NeoGenomics Inc.
NEO evidence brief
What we can confirm
What it means
What to watch
Prepared research question
What matters most for NEO—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · NEO
NeoGenomics Inc. is a cancer-focused diagnostics company that provides a comprehensive suite of oncology testing services and pharmaceutical support, including clinical trial testing and companion diagnostic development.
Key risk: Revenue seasonality
BioSniper Score
Based on 5 of 6 signals
Market Cap
$2.35B
Cash Runway
—
Lead Asset
radar (Approved)
Next Catalyst
—
Financial data as of Jun 30, 2026.
Tracking 1 pipeline candidate for NeoGenomics Inc..
Similar companies
NeoGenomics Inc. is a cancer-focused diagnostics company that provides a comprehensive suite of oncology testing services and pharmaceutical support, including clinical trial testing and companion diagnostic development.
- Total revenue of $201.7M and net income of $2.2M as of 2026-06-30 [sec].
- Cash and equivalents of $145.5M as of 2026-06-30 [sec].
- Shareholders' equity of $836.6M and total debt of $4.0M as of 2026-06-30 [sec].
- The company focuses on sustainable growth and transforming cancer care through precision oncology and community care [sec_mda · as of 2026-07-28].
- Pharmaceutical services include biomarker discovery, clinical trial testing, and companion diagnostic development with FDA submission support [sec_mda · as of 2025-10-28].
What works
- The company has a strong balance sheet with $145.5M in cash and only $4.0M in debt as of 2026-06-30 [sec].
- Revenue increased 11.6% in 2024, with adjusted gross margin improving to 47.1% and adjusted EBITDA improving by over 1,000% to $40M [sec · filed 2025-04-08].
- The company has an exclusive focus on oncology, with an expansive testing menu and high service levels, which it believes creates a competitive advantage [sec_mda · as of 2026-02-17].
What to weigh
- Revenue is subject to seasonality, with a greater portion generated in the third and fourth quarters due to the annual reset of patient deductibles [sec_mda · as of 2026-07-28].
- The company faces potential supply chain challenges and customer demand uncertainty from recently implemented or modified tariffs [sec_mda · as of 2026-07-28].
- Pharmaceutical services revenue can be variable due to clinical trial enrollment timing and backlog [sec_mda · as of 2026-07-28].
From the filings
Quoted directly from source documents.
The company's vision is to become a leading cancer testing and information company.
“vision of becoming the world's leading cancer testing, information, and decision support company”
SEC filings · April 8, 2025
The company provides comprehensive pharmaceutical services including companion diagnostic development.
“This includes supporting clinical trials, research, and the development of companion diagnostics.”
SEC MD&A · October 28, 2025
The company has a focus on sustainable growth and precision oncology in community care.
“We are committed to sustainable growth while transforming cancer care for patients and providers and enabling the delivery of precision oncology into the community care setting.”
SEC MD&A · July 28, 2026
The company had $159.6 million in cash as of a recent filing.
“had $159.6 million in cash and cash equivalents to support current operational liquidity needs.”
SEC MD&A · February 17, 2026
Risks & what to watch (3)›
Key risks
- Revenue seasonality — Revenue is often higher in the third and fourth quarters due to patient deductible resets [sec_mda · as of 2026-07-28].
- Tariff impact on supply chain — Potential supply chain challenges and customer demand uncertainty from tariffs [sec_mda · as of 2026-07-28].
- Clinical trial enrollment variability — Pharmaceutical services backlog and revenue depend on clinical trial enrollment timing [sec_mda · as of 2026-07-28].
What to watch
- Monitor the impact of tariffs on supply chain and customer demand [sec_mda · as of 2026-07-28].
- Track revenue growth and margin trends, especially in the third and fourth quarters [sec_mda · as of 2026-07-28].
- Watch for updates on the company's focus on precision oncology and community care expansion [sec_mda · as of 2026-07-28].
Sources: SEC filings · SEC MD&A · Generated August 29, 2026 · How we verify sources →
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Evidence & data
Score breakdownBased on 5 of 6 signals · derived from public data
Profitable (positive operating cash flow)
D/E 0.72 · 1% dilution
Lead: Approved
1 candidate
No upcoming catalysts tracked
0 buys · 3 sells (180d)
Pipeline
Financials
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
254
Total value held
$955.6M
| Holder | Shares | Value |
|---|---|---|
| blackrock, inc. | 19,957,502 | $148.1M |
| vanguard capital management llc | 11,311,646 | $83.9M |
| greenhouse funds lllp | 9,215,903 | $68.4M |
| vanguard portfolio management llc | 7,622,187 | $56.6M |
| first trust advisors lp | 6,162,371 | $45.7M |
| braidwell lp | 5,617,402 | $41.7M |
| state street corp | 5,119,838 | $38.0M |
| d. e. shaw & co., inc. | 4,164,183 | $30.9M |
| schroder investment management group | 3,568,578 | $25.7M |
| nomura asset management international inc. | 3,452,587 | $25.6M |
Showing top 10 of 254 institutional holders of NeoGenomics Inc.. Open the full 13F history after sign-in.
Short Interest
as of May 11, 2026- % of float
- 7.2%
- Days to cover
- 5.0
- Shares short
- 7,883,014
- Daily short volume
- -
Short percent of float and days-to-cover reflect reported short positioning. Daily short volume is the exchange-reported short share of a single day's trading volume and is noisier. See the most-shorted biotech ranking →
NEO short interestGovernance
Frequently asked questions
What is the AI investment thesis for NeoGenomics Inc.?
NeoGenomics Inc. is a cancer-focused diagnostics company that provides a comprehensive suite of oncology testing services and pharmaceutical support, including clinical trial testing and companion diagnostic development.
What is NeoGenomics Inc.'s lead drug candidate?
NeoGenomics Inc.'s most advanced tracked candidate is radar (Approved) for solid tumor malignancies.
Who is the CEO of NeoGenomics Inc.?
Mr. Anthony P. Zook is the chief executive officer of NeoGenomics Inc. (NEO).
Where is NeoGenomics Inc. headquartered?
NeoGenomics Inc. (NEO) is headquartered in Fort Myers, FL, United States.
What therapeutic areas does NeoGenomics Inc. focus on?
NeoGenomics Inc. develops therapies across Oncology.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.