Overview
Please join us for a discussion and Q&A with Mike Brophy, CFO of Natera, on January 22nd, 2021, at 10 AM ET. NTRA is a Hedgeye Health Care Best Idea Long as well as a common debate stock within genetic testing. Sector head, Tom Tobin, will moderate the discussion, which we expect to cover topics including, but not limited to non-invasive prenatal testing (NIPT) trends (TAM, pricing, and competition); Signatera's recent momentum, potential launch trajectory given a new sales team, and the convergence on the molecular residual disease (MRD) space by all the major genomic testing companies; overall reimbursement trends/friction; the organ transplant opportunity, and concerns/misunderstandings voiced by bears on NTRA.
Coming off of #JPM21, we think NTRA is:
- Well positioned to benefit from continued growth in NIPT as Panorama penetrates the average-risk population increases;
- Going to be able to defend its turf in MRD, as a tsunami of data from studies in domestic and international markets, and across cancer types, are released;
- Likely to see a meaningful uptick in Signatera sales due to its new sales team (we can see this in our claims data); and
- Potentially going to see uplift in ASP.
We look forward to discussing the above, as well as fielding any questions you may have for Mike this coming Friday.
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Fireside Chat with Mike Brophy, CFO of Natera Please join us on Friday, January 22nd, 2021, @ 10 AM ET - Add to Calendar Subscribers: CLICK HERE for event details (includes video, dial-in info, & materials link) |
About the Speaker
Mike Brophy has served as Natera’s senior vice president of Finance and Investor Relations since September 2016, and served as the Company’s vice president of Corporate Development and Investor Relations since September 2015. Prior to joining Natera, he served as an executive director and as a vice president in the investment banking division of Morgan Stanley, where he focused on advising corporate clients in the life science tools and diagnostics sector. Mr. Brophy holds a master’s degree in business administration from the University of California, Los Angeles and a Bachelor of Science degree in economics from the United States Air Force Academy. His military career included leading a multi-agency, 10-person team on a $1.4 billion contract to modernize 10 remote satellite tracking stations worldwide.
Please send us any questions for Mike and Tom via .
We hope you can join us!
Thomas Tobin
Managing Director
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