GBA Presents: RADIO SAVANT-!

Natera sets up well for 2023.

- 2023 affords a healthy positive glide path with many potential catalysts that should keep markets excited over the coming quarters

- Encouraging setup for the very rapidly growing oncology business as well as comfort that the core women's health business is in a healthy position.

- $58 price target.

-Natera study data adds evidence for Signatera, On 01/17 NTRA Natera highlighted the recent publication of CIRCULATE data in Nature, demonstrating the value of minimal residual disease testing to guide chemotherapy in CRC stage 2-3 patients, the results to support (hopefully) NCCN guideline inclusion of MRD, which is expected to drive commercial payer coverage and community oncology adoption of Signatera, bolstering Natera's lead in the $20B MRD market.

- Natera's CIRCULATE data looks strong, Natera published its CIRCULATE study data in Nature, a top tier academic journal, on colorectal cancer MRD, which he thinks came in with good data, suggesting that Signatera is useful for determining whether to put patients on adjuvant chemotherapy. Would expect guideline inclusion in CRC to lead to meaningful impacts to ASPs, potentially to over $1,000. NCCN guideline inclusion for Signatera in CRC is possible in late 2023.

If That happen:

-price target of $70.
 
OK This is exciting.

Biotech comes and goes in waves and I'm acutely aware of the wave action because I am always looking & listening. A few days ago started to get some analyst coverage of Bios. Seemed out of place. Then I spotted DICE getting some traction and I found that interesting Co RAIN (have not bought yet)But at least the ideas were starting to pop and that's what happens you go from indifference to interested that's the sector itself revealing itself...

GBA Upgrade: Biotech
 
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