Exact Sciences Corporation

EXASintermediary

Exact Sciences is a molecular diagnostics company focused on cancer screening and precision oncology. Its Cologuard test has become the leading non-invasive colorectal cancer screening tool, and its multi-cancer early detection test aims to transform cancer diagnosis.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($2.8B)

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Screening (Cologuard) (55%)

Precision Oncology (Oncotype DX) (35%)

Other / Pipeline (10%)

Segment Breakdown & Key Customers

Product Details

Cologuard (Colorectal Cancer)45%

Non-invasive stool DNA test for colorectal cancer screening

Oncotype DX (Breast Cancer)30%

Genomic test predicting breast cancer recurrence risk

Multi-Cancer Early Detection (MCED)10%

Blood-based test detecting multiple cancer types from a single draw

Supply Chain Relationships

Partners

Pfizer Inc.

Cancer screening combined with pharma treatment

Impact: Low — co-marketing exploration

Eli Lilly and Company

Companion diagnostics for oncology drugs

Impact: Low — diagnostic partnerships

Regeneron Pharmaceuticals

Genomic profiling for antibody therapies

Impact: Low

Macro & Market Context

제약 / 바이오Sector News

GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집

GLP-1 시장 규모 (2030E)

$150B

mRNA 암백신 임상 성공률

+49% 재발 위험 감소

AI 신약개발 단계

임상 2상 진입

PFE/MRNA 52주 변화

-30% ~ -45%

Upcoming Catalysts

◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)◆MRNA 암백신 FDA BLA 제출 예정◆REGN EYLEA HD 유럽 허가 결과

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AI Analysis

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Company Info

Headquarters

Madison, Wisconsin, USA

Founded

1995

Employees

7,200+

Website

exactsciences.com

Sector Overview — 제약 / 바이오

Sector News