OVERVIEW
We moved GH back to the long side this week as the claims volume is beginning to ramp higher. Lung cancer remains the majority of their volume, but we are monitoring for the uptick in other solid tumors now available on their label. We moved NVTA from an active short to the short bench when they purchased ArcherDx, but separately their volume recovery following the lows of the COVID19 lockdown. As we've highlighted several time in the last few weeks, EXAS Cologuard and Genomic Health volume appears to be decelerating, but yesterday they released impressive, albeit not entirely comparable, data from their liquid biopsy collaboration.
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Genetic Testing Lab Chart Book | Key Data Updates, Claims Analyses, and Forecasts CLICK HERE to access the associated slides. |
CHARTS
Guardant (GH)
Invitae (NVTA)
Natera (NTRA)
All data available upon request. Please reach out to with any inquiries.
