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.
EXAS’ most advanced pipeline program is to detect whether lung nodules are cancerous, based on a blood test; like Cologuard, this program is being developed using technology exclusively licensed from the Mayo Clinic:
EXAS hasn’t yet committed to conducting a large RCT for the lung-nodule test (i.e. a phase-3 trial similar to the DEEP-C study that was the basis for FDA approval of Cologuard). However, if EXAS decides to seek commercialization of the lung-nodule test, they will not settle for a mere LDT, but rather will go all out for FDA approval to market the test (as with Cologuard).
Lung nodules are extremely common, so an accurate blood test to ascertain whether they are cancerous would have high medical value.
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