Q4 2026 Champions Oncology Inc Earnings Call Transcript
Key Points
- Record annual revenue of $59.4 million, driven by 12% growth in core study-services business.
- Achieved positive adjusted EBITDA in each quarter of fiscal 2026, the first time since fiscal 2022.
- Gross margin improved to 51% in Q4 from 41% in the prior-year quarter, reflecting cost discipline and in-sourcing of radiopharmaceutical work.
- Expanded customer base for data business through multiple smaller licensing agreements, growing pipeline of opportunities.
- Corellia therapeutic subsidiary continues to generate compelling data, with active discussions with venture capital and pharma partners.
- Data-license revenue dropped significantly to $800,000 in fiscal 2026 from $4.7 million in fiscal 2025 due to a non-recurring large transaction.
- GAAP net loss reported due to deliberate investments in data platform, Corellia, and sales expansion.
- Services growth expected to moderate to a more normalized pace in the near term after strong conversion.
- Some expected Q4 data revenue shifted into fiscal Q1 2027, causing quarter-to-quarter fluctuations.
- Corellia funding remains a risk; external funding or partnership timing is uncertain in the current biotech funding environment.
Good day, everyone. Welcome to the Champions Oncology fourth-quarter fiscal year 2026 earnings call.
(Operator Instructions)
It is now my pleasure to hand the floor over to your host, Rob Brainin, CEO of Champions Oncology. Sir, the floor is yours.
Thank you. Good afternoon. Thank you for joining our fiscal 2026 year-end earnings call.
I'm Rob Brainin, CEO of Champions Oncology. I'm joined today by our CFO, David Miller.
Before we begin, I'll remind everyone that today's remarks may include forward-looking statements. Actual results may differ materially. You can find more information in our filings with the SEC.
I'd like to begin by referring back to what I said shortly after stepping into this role in late August 2025: I said, then, that we would build on the progress the company had made over recent years; stay focused on positive adjusted EBITDA for the yea; and, at the same time, keep investing in our two growth vectors -- data and Corellia
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
