Company: BLLN
Filing Date: 2025-08-11
Form Type: DRS/A
Source: 0000950123-25-007483
Chunk: 4

Company: BillionToOne, Inc.
Filing Date: 2025-08-11
Form: DRS/A
Chunk 4
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Y tests accessioned growth2 1M+ tests accessioned since launch GROSS PROFIT MARGIN gross profit margin H1 2025 YOY increase in gross profit margin2 OTHER ARR per sales representative covered lives7 225M+ 1. Q2 2025 revenue of annualized. Calculated as Q2 2025 revenue multiplied by 4. 2. Q2 2025 over Q2 2024. 3. Based on EBITDA in Q2 2025 and net loss in Q2 2025. 4. Our estimated US annual market opportunity includes important assumptions, including regarding the number of eligible patients, frequency of testing and ASPs. See Management's discussion and analysis of financial condition and results of operations > Key factors affecting our results of operations and performance for more information regarding our total addressable market calculations and assumptions. 5. Last twelve months (LTM) revenue. Equal to sum of each month's revenue over the prior 12 months ended Jun 30, 2025. 6. Number of billable tests received for processing. 7. Number of individuals covered under contracts with payors in the US as of Jun 30, 2025.

Our Impact Marina* was excited about her pregnancy at 9 weeks. That was when she took the BillionToOne's UNITY Fetal Risk Screen test, which revealed she was a carrier for cystic fibrosis. However, the same report also showed her baby had an extremely low risk of having the disease (1 in 10,000). While initially surprised, Marina felt much less anxious and more at ease with her pregnancy than she would have with traditional carrier screening. Traditional methods would have only identified her carrier status and required her partner to undergo further testing to assess the baby's risk. Juan* was unfortunately diagnosed with stage IV lung cancer. After his initial biopsy, Juan's doctor requested BilliontoOne's Northstar Select blood test to help him determine which treatment would work best. Northstar Select uncovered EGFR mutation at 0.05% variant allele fraction (VAF), a highly actionable cancer variant that has a known targeted therapy. Cancers at this low level of VAF are often missed by other cancer tests**. Thanks to Northstar Select, Juan was able to start on the best therapy for his cancer and his doctor can easily monitor his progress using Northstar Response. * Actual customer stories. Names have been changed to preserve patients' privacy and the photos are actor portrayals. **