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.
