Guardant Health, Inc. (GH) Morgan Stanley 24th Annual Global Healthcare Conference September 15, 2026 7:45 AM EDT
Company Participants
AmirAli Talasaz – Co-CEO & Director
Michael Bell – Chief Financial Officer
Conference Call Participants
Kallum Titchmarsh – Morgan Stanley, Research Division
Presentation
Kallum Titchmarsh
Morgan Stanley, Research Division
I think we can get started. Kallum Titchmarsh here from the Life Sciences team at Morgan Stanley. Welcome to Day 2 of the Morgan Stanley Healthcare Conference. Really pleased today to be joined by the team at Guardant Health. We have AmirAli Talasaz, Co-CEO; and Mike Bell, CFO. Thank you both for being here.
AmirAli Talasaz
Co-CEO & Director
Thanks for having us.
Kallum Titchmarsh
Morgan Stanley, Research Division
Before we get started, just for disclosure relating to this discussion, please see morganstanley.com/researchdisclosures. So a lot to discuss. We’ve had quite a bit of recent news since those Q2 results, but maybe we can just rehash that Q2, very strong performance across the board. Would love a little state of the union on Guardant Health to kick off, and then we can go into some specifics from there.
Question-and-Answer Session
AmirAli Talasaz
Co-CEO & Director
Yes, sure. So great to see you guys. Q2 was another fantastic quarter for Guardant Health. The flywheel of Guardant is moving, accelerating and a bunch of stuff that we worked on for a few years, they are all coming to result and contribution for Guardant right now. So overall, we reported more than — greater than 40% revenue growth year-over-year.
On the oncology side, volume growth of over 60% on Shield front, volume — the growth of more than 250%. And we reached to a point that we are not building CRC screening market with Shield anymore. That category is already out there. We are at the phase of category scaling and developing that market as
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