Overview
Please join us for a post-earnings discussion and Q&A with Mike Brophy, CFO of Natera, on May 7th, 2021, at 10:00 AM ET. NTRA is a Hedgeye Health Care Best Idea Long as well as a common debate stock within the genetic testing group. Guardant ($GH), Invitae ($NVTA), Exact ($EXAS), NeoGenomics/Inivata ($NEO), and others are going after the large residual disease market opportunity, and we think the Signatera test is well-positioned to be a winner. Health Care Sector Head Tom Tobin will moderate the discussion, which we expect to cover topics including, but not limited to highlights from the earnings call, detail on non-invasive prenatal testing (NIPT) trends (Illumina's commentary, the TAM, pricing, etc.); Signatera's momentum to start 2021 and outlook for the year, competitive dynamics, and concerns voiced by bears on NTRA.
Key Topics:
- Signatera volume, launch progress, mix of tumor types, competitive positioning versus Guardant (GH) and the others chasing MRD
- The potential for the return to in-person care and deficit of cancer diagnosis to drive growth in 2021
- NIPT adoption trends among average-risk patients
- Birth trends, the easy compare vs. 2020, one of the worst declines in births on record
We look forward to discussing the above, as well as fielding any questions you may have for Mike on May 7th.
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Post-Earnings Q&A with Mike Brophy, CFO of Natera Please join us on Friday, May 7, 2021, @ 10:00 AM ET - Add to Calendar Subscribers: CLICK HERE for event details (includes video and materials link) |
About the Speaker
Mike Brophy has served as Natera’s senior vice president of Finance and Investor Relations since September 2016, and 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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