receive gene
Slide 19: GenomeDx Prenatal extends our industry-leading diagnostic capabilities into prenatal care
GenomeDx Prenatal extends our industry-leading diagnostic capabilities into prenatal care Setting a new standard for prenatal genomic diagnoses Large unmet need: For patients with structural anomalies on prenatal ultrasound, impacting up to 4% of pregnancies Extensive prenatal experience: Building u
Slide 20: Adult specialists will unlock future growth and impact
Adult specialists will unlock future growth and impact Putting commercial focus behind the organic growth in adult exome and genome testing New market: Expanding to neurologists in 2026 with a focus on clinicians already ordering genetic testing Green space: Strong demand and reimbursement for adult
Slide 21: Payor coverage for exome and genome sequencing is expanding
Payor coverage for exome and genome sequencing is expanding 〉 GeneDx is contracted with 80% of covered lives, including all large national commercial payers 〉 Medicaid and commercial insurance coverage continues to grow for exome and genome o 37 states cover exome or genome testing o 17 states cover
Slide 22: Medicaid programs across the country are expanding access
Medicaid programs across the country are expanding access Current Medicaid Coverage Landscape Exome or Genome Sequencing Rapid Genome Sequencing Both No Coverage New or Enhanced Coverage 22 1. GeneDx Internal Data, data on file 2026
Slide 23: Our experience in rare disease diagnosis has laid the foundation for precision genomic medicine at scale
Our experience in rare disease diagnosis has laid the foundation for us to enable precision genomic medicine at scale 23
Slide 24: Global reach with decentralized testing powered by centralized intelligence from GeneDx Infinity
Global reach with decentralized testing powered by centralized intelligence from GeneDx Infinity Cloud-native platform enables remote interpretation while complying with local regulations Expanded international footprint with sales reps in key geographies Providing leading interpretation services to
Slide 25: Transforming healthcare from diagnostic odyssey to day one action with gNBS
Transforming healthcare from diagnostic odyssey to day one action with gNBS GeneDx has the evidence, experience, and operational capabilities to lead global adoption Evidence Experience Capabilities Data from the GUARDIAN study: • Sequenced >22,000 newborns • Flexible services – from end- to-end tes
Slide 26: Pioneering new channels and partnerships to deliver on the promise of precision genomic medicine
Pioneering new channels and partnerships to deliver on the promise of precision genomic medicine 26
Slide 27: Unlocking biopharma breakthroughs to translate answers into action
Unlocking biopharma breakthroughs to translate answers into action 27
Slide 28: Deploying the most comprehensive, longitudinal dataset for rare disease ever assembled
Deploying the most comprehensive, longitudinal dataset for rare disease ever assembled Genetic data Claims Electronic Prescription health records Patient Imaging demographics Unlocking faster HEOR, biopharma innovation, and AI-driven discovery 28
Slide 29: Transforming every stage of drug development
Transforming every stage of drug development Research & Clinical Launch & Market Authorization Development Trials Post-Marketing & Access Target Validation Patient Matching Diverse Commercialization & Modeling & Recruitment Longitudinal Data 29
Slide 30: Turning insight into biopharma impact
Turning insight into biopharma impact 30
Slide 31: We've built a high growth business that is purpose driven and profitable
We've built a high growth business that is purpose driven and profitable 31
Slide 32: Preliminary Q4 and Full Year 2025 Results (Unaudited)
Preliminary1 Q4 and Full Year 2025 Results (Unaudited) Metric Fourth Quarter 2025 Full Year 2025 Revenue2 $121 million $427 million (previous guidance was $425 to $428 million) 32% 54% Growth in exome and genome revenue (43% excluding a 2024 one-time benefit) (58% excluding a 2024 one-time benefit)
Slide 33: Full Year 2026 Guidance
Full Year 2026 Guidance Metric FY 2026 Guidance Revenue $540 to $555 million Growth in exome and genome revenue 33% to 35% Growth in exome and genome volume 33% to 35% Adjusted gross margin1 At least 70% Adjusted net income1 Positive 33 1. Adjusted gross margin and adjusted net income are non-GAAP f
Slide 34: Volume ramp continues
Volume ramp continues Exome and Genome Volume 140,000 Guide: 128k to 131k 120,000 Exome and genome test FY '22 - '25 CAGR 47% 97,271 result volume year-over-year: 100,000 80,000 74,547 • Full Year 2025: up 30.5% 60,000 49,439 • Q4 2025 YoY: up 34.3% to 27,761 40,000 30,560 20,000 • FY '26 Guidance:
Slide 35: Exome and genome revenue ramp continues
Exome and genome revenue ramp continues Exome and Genome Revenue (in $M) $600 $540-555 Exome and genome revenue Exome/genome year-over year: FY '22 - '25 $500 CAGR 61% $427 • Full Year 2025: up 54% (58% $400 excluding a 2024 one-time $302 benefit) $300 $486 $194 • Q4 2025 YoY: up 32% (43% $171 $360
Slide 36: Proven leadership driving high-growth and operational excellence at scale
Proven leadership driving high-growth and operational excellence at scale Katherine Stueland Kevin Feeley Bryan Dechairo Melanie Duquette Lisa Gurry Chief Executive Officer Chief Financial Officer Chief Operating Officer Chief Growth Officer Chief Business Officer Heidi Chen Linda Genen Jami Biliboa
Slide 37: A rare opportunity to transform healthcare fueled by unmatched data and momentum
A rare opportunity to transform healthcare fueled by unmatched data and momentum Massive TAM and expanding Emerging guidelines and serviceable market improving payer landscape Leadership position Scale advantage Differentiated technology Proven management team 37
Slide 38: GeneDx enables a future that is predictive, preventative, and ultimately curative
GeneDx enables a future that is predictive, preventative, and ultimately curative. That future always begins with a single answer. And that answer changes everything. 38