Skip to main content
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 6
https://grail.com/press-releases/grail-presents-intervention...


This will be interesting to watch. Grail went with small sample size vs guardants test in order to get to market first.

Guardant and Exact are battling for first to have a blood test as a screen for colorectal cancer too, and Guardant is fighting with Natera too, who is also going after the colorectal market.

I am wondering if these sort of tests will become commodities over time. I am also wondering how the market plays out. Likely, at least initially, the screens for "just X type of cancer" will likely be much better than the "let's test everything at once" approach.

Ultimately, I would think a "test for all types" would be most desirable but it has to be a solid test with good sensitivity and specificity. Not sure we're there yet with GRAIL, and I wonder what happens in 10-15 years whether the market can support multiple players.

We shall see, but this is an exciting time. And there should be a lot of FUD about GH right now, I'll be watching their quarterly reports closely to see who is pulling away (if anyone).

Man if ILMN ever was allowed to but grail... Watching their r&d get cut loose would be something to watch.
Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.