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No. of Recommendations: 3

Alot of this we've heard before, but CareDx really seems like a lower risk healthcare play that looks like a market beater. It may not necessarily 10x, but I think it has a better risk probably file than GH. GH does have a lot larger TAM, but they need to piecemeal the individual "residual disease" tests, so they're fragmenting the market a bit.

CareDx owns their market. GH plays in a hypercompetitive space. With that said, if you wanted to own both, I wouldn't blame ya!
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