GH | As part of our work on ILMN we have been tracking medical claims volume for a number of relevant labs, Guardant among them. For the most recent week (chart below), the trajectory appears to be on a pace to beat management guidance of 44,000-46,000 tests for 2019 and that estimates are too low.
DXCM | Both the app download and claims data trend continue to show deceleration. Click here for the note.
AMN | We're hosting a call to review the data supporting our positive view on AMN into 3Q19 earnings this Thursday September 18 at 2PM ET. Our tracker data, Health Care Labor demand and easy comparison offer a positive set up into earnings. Click here for the invite.
