Company: BLLN
Filing Date: 2025-08-11
Form Type: DRS/A
Source: 0000950123-25-007483
Chunk: 10

Company: BillionToOne, Inc.
Filing Date: 2025-08-11
Form: DRS/A
Chunk 10
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 through our labs and offices, you can feel the difference. Challenges are met not with complaints but with creative solutions. People move with purpose. This is not just another healthcare company; it is a gathering of minds determined to rewrite what is possible in molecular diagnostics. We believe that these guiding principles enabled us to achieve a unique profile that combines powerful technology, category-defining products, and a differentiated financial position of % year-over-year growth and emerging profitability. We believe that these elements will make BillionToOne a generational company that can redefine the industry and achieve our goal of becoming the first molecular diagnostics company in the S&P 500.

The Opportunity & Long-Term Vision The precision diagnostics market represents one of the greatest opportunities in healthcare today. As our understanding of the disease processes deepens, the ability to deliver precise, actionable information to clinicians becomes increasingly valuable. Our technology platform enables us to unlock this information and gives us an advantage to succeed in multiple high-growth markets, with our current products addressing a more than $20 billion total addressable market (TAM), while our planned pipeline of products in development can increase this to over $100 billion. These numbers only hint at our true opportunity. The true opportunity is to not only change the standard of care for diagnostics but also enable new treatment paradigms. We are already seeing this. Our partnership with Johnson & Johnson has the potential to enable a therapy for hemolytic disease in fetuses and newborns, a high-risk condition that can result in fetal death. We are hearing more and more about pregnant mothers taking CF therapies for their affected babies during pregnancy, and their CF newborns not needing NICU stays or sometimes even passing newborn screening, an incredible outcome. Our goal is to make such success stories standard-of-care in the next five years. Our next five-year goals for 2030 are much more ambitious and, in some instances, more than 10 times higher than 2025 goals we have already achieved. Yet, this time, our current investors who have witnessed our journey and executives on our team firmly believe they are achievable. They believe because they have seen our track record and know what is possible when a unique combination of talent, culture, and technology converges on a mission that matters. I personally believe that when we look back a decade from now, we will see that the largest impact on pregnancy and cancer care of the past 100 years will have come from BillionToOne, powered by our technology and our people. That belief is what drives us. That is why we work tirelessly