Precipio Q1 Revenue Rises 30% to $6.71M; Adjusted EBITDA Falls to -$200K

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Precipio Inc generated $6.71 million in Q1 revenue, up over 30% year-over-year, with pathology services revenue rising to over $6 million. Adjusted EBITDA swung to a $200,000 loss and gross margin fell to 40% from 47% as CMS fee cuts and timing issues weighed on profitability.

1. Q1 Financial Performance

Precipio reported total Q1 revenue of $6.71 million, flat sequentially and up over 30% year-over-year. Pathology services revenue increased to over $6 million from $5.9 million last quarter, while product revenue dipped by $80,000 to $660,000 due to shipment timing.

2. Margin and Profitability Pressures

Gross margin declined to 40% from 47% in Q4 as an 8% reimbursement cut for flow cytometry under the new CMS fee schedule and product timing issues impacted costs. Adjusted EBITDA swung from a $960,000 positive in Q4 to a $200,000 loss.

3. Commercial Pipeline and Growth Outlook

The newly established commercial team has added approximately $3 million in annualized revenue potential to the pipeline. Management expects increased conversion into revenue during the second half of the year, targeting the $0.5 billion U.S. addressable market for its product portfolio.

4. Operational Capacity and Efficiency

Pathology services are operating at about $24 million on an annualized basis, with capacity to handle $45 million to $50 million before requiring significant capital expenditure or additional hiring.

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