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Genomic Health Inc. Message Board

stupid_hobo73 4 posts  |  Last Activity: Feb 27, 2015 11:50 AM Member since: Jun 19, 2002
  • stupid_hobo73 stupid_hobo73 Feb 27, 2015 11:50 AM Flag

    Currently, almost all of GHI's 300MM revenue is from breast. They expect reimbursement for prostate to start this year. Prostate is a bigger market than breast, but has contributed nothing yet to revs. Kim's $1 Billion 5 year rev target is easy to reach with prostate reimbursement. GHI is one of Baker's top holdings. There is no way they get out now. If you see Baker selling...panic. But I bet you see $1 Billion in revs before that happens. Yes, this stock has been dead money for several years. When the revs start ramping up they should quickly make up for lost time. Disclosure: still Long from pre-IPO and holding strong.

    Sentiment: Strong Buy

  • Reply to

    Earnings Call

    by oncotypedx Feb 11, 2015 9:52 AM
    stupid_hobo73 stupid_hobo73 Feb 18, 2015 5:49 AM Flag

    RE: "see post below on who owns the company NVTA IS Genomic Health"

    yes, oncotypedx....and in other breaking news, Mr. Ed can't really talk. I'm a pre-IPO investor in GHI and have been posting here about InVitae for literally years.....and what I posted yesterday is correct....GHI and InVitae don't compete....ie no overlap....btw, nice Yahoo ID......

  • Reply to

    Earnings Call

    by oncotypedx Feb 11, 2015 9:52 AM
    stupid_hobo73 stupid_hobo73 Feb 17, 2015 9:43 AM Flag

    NVTA tests for hereditary cancers before the fact.......GHI tests are for after you've been diagnosed with cancer....no overlap at this point....

  • Reply to

    99.9 % owned - % 13G on Fri

    by oncotypedx Jan 26, 2015 11:06 AM
    stupid_hobo73 stupid_hobo73 Jan 26, 2015 1:16 PM Flag

    Baillie Gifford is an impressive shareholder endorsement.....they are long term, bottoms up investors....speaks highly of their thoughts on GHI's future....nice catch OncoTypeDX.....

GHDX
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