Biotech Values

[biomaven0]

>> I think that cost cutting / outsourcing efforts at these centers will begin, sending more work to FMI

I have my doubts about that - this stuff is viewed as cutting-edge, and hospitals are likely reluctant to give it up even if it can be done more cost-effectively elsewhere.

Much more important in my view will be the growing realization that not sequencing a potentially-treatable tumor is edging ever closer to malpractice.

Long-term, I think techniques relying on blood/urine etc. are the bigger threat to FMI's business model. But maybe they will be able to leverage their database of mutations to be a player there too. (These blood-based techniques will very likely only be able to find "known" mutations - you have to know ahead of time exactly what you are looking for).

Peter