RE: Re-rate coming/ Price target20 Sep 2020 11:12
Greend100. Good post.
“ Only risk factor I see is proving the value of the product, i.e. does it have independently verified 45% supremacy of the product...I would have thought that would have had some sort of peer review off the back of the ASCO socialisation so hoping not an issue”
I’ve thought about this a lot over recent months since this StemPrintER reared it head, however, both Gabe and Shailu have done umpteen interviews and TILs have released several RNS actually referring to Oncotype DX by name, and claiming STem out performs it by 40%+. It would be incredibly naive and extremely dangerous from a legal perspective, for them to do this if they were not 100% certain of its capabilities. If they had been less forthright or specific about their claims I may have been more dubious, but they have gone straight for the jugular from the get go, which gives me huge confidence in what they have here.
This is a screaming buy at this level imo.