Takeaway: Replay with topic timestamps for "EXAS | There Will Be Blood" first aired on Monday, March 9th @ 2 PM ET.

Call Replay | EXAS | New Best Idea Short | There Will Be Blood - 111a

Call Replay | EXAS | New Best Idea Short | There Will Be Blood

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Topic Timestamps and Key Slides

Speaker - William McMahon

Introduction (0:00 to 0:32, 1:16 to 1:19)

Disclaimer (0:33 to 1:15)

Speaker - Tom Tobin

Position Monitor Update (1:20 to 4:21)

Health Care Team Process (4:22 to 6:07)

Key Takeaways (6:08 to 7:11)

Company Overview (7:12 to 9:34)

Macroeconomic Environment (9:35 to 11:12)

Health Care Labor Demand Model (11:13 to 12:57)

Fundamental Equity Quads (FEQ's) (12:58 to 15:16)

Correlation & Sentiment (15:17 to 16:34)

Liquid Biopsy for Colon Cancer (16:35 to 18:28)

Cologuard Performance (18:29 to 20:10)

     *Key Slide: 23* Cologuard Revenue and Volume Growth Slowing

     *Key Slide: 25* Market Penetration and Test per Provider History

CRC Screening Alternatives (20:11 to 21:55)

S- curve Adoption Model (21:56 to 23:09)

     *Key Slide: 28* S-curve Adoption Model

USPSTF Guideline Compliance (23:10 to 25:17)

     *Key Slide: 30* USPSTF Compliance by Age

Insurance Status vs USPSTF Guidelines (25:18 to 27:54)

     *Key Slide: 31* Insurance Status vs USPSTF Guidelines

Screening Population & Penetration (27:55 to 33:17)

     *Key Slide: 38* Screening Population

     *Key Slide: 39* Annual Colon Cancer Screening

CRC Screening Tracker (33:18 to 33:42)

     *Key Slide: 40* Colon Cancer Screening Tracker

Cologuard Tracker (33:43 to 36:03)

     *Key Slide: 41* Cologuard Tracker Index

Valuation (36:07 to 37:41)

Risks (37:42 to 39:35)

Speaker - Emily Evans

Regulatory Risk and Coding (39:36 to 43:57)

Polygenetic Risk Score (43:58 to 44:57)

Fixing PAMA (44:58 to 45:52)

ACS Expansed Guidelines and US Preventive Services Task Force (45:53 to 49:56)

Speaker - All

Live Q&A (49:57 to 1:00:04)

All data available upon request. Please reach out to  with any inquiries.

Thomas Tobin
Managing Director


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Emily Evans
Managing Director – Health Policy



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