Natera’s market-leading cancer minimal residual disease (“MRD”) test, Signatera, has been one of the most important growth stories in healthcare over the last year.
I'm not a finance guy.. please bear with my question here.. When you compared the cologuard revenue (from Y1-3; 2016-2019) to Signatera revenue (Y1-3; 2022-2024).. hasn't currency depreciated during that time as well..$1 rev from 2016 should be more than $1 (~$1.10 or so) in 2022 to be equivalent.. may be this was accounted for. Appreciate any input. Great post and loved the TAM analysis.
Nicely done. No question that diagnostics that demonstrate utility for prognosis and recurrence (i.e. monitoring) can have a high degree of commercial attractiveness. All else equal, your analysis suggests that Dx developers should look for opportunities that target providers with a high concentration of patients who would benefit from an advanced diagnostic. Any thoughts on what some others might be?
I'm not a finance guy.. please bear with my question here.. When you compared the cologuard revenue (from Y1-3; 2016-2019) to Signatera revenue (Y1-3; 2022-2024).. hasn't currency depreciated during that time as well..$1 rev from 2016 should be more than $1 (~$1.10 or so) in 2022 to be equivalent.. may be this was accounted for. Appreciate any input. Great post and loved the TAM analysis.
Thanks for posting this. this helps me to appreciate science and technological advances from a different perspective.
Nicely done. No question that diagnostics that demonstrate utility for prognosis and recurrence (i.e. monitoring) can have a high degree of commercial attractiveness. All else equal, your analysis suggests that Dx developers should look for opportunities that target providers with a high concentration of patients who would benefit from an advanced diagnostic. Any thoughts on what some others might be?