SOPHiA GENETICSSOPH
Recorded

SOPHiA GENETICS 2026 UBS Global Healthcare Conference

Review the key takeaways and the transcript of this earnings call.

Period 2026Duration32 minParticipants3

Transcript

Preview the first fifteen paragraphs, organized by speaker.

Doug SchenkelAnalyst

All right. Good morning. I'm Doug Schenkel. It's my pleasure to welcome Jurgi, the Founder and Executive Chairman of the Board at SOPHiA GENETICS. We also have Kellen Sanger, the VP and VP Head of Strategy. I can promote you if I mess it up. I don't want to demote, but it's- Thank you.

Doug SchenkelAnalyst

Good to have you both here. In terms of roadmap, we're going to discuss SOPHiA's strategy, commercial adoption, and business model. We're going to explore your work with hospitals, labs, and biopharma companies, along with all the other opportunities that lie ahead. There's a lot for us to unpack. Maybe the best place to start is with the big picture. Jurgi, you and I have known each other for a long time. I know a bit about your journey, but I'm really curious, as you've moved from the CEO role into the Executive Chairman role, can you take us back to the original idea behind SOPHiA and how that founding vision has evolved and actually how you're going to be involved in the next chapter?

Jurgi CamblongFounder and Executive Chairman of the Board

Yeah, absolutely. Pleasure. Great seeing you again. When we founded SOPHiA, it was quite clear that in precision medicine, data would become critical, actually more and more important. Initially, people were focused on just data production, but for us, it was clear that the value would be on the data themselves. We were very clear back then that genomics would become the key data modality in precision medicine, even including drug side. At the time, maybe it was not so clear, but for us, coming from research and systems biology, this was very clear. Because of these two, it was clear that the data would be very complex. Hence why we thought there would be a need for a platform, AI-native, to compute the data and make it at scale, right?

Jurgi CamblongFounder and Executive Chairman of the Board

This is what we've been doing since the beginning. We put our platform in the market, it's called SOPHiA DDM, in 2015. Right now, we're supporting over 1,000 hospitals in over 70 countries to compute data that they produce themselves. The one thing that, at the time, maybe we haven't purely, I would say, captured and matured over time, is that the genomics data wouldn't be sufficient by themselves, and that one would have to combine genomic data with other data modalities to follow patients longitudinally. This is something that I think started to get clear over the last five, six years, rather than 15 years when we started at SOPHiA. As Executive Chairman now, actually have the privilege to be back to real innovation, technology, science. I love leading operations as it was.

Jurgi CamblongFounder and Executive Chairman of the Board

As well, Kellen will be able to give you much sharper answers on the traction on the business-wise. But I'm really dedicated on things where we think the future will be. Definitely AI, technology, new technologies to produce data, but as well new technologies to compute the data.

Doug SchenkelAnalyst

Yeah. I'll stick to our topic list, but as I hear you describe this, I mean, this is really getting you back to I mean, you're passionate about all things SOPHiA, but this is what's always made you most excited, what you're working on now.

Jurgi CamblongFounder and Executive Chairman of the Board

Absolutely. It gives me the opportunity as well to spend more time with people who are defining the new category of companies and systems that will be set up.

Doug SchenkelAnalyst

Now, when I talk to people about SOPHiA, sometimes what I hear is, "Very interesting approach, but all of a sudden, it doesn't seem like there's a shortage of bioinformatics tools. There's all sorts of different sequencing platforms. There's more data repositories." What do you think SOPHiA is solving for different constituents in a way that nobody else is?

Jurgi CamblongFounder and Executive Chairman of the Board

I think in the end, it's the scalability of our platform, the accuracy of our algorithms, plus the ability of delivering new and subtle algorithms very quickly into the market, right? It's not by chance. This is because since the beginning, we've accepted to be a tech player, to compute data that would be produced by hospitals, data that would not be harmonious, would have to be computed with sophisticated methods to basically find the signal. This has become our competitive advantage. A bit like Swiss watchmakers pretty much working on the mechanics of the Swiss watches. Now we're in capacity to deliver data compute at scale, accurate, and to make it adjust according to the new needs that are emerging in the market.

Doug SchenkelAnalyst

One thing you mentioned in response to my earlier question was the scale of the company today. You're in 70 countries. Does the diversity of the data that you have in your data lake, does that put you in a position where you think you're uniquely positioned to partner with biopharma in a way that others aren't?

Jurgi CamblongFounder and Executive Chairman of the Board

Well, I can start, and then maybe Kellen can give you some examples of recent work we've been doing with pharma. Definitely, our moat is the network, is our algorithms, and is the data. The fact that we are plug and play in so many systems makes the value proposition we can offer to the hospital, excuse me, to the pharma, distinct and complementary to what central labs can do, right?

Jurgi CamblongFounder and Executive Chairman of the Board

Basically, this is being materialized on sometimes CDx efforts, with the intent to be able to touch more patients around the globe, not only in the U.S., but as well sometimes it can be around real-world evidence data production capabilities, where pharma may eventually need to understand how people are being tested and treated today, how they're responding to the existing treatments in the market, to be sharper on how they're going to develop the next generation of treatments, and how they're going to design their clinical trials to maximize the chance of having the drug approved versus the standard of care in the market.

Kellen SangerVP and Head of Strategy

Yeah, and everything that you just mentioned is built on just this breadth of data.

Kellen SangerVP and Head of Strategy

Right. You mentioned 75-plus countries.

Kellen SangerVP and Head of Strategy

We're currently doing somewhere north of 400,000 patients per year, so one of the largest diagnostic players in the space if you were to compare us with some of the others. And the global nature of what's being produced by the second, we can look by the minute at every patient that's being analyzed across the entire globe. This is an incredible network of data that you're able to do things like you just mentioned, building CDxs and real-world evidence and other types of products off of it for both biopharma and clinical.

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