REPLAY: Review of $EXAS Earnings Call (A Hedgeye Best Idea Long)

04/27/17 10:29AM EDT

Healthcare analysts Andrew Freedman and Alex Ross were live in the studio today at 12:00PM ET discussing their latest thoughts on one of their favorite long names Exact Sciences Corp (EXAS). Shares of EXAS surged over 20% this morning after they reported a beat on revenue, EPS, ASP and raised their 2017 guidance to $195M-$205M from $170-$180M.

Topics included:

  • Quick recap of the quarter and earnings call
  • Examine key drivers (ASP, Test Per, Providers)
  • Model sensitivity relative to revised guidance

 

CLICK HERE to access the associated slides. WATCH THE REPLAY BELOW.

https://cdn.jwplayer.com/players/bIlWlOMg-KY3o17gg.js

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