PS: ILMN is not convinced Ctdna is the right direction yet thus there moving into some internal partnerships studies. their moving very methodically. MYGN does not have the balance sheet to buy anything.
that's my sentiment. from my understanding docs might want a combo of Ctc and Ctdna tests which leads me to believe MYGN or DGX might be a decent candidate. yet, know one really knows the strength of the IP's in the space thus it seems like right now its the sand hill line of thinking ( do we make it or buy it ) thus no roll ups or consolidations yet. its still the 1st inning . its going to a great game to watch that's for sure. yet, bring a blanket its going to be extra innings.
IN MY HUMBLE OPINION they already have a nice premium above cash for technology , perhaps they deserve a tad more ( 50mm in MC value ) Yet, Medicare and clear roll out strategy ( with or without ) marketing partners will have to be presented and well received by the street before this has a 300MC. Yet, I believe it can get there. Its just a matter of time. Remember they're projecting 100mm in REV by 2019 ( analyst project ) what type of multiple do you think they will get 2 or 3 x revenue ( benchmarked against MYGN and DGX ) anyway, that's how I'm modeling the MC growth. for whats it worth.
thanks Gentlemen. Acad4sale. a special thanks to you. have a nice evening sir....