The Motley Fool Discussion Boards

Previous Page

Industry Discussions / Biotechnology


Subject:  Re: for you DMTK fans Date:  3/5/2021  11:50 AM
Author:  Fuma102 Number:  25605 of 25633

Cologuard had about 2-3 years of YoY testing volume growing over 100%; dropped to 70% this Q for DMTK.

Not releasing guidance is frustrating.

Still going through the call but things I noted:

-the atopic dermatitis market is to see who would respond to what therapy. This could be an intriguing test. I could imagine some insurers requiring it before approval of more expensive drug usage.

-not sure I heard right, but they have like 10-15% of dermatologist market already prescribing at least one test.

-their number of unique prescribers continued to increase QoQ.

Cautiously optimistic. I think growth is still there, but might be slower than we were hoping for.
Copyright 1996-2021 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us