Biotech Values

[ranjo]

dew , you may not have listened to the call? KC said they expect to be the leader in liquid biopsy in 10 years. 80 million in crc screening market. 70% of those 80 mil now covered. HEDIS and STARS inclusion should shift prescribing behavior. This April, they will reveal a small study on their lung cancer diagnostic including sensitivity and specificity- if exas can eliminate an invasive biopsy on lung nodules I think whether they are profitable in 2018 or 2019 is mute. btw all their diagnostics will use the same platform as CG quarts so no huge capex.