Biotech Values

[biomaven0]

>>What separates Neogenomics (NEO) from other players such as FMI?

They are kind of playing in different spaces - FMI trying to be value-added, while NEO is a more traditional testing service. Clearly room for both approaches. NEO always dealing with dropping prices though, so it seems like they have to run faster and faster to stay where they are. But hopefully their margins will increase some once they have fully integrated Clarient.

NEO should benefit from increased PD1 testing.