Overview
We had a great call with Geneoscopy Co-Founders Erica Barnell (Chief Scientific Officer) and Andrew Barnell (CEO). You can watch the replay and access the presentation materials and audio replay below. It's a great story and they're running what appears to be a super-efficient 10k-patient prospective study using a decentralized model. Missing fewer advanced adenomas during screening, especially lesions with a high malignant transformation rate, with an RNA-FIT test would be a big win for patients and the US Medical Economy as a whole. You'll want to contrast Geneoscopy's data and timeline to what GH, EXAS, et al. are doing with their ongoing trials/studies, as well as think about 1) the hurdles to adoption of liquid biopsies for pan-cancer screening and 2) the potential impact of a 2022 launch for Geneoscopy' assay if all goes well with the CRC-PREVENT pivotal trial.
The delta variant wave of COVID-19 cases and hospitalizations provided a bit of interference recently, but a hybrid approach to coordinating kit/sample collection and the necessary colonoscopies involving telehealth seems to work well for this emerging Dx company. If you have feedback or follow-up questions: .
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CLICK HERE to access the associated slides from Geneoscopy CLICK HERE to access the associated slides from Hedgeye Healthcare CLICK HERE to listen to the audio-only replay. |
Thomas Tobin
Managing Director
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