Takeaways
- FLGT | Fulgent has only recently shown up in the data alongside their recent guidance and stock performance, but appears to be slowing
- NTRA | Consistently up and to the right in maternity, need to look closely for colon cancer diag codes for Signatera
- ADPT | Consistent sequential volume growth for what some say is "a science experiment, not a company"
Overview
The mix of private and public labs and has grown in this genetic testing slide deck. We recently added Biodesix and Veracyte. As we head into 2021 we expect a positive volume backdrop for genetic testing in terms of broader patient volume, pent up demand, and payor access. The smaller cap names in this list will benefit from the Macro Quad 2 environment and the related factor tailwinds. We are particularly interested in NEO, NTRA, and ADPT. FLGT may be a COVID-comp short.
Genetic Testing Lab Chart Book | Key Data Updates, Claims Analyses, and Forecasts CLICK HERE to access the associated slides. |
Preview | Charts from the Deck
Exact Sciences (EXAS)
Natera (NTRA)
NeoGenomics (NEO)
Invitae (NVTA)
All data available upon request. Please reach out to with any inquiries.
Thomas Tobin
Managing Director
Twitter
LinkedIn