Geneoscopy coming for CG Market Share

Quote






anonymous said:
Recruiters love Exact reps.

the real question is: does the company the Exact reps are recruited to, love them? In most cases, it’s a hard no
Click to expand...

Lol only reason recruiters like reps from exact is because they’re desperate to find another job. Exact reps do not have a good reputation. It’s a mix bag of fresh college graduates (mostly upper middle class and white) w subpar degrees and old reps that got FIRED from their previous job.

Tell me I’m wrong?
 






anonymous said:
Lol only reason recruiters like reps from exact is because they’re desperate to find another job. Exact reps do not have a good reputation. It’s a mix bag of fresh college graduates (mostly upper middle class and white) w subpar degrees and old reps that got FIRED from their previous job.

Tell me I’m wrong?
Click to expand...

1) Your wrong
2) Your ugly
3) Your single
 






























anonymous said:
1. Your grammar is terrible.
2. Mix in some punctuation.
3. Exact isn’t profitable because they incurred too much debt, and have WAY too many reps and middle management in the Screening BU. (Or whatever it’s called now).
4. A BIG bite of those profits are coming.
5. Just because Exact runs on razor thin margins, doesn’t mean the competitors do.

Are you a complete idiot?
Click to expand...

Buddy, you have been coming on the ES forum for years now one can only assume you were fired long ago and still harbor a lot of unresolved trauma from that experience.
 


















Poor former employee with absolutely no knowledge of corporate strategy. 90% of Exact profitability is linked to their oncology products. Read the investor call notes. CG is a means to access. That’s how you win in diagnostics. Not with one boutique product…but with a solution oriented portfolio showcasing practice changing diagnostic testing.
 






anonymous said:
Poor former employee with absolutely no knowledge of corporate strategy. 90% of Exact profitability is linked to their oncology products. Read the investor call notes. CG is a means to access. That’s how you win in diagnostics. Not with one boutique product…but with a solution oriented portfolio showcasing practice changing diagnostic testing.
Click to expand...

Yep! But you know what’s amazing? How much more money can be made away from Exact. It’s really surprising.

but, you keep on with the mission.
 






Genosopy product is a "me too" generic Cologuard all the way.

The number one obstacle they have is they aren't on HEDIS. No primary care provider in their right mind would use a product that's test value is the same but won't get quality credit.

When/if they do get HEDIS credit (years off), they won't have a navigation program and resources we provide- at least at first.

The advantage they may have IF they get on HEDIS metrics is that they can hook up with lab Corp or quest and sell it like a FIT. The providers might be reluctant to change because a number of reasons, but insurance may decide to block CG for the generic genoscopy product. IF GSPY can figure out a way to sell for less profitably.

Guardent's product is a non starter. Too expensive for a yearly test. Might not even get on HEDIS with crappy early detection numbers.
 






anonymous said:
Genosopy product is a "me too" generic Cologuard all the way.

The number one obstacle they have is they aren't on HEDIS. No primary care provider in their right mind would use a product that's test value is the same but won't get quality credit.

When/if they do get HEDIS credit (years off), they won't have a navigation program and resources we provide- at least at first.

The advantage they may have IF they get on HEDIS metrics is that they can hook up with lab Corp or quest and sell it like a FIT. The providers might be reluctant to change because a number of reasons, but insurance may decide to block CG for the generic genoscopy product. IF GSPY can figure out a way to sell for less profitably.

Guardent's product is a non starter. Too expensive for a yearly test. Might not even get on HEDIS with crappy early detection numbers.
Click to expand...

Nice thoughts, but just wishful thinking.

Geneoscoy will be equivalent with CG for HEDIS. (Same as when a new FIT test is marketed, CLIA-Waved). It will count out of the gate. Bad news for reps in a bloated Exact.

Blood based tests are still 5-10 years out, depending on the technology. KC knows that EXAS is on the 10 year side of the curve.

Unless Exact launches something out of their labs, or acquire (unlikely, free money is gone), then they just aren’t going to make it across the finish line.
 












Looks like if you are on the call 11/2 you survived this cut (for now) and changes that are coming

good luck all! there are options out there if this road ends with Exact, stay positive
 






























Top Bottom
Back
Quote