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BillionToOne's Northstar Response® Is a Stronger Predictor of Immunotherapy Outcomes Than Standard-of-Care Imaging for Cancer Patients in Peer-Reviewed Study

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BillionToOne (Nasdaq: BLLN) reported peer-reviewed data showing its Northstar Response tissue-free ctDNA assay was a stronger independent predictor of survival than standard-of-care imaging in 142 advanced solid tumor patients across 12 tumor types receiving immunotherapy.

Molecular progression via Northstar Response showed a hazard ratio of 5.3 for survival and identified progression a median of 62 days before clinicoradiographic imaging. Combining Northstar Response with imaging produced the highest predictive discrimination, with hazard ratios up to 19.7 when both modalities indicated progression.

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Positive

  • Molecular progression by Northstar Response showed survival hazard ratio of 5.3
  • Combined Northstar Response plus imaging reached hazard ratios up to 19.7
  • Northstar Response detected progression a median of 62 days before imaging
  • Study included 142 patients across 12 solid tumor types
  • Molecular monitoring added prognostic value in patients with radiographic stable disease
  • Findings reproduced in an independent prospective validation cohort

Negative

  • None.

News Market Reaction – BLLN

+1.89%
+1.89% Session close to close

In the Jun 29 session, BLLN gained 1.89%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement reinforces Northstar Response’s potential clinical utility, with hazard ratios up ...
Analysis

This announcement reinforces Northstar Response’s potential clinical utility, with hazard ratios up to 19.7 and a 62-day lead over imaging. Prior oncology and product news have produced mixed share reactions, so adoption trends and ongoing trials remain key watch points.

Key Figures

Tumor types: 12 tumor types Cohorts: 2 prospective cohorts Patients enrolled: 142 patients +5 more
8 metrics
Tumor types 12 tumor types Prospective cohorts in Northstar Response study
Cohorts 2 prospective cohorts Independent validation of Northstar Response performance
Patients enrolled 142 patients Advanced solid tumors receiving immunotherapy or combinations
Hazard ratio – molecular progression hazard ratio 5.3 Dominant independent predictor of survival vs imaging in multivariate analysis
Hazard ratio – dual progression (landmark) hazard ratio 13.8 Progression on both molecular and imaging at landmark assessment
Hazard ratio – dual progression (longitudinal) hazard ratio 19.7 Progression on both modalities with continued longitudinal monitoring
Lead time to progression 62 days Median time Northstar Response detected progression before clinicoradiographic methods
Molecular rebound frequency 1 in 4 patients Patients with early decrease then rise in ctDNA on immunotherapy

Historical Context

5 past events · Latest: May 27 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
May 27 Conference participation Positive +7.5% Management participation in William Blair growth conference drew investor interest.
May 06 Earnings and guidance Positive +14.1% Strong Q1 results with raised full-year revenue guidance boosted sentiment.
May 01 Product launch Positive -6.9% Launch of Unity Confirm prenatal diagnostic test met with negative price reaction.
Apr 15 Earnings date notice Neutral -2.6% Announcement of upcoming Q1 2026 results and conference call saw shares soften.
Apr 02 Oncology leadership Neutral -4.3% New oncology VP and CMO transition for Northstar portfolio accompanied by a pullback.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

BLLN has reacted strongly to major financial and oncology updates, with occasional selloffs following otherwise positive product or corporate news.

Key Terms

ctdna, recist
2 terms
ctdna medical
"Tissue-free ctDNA monitoring was the dominant independent predictor"
Circulating tumor DNA (ctDNA) is tiny fragments of genetic material shed by cancer cells into the bloodstream, like breadcrumbs that can reveal a tumor’s presence and genetic makeup without needing a biopsy. For investors, ctDNA matters because tests and technologies that detect and analyze these fragments can speed diagnosis, track treatment response, and signal relapse, creating commercial opportunities in diagnostics, personalized therapies, and monitoring services.
recist medical
"radiographic review using RECIST criteria, molecular progression emerged"
RECIST (Response Evaluation Criteria In Solid Tumors) is a standardized set of rules doctors and researchers use to measure how solid tumors change over time on medical scans, categorizing whether a tumor shrinks, grows, or stays the same. Investors pay attention because RECIST-based results often serve as clear, comparable trial endpoints that influence drug approvals, market expectations and company valuations—like using a reliable ruler to track progress in a development program.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Tissue-free ctDNA monitoring was the dominant independent predictor of survival across 12 tumor types and two prospective cohorts

MENLO PARK, Calif., June 29, 2026 /PRNewswire/ -- BillionToOne, Inc. (Nasdaq: BLLN), a next-generation molecular diagnostics company with a mission to create powerful and accurate tests that are accessible to all, today announced the publication of Longitudinal Methylated ctDNA Increases Predict Immunotherapy Progression Across Solid Tumors, a peer-reviewed study demonstrating that Northstar Response® was a stronger predictor of survival than standard-of-care imaging in patients with advanced solid tumors receiving immunotherapy or immunotherapy combination therapy, and that the addition of molecular monitoring to imaging provided greater predictive power than imaging alone. The findings were reproduced in an independent prospective validation cohort, with consistent results across tumor types and treatment regimens.

Conducted in collaboration with the Allegheny Health Network Cancer Institute, the study enrolled 142 patients across two independent cohorts spanning 12 solid tumor types. In a multivariate analysis incorporating both Northstar Response and blinded central radiographic review using RECIST criteria, molecular progression emerged as the dominant independent predictor of survival (hazard ratio 5.3), substantially outweighing radiographic progression. The strongest predictive performance came from pairing Northstar Response with imaging: patients whose disease progressed on both molecular and imaging assessment had the poorest outcomes of all (hazard ratio 13.8 at the landmark assessment; 19.7 with continued longitudinal monitoring), and the combined molecular-plus-imaging approach achieved the highest predictive discrimination of any method evaluated.

Northstar Response also helped resolve a particularly challenging clinical dilemma in oncology: patients whose imaging show "stable disease" and thus have findings that cannot reliably be distinguished between early treatment benefit and failure. Among these patients, molecular progression identified those at substantially higher risk and conveyed prognostic information that imaging alone could not provide.

On average, Northstar Response identified cancer progression a median of 62 days before clinicoradiographic progression, representing a potentially actionable window for oncologists to reassess surveillance or treatment strategy before conventional methods signal failure. The assay achieves this through simple serial blood draws collected throughout treatment that integrate into routine oncology practice.

"The lead time advantage here is reflective of real-world patient treatment situations and the rhythm of typical oncology practices — by using Response, a physician has information two treatment cycles earlier than they would when using imaging alone," said Ali Zaidi, MD, Professor of Surgery and Medicine at Drexel University College of Medicine; Medical Director of Aerodigestive Research at Allegheny Cancer Institute, Allegheny Health Network. "That window has real implications for how we manage patients."

The study also found that 1 in 4 patients exhibited a molecular rebound pattern (an early favorable decrease signal followed by a subsequent rise) that suggests a single ctDNA assessment could misclassify patients as responding when the likelihood of treatment failure remains high. Only through serial sampling across multiple cycles were the investigators able to fully capture this kinetic shift, underscoring an important limitation of single-timepoint monitoring approaches for patients receiving immunotherapy.

"For patients with advanced cancer on immunotherapy, the clinical question that matters most isn't whether treatment is working at week four — it's whether it's still working over time," said Dr. Zaidi. "These data show that serial molecular monitoring can answer that question earlier, and more independently, than imaging alone."

The Northstar Response assay uses proprietary single-molecule next-generation sequencing (smNGS) platform with Quantitative Counting Template (QCT) technology to quantify tumor-specific methylation from a simple blood draw, enabling treatment response monitoring across multiple solid tumor types. Northstar Response complements Northstar Select®, BillionToOne's liquid biopsy for therapy selection in cancer patients. Together, the assays support clinicians from treatment selection through ongoing response monitoring without dependence on tumor tissue.

"Therapy selection and treatment monitoring are two of the most important decisions in oncology," said Allen Chen, MD, Vice President of Oncology Clinical Development and Medical Affairs at BillionToOne. "Through simple blood draws, Northstar Select and Northstar Response provide clinicians with complementary molecular tools that allow for truly personalized cancer care to guide patients throughout their treatment journey."

About BillionToOne

Headquartered in Menlo Park, California, BillionToOne is a next-generation molecular diagnostics company with a mission to create powerful and accurate tests that are accessible to all. The company's patented Quantitative Counting Templates (QCT) molecular counting platform is the only multiplex technology that can accurately count DNA molecules at the single-molecule level. For more information, visit www.billiontoone.com.

About Northstar Select®

Northstar Select, BillionToOne's highly sensitive comprehensive genomic profiling (CGP) liquid biopsy assay, demonstrated superior performance in detecting more clinically actionable alterations in circulating tumor DNA (ctDNA) compared to other liquid biopsy tests on the market. In a prospective head-to-head comparison study which included 182 patients with more than 17 solid tumor types, Northstar Select detected 51% more clinically actionable or pathogenic single nucleotide variant (SNV)/Indels and 109% more copy number variants (CNVs) than the aggregated results from available comparators, with 45% fewer null reports.²

About Northstar Response®

Northstar Response is BillionToOne's tissue-free, methylation-based ctDNA assay purpose-built for treatment response monitoring in patients with cancer. Powered by the company's patented QCT molecular counting platform — the only multiplex technology capable of counting DNA molecules at the single-molecule level — Northstar Response quantifies tumor burden through serial blood draws with no dependence on tumor tissue at any stage of the patient journey.

Disclaimer

Northstar Select and Northstar Response may produce false-positive or false-negative results. Test results are not a guarantee of the presence or absence of disease or treatment response and should not be used as the sole basis for medical decision-making. Results should be interpreted in conjunction with the patient's clinical presentation, radiographic findings, and other diagnostic information. Northstar Response is intended to complement, not replace, standard clinical and radiographic assessment of disease status. Northstar Select and Northstar Response are laboratory-developed tests (LDTs) performed in a CLIA-certified and CAP-accredited laboratory. These tests have not been cleared or approved by the U.S. Food and Drug Administration (FDA). Test performance may vary based on factors including cancer type, disease burden, treatment, and specimen characteristics.

Forward-Looking Statements

This press release contains certain forward-looking statements within the meaning of federal securities laws. These forward-looking statements generally are identified by the words "believe," "project," "expect," "anticipate," "estimate," "intend," "strategy," "future," "opportunity," "plan," "may," "should," "will," "would," "will be," "will continue," "will likely result," and similar expressions. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. Forward-looking statements in this press release include, but are not limited to, statements regarding the clinical performance and utility of Northstar Response. These statements are based on management's current expectations, forecasts and assumptions, and actual outcomes and results could differ materially from these statements due to a number of factors, some of which are beyond BillionToOne's control. These and additional risks and uncertainties could affect BillionToOne's financial and operating results and cause actual results to differ materially from those indicated by the forward-looking statements made in this press release. These risks and uncertainties include, but are not limited to, those discussed under the captions "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operation" and elsewhere in BillionToOne's most recently filed Quarterly Report on Form 10-Q, its Annual Report on Form 10-K, and other filings the company makes with the Securities and Exchange Commission from time to time. The forward-looking statements in this press release are based on information available to BillionToOne as of the date hereof, and BillionToOne disclaims any obligation to update any forward-looking statements provided to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statement is based, except as required by law. These forward-looking statements should not be relied upon as representing BillionToOne's views as of any date subsequent to the date of this press release.

1. Anees et al. Longitudinal Methylated ctDNA Increases Predict Immunotherapy Progression Across Solid Tumors, The Journal of Liquid Biopsy, https://doi.org/10.1016/ j.jlb.2026.100477

2. Bower, X., Wignall, J., Varga, M. G., et al. Validation of a liquid biopsy assay with increased sensitivity for clinical comprehensive genomic profiling. The Journal of Liquid Biopsy. https://doi.org/10.1016/j.jlb.2025.100322. Head-to-head improvement % determined when compared to comparator products in the aggregate. Actual percentages may vary depending on the individual comparator liquid biopsy test.

Media Contact
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SOURCE BillionToOne

FAQ

How does BillionToOne's Northstar Response (Nasdaq: BLLN) predict immunotherapy outcomes compared with imaging?

Northstar Response was a stronger independent predictor of survival than standard-of-care imaging. According to BillionToOne, molecular progression showed a survival hazard ratio of 5.3, and combining Northstar Response with imaging delivered the highest predictive discrimination among evaluated methods.

What patient population was included in the Northstar Response ctDNA study for BLLN?

The study enrolled 142 patients with advanced solid tumors receiving immunotherapy or combination therapy. According to BillionToOne, these patients spanned 12 different solid tumor types across two independent prospective cohorts, supporting the assay’s use across varied tumor types and treatment regimens.

How much earlier can Northstar Response detect cancer progression versus imaging for BLLN patients?

Northstar Response identified cancer progression a median of 62 days before clinicoradiographic imaging. According to BillionToOne, this lead time, achieved through serial blood draws, may give oncologists an actionable window to reassess surveillance or treatment before conventional methods signal failure.

What did the Northstar Response hazard ratios show about combined molecular and imaging monitoring?

Patients progressing on both Northstar Response and imaging had the poorest outcomes, with hazard ratios up to 19.7. According to BillionToOne, this combined molecular-plus-imaging approach provided the highest predictive discrimination of any method evaluated at landmark and longitudinal assessments.

How does Northstar Response address stable disease on imaging in immunotherapy-treated cancer patients (BLLN)?

Northstar Response added prognostic insight for patients labeled as having stable disease on imaging. According to BillionToOne, molecular progression within this group identified those at substantially higher risk, providing information that imaging alone could not reliably distinguish between early benefit and treatment failure.

Why is serial ctDNA monitoring important in BillionToOne's Northstar Response study?

Serial monitoring captured dynamic molecular rebound patterns missed by single timepoints, seen in about one in four patients. According to BillionToOne, early favorable decreases followed by rises showed that a single ctDNA test could misclassify patients’ likelihood of treatment failure.

How do Northstar Response and Northstar Select work together in BillionToOne's oncology portfolio?

Northstar Select focuses on therapy selection, while Northstar Response monitors treatment outcomes over time. According to BillionToOne, both blood-based assays use its smNGS and QCT technologies, supporting clinicians from treatment choice through ongoing response tracking without dependence on tumor tissue.