MYRIAD GENETICS INC (MYGN)

Sector: Health Care

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2026 Annual Meeting Analysis

MYRIAD GENETICS INC · Meeting: June 4, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

0

Directors AGAINST

3

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Three Class III Directors to the Board of Directors

/3 AGAINST

Against Analysis

✗ AGAINST
Paul M. BisaroTSR trigger peer group: MYGN 3yr TSR -78.1% vs peer median +27.1%, gap -105.2pp exceeds 20pp threshold for negative absolute TSR; director since Oct 2022, tenure >24 months; 5yr TSR -82.5% vs peer 5yr median -19.6%, gap -62.9pp exceeds 20pp threshold — 5yr mitigant does not rescue

Mr. Bisaro has served since October 2022, giving him meaningful overlap with the full 3-year underperformance period; Myriad's stock fell 78% over three years while its compensation peer group (used as the primary benchmark) rose 27% on average — a gap of over 105 percentage points, far exceeding the 20-point trigger threshold for companies with negative absolute returns — and the 5-year record (stock down 83%, peers down 20%) does not provide relief, so the underperformance appears sustained rather than transient.

✗ AGAINST
Rashmi KumarTSR trigger peer group: MYGN 3yr TSR -78.1% vs peer median +27.1%, gap -105.2pp exceeds 20pp threshold for negative absolute TSR; director since Sep 2020, tenure >24 months; 5yr TSR -82.5% vs peer 5yr median -19.6%, gap -62.9pp exceeds 20pp threshold — 5yr mitigant does not rescue

Ms. Kumar has served since September 2020, meaning she has been on the board for the entire 3-year and 5-year underperformance periods; the stock's 78% decline over three years against peers that gained 27% on average (a 105-point gap) triggers a vote against under the policy, and the 5-year comparison — stock down 83% versus peers down roughly 20% — confirms the underperformance is long-running rather than a recent blip, so no mitigation applies.

✗ AGAINST
Lee N. Newcomer, M.D.TSR trigger peer group: MYGN 3yr TSR -78.1% vs peer median +27.1%, gap -105.2pp exceeds 20pp threshold for negative absolute TSR; director since Sep 2019, tenure >24 months; 5yr TSR -82.5% vs peer 5yr median -19.6%, gap -62.9pp exceeds 20pp threshold — 5yr mitigant does not rescue

Dr. Newcomer has served since September 2019, covering both the full 3-year and 5-year measurement windows; Myriad's shareholders lost roughly 78 cents of every dollar invested over three years while the peer group gained 27%, and the even longer 5-year picture (stock down 83% vs. peers down about 20%) confirms this is a sustained pattern of value destruction for which board accountability is warranted.

For Analysis

All three Class III nominees (Bisaro, Kumar, Newcomer) receive an AGAINST vote because Myriad's stock has declined 78% over three years while its compensation peer group gained 27% on average — a gap of 105 percentage points that far exceeds the 20-point trigger threshold applicable to companies with negative absolute returns. All three directors have served more than 24 months, so no new-director exemption applies. The 5-year comparison (stock down 83%, peer median down roughly 20%, gap of about 63 percentage points) also exceeds the threshold, meaning the underperformance is sustained and the 5-year mitigant that might otherwise downgrade a vote from AGAINST to FOR does not apply here.

Say on Pay

✓ FOR

CEO

Samraat S. Raha

Total Comp

$5,686,740

Prior Support

92%%

pay for performance concern noted: variable pay above benchmark context with severe TSR underperformance, but CEO is new (appointed April 30, 2025) and pay structure has meaningful performance conditions

The prior year Say on Pay received 92% support, well above the 70% threshold that would require visible corrective action. The CEO (Samraat Raha) was only appointed on April 30, 2025 and his total reported compensation of approximately $5.7 million reflects a partial-year role; the pay structure is heavily performance-linked — roughly 82% of his target pay is variable, half of long-term equity is in performance stock awards tied to revenue, adjusted earnings per share, and relative shareholder return, and the 2023 performance stock awards paid out at only 83% of target reflecting actual results — all of which indicates the incentive plan has real performance conditions rather than guaranteed payouts. While Myriad's stock performance has been severely negative over both one and three years, the compensation structure itself passes the policy screens because variable pay incorporates meaningful performance hurdles, payout levels reflected below-target financial results in recent cycles, and the new CEO's pay package was set in the context of a leadership transition rather than rewarding sustained underperformance.

Auditor Ratification

✓ FOR

Auditor

Ernst & Young LLP

Tenure

N/A

Audit Fees

$2,341,949

Non-Audit Fees

$74,000

The non-audit fees paid to EY in 2025 were $74,000 (audit-related fees only) against audit fees of $2,341,949, representing a non-audit ratio of about 3% — well below the 50% threshold that would raise independence concerns — and no material financial restatements or auditor adequacy issues were identified, so ratification is straightforward.

Overall Assessment

This is a heavily contested ballot for Myriad Genetics: all three Class III director nominees receive an AGAINST vote because the company's stock has lost 78% over three years while its peer group gained 27%, a gap of 105 percentage points that far exceeds the accountability threshold and is confirmed as sustained by the 5-year record; the Say on Pay vote earns a FOR because the new CEO's compensation structure is heavily performance-linked and the prior year received 92% shareholder support. The auditor ratification is straightforward with a FOR vote given minimal non-audit fees and no independence concerns.

Filing date: April 14, 2026·Policy v1.2·high confidence

Compensation Peer Group

20 companies disclosed in 2026 proxy filing

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CHRSCoherus BioSciences, Inc.
DVAXDynavax Technologies Corporation
EXASExact Sciences Corporation
EXELExelixis Inc.
GHGuardant Health, Inc.
INCYIncyte Corporation
IONSIonis Pharmaceuticals, Inc.
IRWDIronwood Pharmaceuticals, Inc.
NTRANatera, Inc.
NEONeogenomics, Inc.
NBIXNeurocrine Biosciences Inc.
PTCTPTC Therapeutics, Inc.
SRPTSarepta Therapeutics, Inc.
UTHRUnited Therapeutics Corporation
VNDAVanda Pharmaceuticals Inc.
VCYTVeracyte, Inc.