NASDAQ$BNGO

BioNano Genomics Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Reported financial results for the fourth quarter and full year ended December 31, 2021, with revenue increased and strategic acquisitions made.

Bionano Genomics reported a 58% increase in revenue for Q4 2021 compared to the same period in 2020, with a record revenue of $6.3 million. The company expanded its installed base of Saphyr systems and acquired BioDiscovery. The company ended the year with $250.6 million in cash, cash equivalents, and available-for-sale securities.

  • Revenue for the fourth quarter of 2021 was $6.3 million, up 58% from the same period in 2020.
  • Expanded the installed base of Saphyr systems from 141 at the end of Q3 to 164 at the end of Q4.
  • Sold 3,204 nanochannel array flow cells during the quarter ended December 31, 2021, which represents 29% growth over the same quarter in 2020.
  • Acquired BioDiscovery, Inc., including its industry-leading software, NxClinical, to accelerate and broaden Bionano’s position in digital cytogenetics and comprehensive genome analysis.

Headline financials

Total Revenue

$6.3M

Previous: $3.99M+57.9%
EPS (adj)

-$0.80

Previous: -$0.50-60.0%
Net Income

-$22.9M

Previous: -$11.7M-95.6%
Operating Income

-$28.8M

Previous: -$11.1M-158.7%
Gross Profit

$239K

Previous: $1.18M-79.7%
Cash & Equivalents

$24.6M

Previous: $38.4M-36.1%
Total Assets

$377M

Previous: $60.4M+523.8%
Stock-Based Comp

$4.8M

No prior period

Revenue & EPS history

BioNano · Revenue · Quarterly

$6.3M

Q4 2021+57.9%vs Q4 2020
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Revenue by segment

BioNano · $6.3M total across 2 segments · Q4 2021

  • Product Revenue
    $3.85M+41.2%
  • Service and Other Revenue
    $2.45M+94.1%

Forward guidance

Bionano expects full year 2022 revenue to be in the range of $24 million to $27 million, which would represent a range of 33% to 50% growth over full year 2021 revenue.

Tailwinds

  • Receive IRB approval for hematological study in Q1 2022
  • Apply for category 1 CPT code for OGM in Q1 2022
  • Site selection complete and enrollment commencement for hematological malignancy study in Q2 2022
  • Data generation commencement for prenatal study in Q2 2022
  • Bionano Labs test menu expanded to include genetic disease and hematological malignancies in Q3 2022

Headwinds

  • Completion of postnatal study (enrollment, analysis and assessment of all primary endpoints) in Q4 2022
  • Release labeling protocol 2.0 and SP Next DNA isolation protocol in Q4 2022
  • Pre-commercial version of new high throughput imaging system for OGM system running in the field in Q4 2022
  • Interim publication on prenatal study in Q4 2022
  • Installed base of 240 Saphyr systems in Q4 2022, which would represent at least a 45% growth from year-end 2021

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q4 2021

Historical avgQ4 2021

-3.3%

Avg return

Earnings day

-5.4%

Avg return

5 days after

-7.7%

Avg return

30 days after

40%

12 / 30 earnings

Positive

+15.5%

Q4 2018

Best reaction

-29.8%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+0.9%+1.6%
Q1 2026-0.8%-9.5%-7.9%
Q3 2025+2.8%+4.8%+10.2%
Q1 2025+2.9%+0.8%-2.4%
Q4 2024+11.1%+8.6%+43.4%
Q3 2024-3.4%-11.5%-7.7%
Q2 2024-21.5%-23.5%-13.7%
Q1 2024+2.7%+7.3%-9.4%
Q4 2023+0.0%-5.8%-18.2%
Q3 2023-7.0%-10.5%+2.8%
Q2 2023-0.2%-13.9%-15.7%
Q1 2023+6.9%-9.6%+0.0%
Q4 2022-8.4%-5.3%-19.8%
Q3 2022+2.7%+2.2%-6.3%
Q2 2022+6.6%+0.0%+2.2%
Q1 2022-16.1%-24.2%-10.8%
Q4 2021+1.4%-10.7%+20.6%
Q3 2021-9.8%-13.7%-44.4%
Q2 2021+5.4%+4.4%-1.0%
Q1 2021+13.9%+22.8%+59.9%
Q4 2020-17.9%-14.4%-34.1%
Q3 2020-7.4%-5.4%-10.7%
Q2 2020-8.4%-6.5%-32.5%
Q1 2020-8.4%-11.8%+21.6%
Q4 2019-29.8%-30.3%-74.3%
Q3 2019-2.1%+17.8%+24.4%
Q2 2019-14.4%-11.3%-50.5%
Q1 2019-11.3%-17.0%-28.1%
Q4 2018+15.5%+7.4%-8.1%
Q3 2018-6.0%-5.7%-11.9%
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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