ASCO 2026 Abstract Highlights in Our Diagnostics Coverage (NTRA, VCYT)

研报英文原文证据摘录

ASCO 2026 Abstract Highlights in Our Diagnostics Coverage (NTRA, VCYT)

Diagnostics & Life Sciences Tools May 21, 2026

Subbu Nambi, Ph.D.

subbu.nambi@guggenheimpartners.com ASCO 2026 Abstract Highlights in Our Diagnostics

617 874 7383 Coverage (NTRA, VCYT) Ricki Levitus

ricki.levitus@guggenheimpartners.com

212 823 6556 Key Message: With the 2026 ASCO Meeting abstracts posted, we highlight the most

Thomas VonDerVellen impactful abstracts in our coverage for NTRA & VCYT. This includes the OPTIMA results

thomas.vondervellen@guggenheimpartners.com for VCYT's Prosigna LDT, which met its primary endpoint. The ASCO meeting will take

617 859 4657 place from May 29th to June 2nd 2026, and late breaking abstracts will be posted at 8AM

ET on the day they will be presented. *** We will be attending the ASCO conference

in person. If you are there and want to meet, let us know. Also, please email us if

you want to schedule a time to chat after.

Ticker Price Rating

NTRA 203.69 Buy VCYT Abstract Highlights

VCYT 45.19 Buy

500 - First results from the OPTIMA phase III randomized non-inferiority trial of test-

directed chemotherapy in patients with high clinical risk ER-positive HER2-negative

early breast cancer

This is the pivotal trial for VCYT's Prosigna LDT. Pending a positive trial • Context:

readout, VCYT would launch the test mid-year 2026 and increase commercial headcount

to support the assay based on the strength of the data. VCYT has previously outlined

the goals of OPTIMA as being to (1) replicate the predictive claim of Oncotype Dx as

established in TAILORx, and (2) expand on the intended use population in terms of nodal

status and inclusion of premenopausal and postmenopausal patients.

Oncotype Dx is backed by Level 1A • Oncotype Dx Comparative Trial Background: