财务表现 - 第二季度收入为2320万美元，较上一季度增长26.2%，但同比下降1.5%[4] - 仪器、耗材和服务收入均实现了环比增长。仪器收入为830万美元，环比增长70.4%[4] - 毛利率为57.8%，较上一季度的45.7%和去年同期的51.5%均有所提升[4] - 运营费用为2450万美元，较上一季度和去年同期分别下降18.3%和22.0%[4] - 经营亏损为1110万美元，较上一季度和去年同期分别下降48.6%和42.4%[4] - 总收入为23,521万美元[20] - 产品收入为17,147万美元，服务及其他收入为6,374万美元[20] - 总毛利为12,116万美元，毛利率为52%[21][22] - 非GAAP调整后毛利为13,386万美元，非GAAP毛利率为58%[22] - 销售、一般及管理费用为23,905万美元[20] - 研发费用为6,923万美元[20] - 经营亏损为19,242万美元[20] - 非GAAP调整后经营亏损为11,084万美元[28] - 净亏损为20,803万美元，每股亏损0.51美元[20] 业务发展 - 安装基数达1264台(374台PhenoCyclers, 890台PhenoImagers)，同比增长18.8%[4] - 截至2024年6月30日，引用公司技术的总论文数量达1450篇，同比增长46.8%[4] - 预计2024年全年收入将在9600万美元至1.04亿美元之间[7] 财务状况 - 现金、现金等价物和有价证券余额为4870万美元[4]

MARLBOROUGH, Mass., July 15, 2024 (GLOBE NEWSWIRE) -- Akoya Biosciences, Inc. (NASDAQ:AKYA) ("Akoya"), The Spatial Biology Company®, today announced that it will release financial results for the second quarter of 2024 after the market closes on Monday, August 5, 2024. Company management will host a conference call to discuss financial results at 5:00 p.m. ET. Investors interested in listening to the conference call are required to register online. It is recommended to register at least a day in advance. A ...

MARLBOROUGH, Mass., July 15, 2024 (GLOBE NEWSWIRE) -- Akoya Biosciences, Inc. (Nasdaq: AKYA) (“Akoya”), The Spatial Biology Company®, today announced that it will release financial results for the second quarter of 2024 after the market closes on Monday, August 5, 2024. Company management will host a conference call to discuss financial results at 5:00 p.m. ET. Investors interested in listening to the conference call are required to register online. It is recommended to register at least a day in advance. A ...

nicolas_Introduction I believe one of the best sectors of the healthcare industry is the Lab Instrument and Services providers who can generate high recurring revenues from small amounts of instrument sales. Examples include research focused Thermo Fisher (TMO) and Danaher (DHR), along with diagnostics providers such as Qiagen (QGEN) and Revvity (RVTY). I have discussed the opportunity in these names recently as the healthcare industry is facing immense headwinds not seen since major recessions. As such ...

财务数据和关键指标变化 - 总收入为1840万美元,同比下降14% [13][36] - 产品收入(包括仪器、试剂和软件)为1210万美元 [36] - 仪器收入为490万美元,安装基数达到1,213台 [13][36] - 试剂收入为700万美元,同比增长23% [13][36][37] - 服务及其他收入为620万美元,同比增长5% [36][39] - 毛利率为46%,非GAAP调整后毛利率为57% [21][22][40] 各条业务线数据和关键指标变化 - 试剂收入增长主要得益于安装基数达到1,213台,其中PhenoCycler-Fusion平均年度拉动为53,000美元,PhenoImager HT平均年度拉动为40,000美元 [13][36][37][38] - 服务收入增长主要来自于仪器质保和现场服务收入,以及新增和现有生物制药合作伙伴带来的实验室服务收入 [39] 各个市场数据和关键指标变化 - 亚太地区收入占比约18%,其中中国占60%-70% [118] - 北美和欧洲地区表现相对较好,亚太地区受到最大挑战 [118] 公司战略和发展方向及行业竞争 - 公司完成了新的制造中心的建设,提高了试剂的质量和供应能力 [16][17][18] - 公司与Acrivon Therapeutics、上海KR Pharmtech和NeraCare建立了新的合作伙伴关系,拓展了临床诊断市场 [25][28][29] - 公司正在应对竞争对手提供试用仪器的策略,考虑提供试剂租赁模式 [92][93][94] 管理层对经营环境和未来前景的评论 - 宏观经济环境持续给资本支出带来压力,销售周期延长,实验室扩张放缓,NIH预算不确定性和通胀压力 [15] - 预计下半年宏观环境将有所好转,公司有信心实现全年收入和现金流目标 [20][45][46] 问答环节重要的提问和回答 问题1 **Kyle Mikson 提问** 询问了被推迟至下半年的生物制药合作伙伴服务收入的具体金额,以及对第二季度和全年收入增长的影响 [50][51][52][53] **Brian McKelligon 回答** 被推迟的生物制药合作伙伴服务收入金额为低单位百万美元,第二季度收入增长预计将逐步恢复到历史水平 [51][52][53] 问题2 **David Westenberg 提问** 询问了公司如何确保成本削减不会影响增长,以及实现年底现金流平衡的具体措施 [66][67][68][69][70] **Johnny Ek 回答** 公司主要通过裁员(不涉及销售和制造人员)、整合制造中心等措施来降低成本,并假设第四季度收入和毛利率恢复到正常水平即可实现现金流平衡 [68][69][70] 问题3 **Subhalaxmi Nambi 提问** 询问了为何公司没有提前预警,以及对全年指引下调的依据 [103][104][105][106][107][109][110][111] **Brian McKelligon 和 Johnny Ek 回答** 公司在第一季度末才发现收入下滑的主要原因,包括被推迟的生物制药服务收入以及由于制造过渡导致的仪器销售延迟,因此决定在全面评估后再进行指引调整 [104][105][107][109][111]

Akoya Biosciences (AKYA) came out with a quarterly loss of $0.35 per share versus the Zacks Consensus Estimate of a loss of $0.30. This compares to loss of $0.49 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -16.67%. A quarter ago, it was expected that this tissue analysis provider would post a loss of $0.27 per share when it actually produced a loss of $0.22, delivering a surprise of 18.52%.Over the last four quarters, the ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________ Commission File Number: 001-40344 Akoya Biosciences, Inc. (Exact name of registrant as specified in its charter) ...

Exhibit 99.1 Akoya Biosciences Reports First Quarter 2024 Financial Results May 13, 2024 MARLBOROUGH, Mass.— Akoya Biosciences, Inc. (Nasdaq: AKYA) (“Akoya”), The Spatial Biology Company®, today announced its financial results for the first quarter ending March 31, 2024. Business Highlights ● Revenue was $18.4 million in the first quarter of 2024, compared to $21.4 million in the prior year period; a decrease of 14%. Reagents and services revenue continued to increase. ● Akoya announced the establishment of ...

MARLBOROUGH, Mass. and FRANKFURT, Germany, May 09, 2024 (GLOBE NEWSWIRE) -- Akoya Biosciences, Inc. (NASDAQ:AKYA), The Spatial Biology Company®, and NeraCare, a leading developer of laboratory tests for the prognosis of melanoma patients, announced an exclusive agreement today under which the parties will develop market opportunities for combining Akoya's PhenoImager HT platform and NeraCare's Immunoprint assay for patient stratification and therapy selection in early-stage melanoma patients. Melanoma is th ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Akoya Biosciences (AKYA) reports results for the quarter ended March 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 13, 2024, might help the stock move higher if these key numbers are better than e ...