Agendia

Executive Summary

Agendia is a Netherlands-based molecular diagnostics company specializing in breast cancer genomics. Its flagship MammaPrint® 70-gene assay assesses recurrence risk, while BluePrint® 80-gene assay provides molecular subtyping to guide treatment decisions. These tests are used throughout a patient's breast cancer journey, from early-stage to metastatic settings. Agendia's products are supported by extensive clinical validation, including prospective trials (e.g., MINDACT, PROMIS, FLEX) that have demonstrated clinical utility in identifying patients who can safely avoid chemotherapy. The company has established a strong presence in the US and Europe, with reimbursement from major payers and inclusion in clinical guidelines such as NCCN and ESMO. Looking ahead, Agendia is focused on expanding the use of its genomic tests in early-stage breast cancer and exploring applications in metastatic disease through liquid biopsy approaches. The company is investing in next-generation sequencing (NGS) technology to enhance test performance and reduce turnaround times. Additionally, Agendia is pursuing regulatory approvals in new markets, including China and Japan, to broaden its global footprint. While facing competition from other genomic platforms (e.g., Oncotype DX, Prosigna), Agendia's unique combination of MammaPrint and BluePrint offers a comprehensive molecular profile that drives clinical adoption. The company's private status limits public disclosure, but its consistent revenue growth and partnership with pharmaceutical companies for drug development support a positive outlook.

Upcoming Catalysts (preview)

• Q2 2026MINDACT Long-Term Follow-Up Data (10 years)90% success
• Q3 2026NICE Reappraisal of MammaPrint in Early Breast Cancer75% success
• Q4 2026China NMPA Approval for MammaPrint60% success