An even greater opportunity for Guardant Health, though, lies with its LUNAR liquid biopsies, which are currently available for research use only. According to Illumina, early detection could make up ~61% of the global market for cancer genetic sequencing, which is growing at 27% of CAGR (compound annual growth rate) to reach $75 billion by 2035. However, it doesn’t have repeat customers like Guardant Health where patients need to get retested every so often. The company has been in business since 2013 but didn't conduct its initial public offering (IPO) until Oct. 4, 2018. Pinterest. Guardant Health: FDA Signoff And Vaccine Optimism To Materialize Gains (NASDAQ:GH) Investment Thesis With the FDA approval for Guardant360, Guardant Health, Inc. (GH) has achieved a milestone for its broad array of cancer detection …. Returns as of 12/15/2020. His background includes serving in management and consulting for the healthcare technology, health insurance, medical device, and pharmacy benefits management industries. The potential U.S. market for LUNAR-1 is around $15 billion. With the FDA approval for Guardant360, Guardant Health, Inc. (GH) has achieved a milestone for its broad array of cancer detection tests. The institutional investor bought 8.7 million shares of the stock in a transaction took place on 6/30/2020. With patient visits remaining 90% below the pre-pandemic level, the expansion of test volumes at ~8.0% YoY in Q3 2020 stands far below the ~76.6% YoY growth in 2019. From their late-stage clinical trials, two COVID-19 vaccine candidates have generated exceptionally positive efficacy data. However, as the coronavirus cases showed signs of easing in August following the surge in early summer, a slight recovery has begun in Q3 2020. Let's conquer your financial goals together...faster. Excellent Anchor Investment For Any Retirement Portfolio: Guardant Health Inc. (GH)... Edward Bosworth-November 5, 2020. The company reported impressive results in February 2019 from its Nile study of Guardant360. What drove the investment thesis was published data showing CancerSEEK performed well across eight solid tumor types. With the FDA approval for Guardant360, Guardant Health, Inc. has achieved a milestone for its broad array of cancer detection tests. Certain stocks have an X factor. Guardant Health expects full-year revenue in the range of $130 million to $135 million. The COVID-19 case counts are rising in record numbers in the U.S., and according to health experts, the worst has yet to come as winter approaches. Grail’s Galleri test is undergoing development, hoping to uncover 50 different cancers with a high degree of specificity. Sign up today for full access. Indicating ~32.9% YoY growth, ~$284.9 million of consensus revenue forecast for 2020 implies ~21.6% YoY growth for Q4 2020. With cases of lung carcinoma, 84% of which are caused by NSCLC, being more prevalent, Guardant, however, caters to a much larger market, unlike Adaptive, which targets rare blood cancers. By comparison, the company's … Guardant Health Asia, Middle East and Africa (AMEA) has won Frost & Sullivan's 2020 Market Leadership Award for Liquid Biopsy in Precision Oncology in AMEA. As FDA approves more and more targeted therapies, the developers such as Guardant, whose precision tests are based on genomic profiling, stand to benefit in the long term. View Anna Chen Ph.D.’s profile on LinkedIn, the world's largest professional community. The company topped Wall Street's estimates quarter in and quarter out. Guardant Health thinks that its Guardant360 liquid biopsy has a $6 billion addressable annual market in the U.S. alone. The test volumes from biopharma customers, generating ~37.1% of the top-line, will expand at a similar rate to the past quarter. It's usually because there's a perception that the companies are on to something big. I have no business relationship with any company whose stock is mentioned in this article. LUNAR-2 has a much larger addressable market of more than $30 billion. By comparison, the company's total revenue last year was $214.4 million. Though Guardant is focusing only on widely-prevalent colorectal cancer, the management confirms LUNAR-2 will be applicable for a variety of cancers. That's still a fantastic performance even with the recent coronavirus-fueled decline. 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