Health Care Webcast | Race for a Liquid Biopsy Alternative & GoodRx IPO

09/26/20 04:07PM EDT

MONDAY SEPTEMBER 28th, 2020

Watch the replay below

WEEKLY POSITION MONITOR UPDATE 

Healthcare analysts Tom Tobin and William McMahon review their best stock ideas, major healthcare themes and more. Enter your questions for Tom & William into the chat box below the video player.

On Monday’s Health Care Webcast, we will cover:

  • Race for a Liquid Biopsy Alternative | On the last position monitor update, we discussed Illumina’s ($ILMN) recently announced $8 billion acquisition of Grail, an early cancer detection startup. Following last week’s announcement, Exact Sciences ($EXAS) unveiled impressive, albeit not entirely comparable, data from their own liquid biopsy collaboration. As said by one of our experts earlier this year, “Someone will figure it out, but it’s anyone’s guess who that will be.”
  • GDRX IPO Check, Now What? | After setting original pricing guidance of $24-$28, GoodRx began trading Wednesday at $46/share, up over 50% from its final IPO price of $33. Now that the shares have been priced and have begun trading, what is next for the stock focused on solving the age-old dilemma of pharmacy pricing? On Monday, we will preview the initial work we have done on the potential opportunity going forward.

CLICK HERE to access the associated slides

https://livestream.com/hedgeye/events/3856905/videos/211476898

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