Guardant Health Inc (GH)

[DewDiligence]

GH—(-34%/AH)—reports_results_of “Shield” ctDNA—(liquid biopsy)—diagnostic_for colorectal cancer:

https://finance.yahoo.com/news/guardant-health-announces-positive-results-211600504.html

https://finance.yahoo.com/news/1-guardant-dna-blood-test-220041937.html

GH’s data aren’t bad, but they aren’t as good as those for EXAS’s Cologuard, which is based on a stool sample rather than a blood sample.

EXAS is +24%/AH, adding about $2B(!) to its market cap.

In #msg-168735158 (from May 2022), I said:

Although GH says Shield is as good as EXAS’ Cologuard and MYNZ’s ColoAlert, I find it hard to believe that a blood test can be as sensitive for CRC (and precancerous lesions) as a stool-based test.

I stand by that.

[jerseyboy]

I'm still feeling very good about owning this stock. There is no way I'll sell this before the next five years.

[jerseyboy]

I like the nice, gradual, consistent rise in the share price. I think there is no way to lose money here, and I think the gains will be very substantial over the next two to three years.

[jerseyboy]

So am I. This is THE company I have chosen in which to put my investment dollars that I feel is both a high-growth situation and one in which I am certain not to lose money.

[PR_12]

2-3 years I'm thinking this is @ 3-5X current share price