Overview
In between applications of hand sanitizer last week, we managed to advance a few new analyses and listen to a number of earnings calls. If you are following genetic testing trends, you should take a quick look at the materials and video replay below. Along with these materials, we have recently completed and can forward our team's Genetic Testing Lab Chartbook including claims data for MYGN, GH, NVTA, NTRA, EXAS, GHDX, as well as, a few key private labs. Also, given our success with the HCA algorithm method, and others before it, we're more confident in MD when they report at the end of the month.
DXCM | A new look at our medical claims data may yield a more accurate look into the market for continuous glucose monitoring. We spoke to two endocrinologists we identified through our medical claims data, because they were at group practices that submit a high number of claims for CGM “data interpretation.” The anecdotes tell the same story we heard last year and support the short case, but a new analysis of the data looks more accurate.
HCA | Our forecast algorithm method proved accurate in calling the upside to HCA’s 4Q19 same facility adjusted admissions growth. If the method holds up, we should see upside at MD and an in- line number at THC.
ILMN | We’ve assembled a chart book for genetic testing volume trends across a number of key labs, both public and private. While Illumina beat and maintained guidance for 2020, they back- end loaded the year resulting in more doubt and falling consensus estimates. The market looks good for ILMN, both academic and commercial labs, so we are sticking with the long.
LINKS TO REPLAY
Position Monitor | CGM, NIH, and Claims Data Updates | Forecast Algorithms Updates
CLICK HERE for video & audio replays.
CLICK HERE to access the associated slides.
All data available upon request. Please reach out to with any inquiries.
