Overview
Our presentation on Invitae included an analysis of claims data we use to forecast trends intra quarter. Our analysis also looked at volume by diagnosis code and revealed a high percentage of BRCA related testing. Through the most recent update, our analysis continues to show that NVTA will have difficulty hitting their 2019 volume guidance. Given the company's strategy, M&A history, reliance on capital raises, and lack of visibility into volume mix, we expect even a modest disappointment in volume to be a negative catalyst.
Thomas Tobin
Managing Director
Twitter
LinkedIn
Emily Evans
Managing Director – Health Policy
Twitter
LinkedIn
