Liquid Biopsy · @Liquid_Biopsy
28th Jul 2015 from TwitLonger
$NTRA sellside analysis controversy: Got to love the way a sell-side analyst will intentionally tip a story and still come up with a neutral rating and a 12 month price target flat.
High risk market fully penetrated = BS
High risk market Natera will grow share in next 2 yrs ignores MaterniT Genome completely = BS. Ignores loss of Bioreference in early 2016 = BS
High risk market includes 95k Harmony in C14 = BS but helps paint NTRA way ahead in low risk
Current cancer diagnostic = BS
In Network announcement as a catalyst = BS unless they don't announce reimb rate.
Margin analysis shows NIPT GM increasing for C15-18 = BS You already said they were under pricing pressure and they already guided down for CY
NTRA is trading at a discount to SQNM = BS. Your number say just the opposite (4x vs 2.2x)
Better cancer story = BS
Read more: http://bridgeandtunnelinvestor.com/thread/1555/natera-gets-another-beating-ispd?page=5#ixzz3hCTmy7XB
as per Marty