anonymous
Guest
anonymous
Guest
seq is about to be purchased - then what will you have to fall back on? A glassdoor rating?
Natera in a really strong position. If you knock down all the haters and really look at it, they are in a solid position.
Progenity done. Sequenom done.
Natera customers love the service, testing and studies. Their volume is up because of those three things and Medicaid is under control based on the earnings call.
Pipeline full. Cash in the bank. Cash burn actually slow if you look at their specs. Smart reps, good leadership.
Not a lot of pre natal labs in this space can say all those things, not even Counsyl who is burning through cash faster and has poor leadership.
Natera in a really strong position. If you knock down all the haters and really look at it, they are in a solid position.
Progenity done. Sequenom done.
Natera customers love the service, testing and studies. Their volume is up because of those three things and Medicaid is under control based on the earnings call.
Pipeline full. Cash in the bank. Cash burn actually slow if you look at their specs. Smart reps, good leadership.
Not a lot of pre natal labs in this space can say all those things, not even Counsyl who is burning through cash faster and has poor leadership.
Natera will follow too. They have a great test but also the most expensive one on the market. They are bleeding red and won't see that change due to poor management (lack of focus) and wrong assumptions of how to control their bleeding.