Biodesix, Inc. (BDSX) Barclays 28th Annual Global Healthcare Conference March 11, 2026 12:00 PM EDT
Company Participants
Robin Cowie – CFO, Secretary & Treasurer
Conference Call Participants
Luke Sergott – Barclays Bank PLC, Research Division
Presentation
Luke Sergott
Barclays Bank PLC, Research Division
Good afternoon, everybody. I’m Luke Sergott. I cover life science tools and diagnostics here at Barclays. With me, it’s my pleasure to have Robin Cowie, CFO of Biodesix. Thanks again for making it. And sorry for being a little bit late here. We had a little bit of break so we can run over.
Question-and-Answer Session
Luke Sergott
Barclays Bank PLC, Research Division
But I guess let’s start off, relatively unfamiliar with the business, outside of meeting you guys a couple of times and scaling up. So for those that aren’t familiar with what you guys do, kind of walk us through just the 101 of where the technology, what the platform is and how you’re building it and like kind of where you guys are going?
Robin Cowie
CFO, Secretary & Treasurer
Yes, sure, absolutely. So Biodesix is a diagnostics company. We’re dedicated to developing tests to help improve patients’ lives and outcomes, focusing on specific clinical questions. Commercially, we’re primarily focused in the area of lung. But on the research and development and on the services side, we actually are pan-cancer and pan-disease, so providing research services across the board.
We have five tests on market in lung, all with Medicare coverage. Two are tests to help identify which patients are likely malignant and likely have lung cancer and need to move on to a biopsy or a surgery and those that can safely go on to CT surveillance. And then we have three tests that help identify the appropriate treatment for patients once they’ve been diagnosed
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