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TMFDatabasebob’s Activity

Sun Nov 22

Stock Advisor Boards Post

TMFDatabasebob replied to the Stock Advisor boards. 6:56 PM

Stock Advisor Boards Post

TMFDatabasebob replied to the Stock Advisor boards. 2:55 PM

Stock Advisor Boards Post

TMFDatabasebob replied to the Stock Advisor boards. 1:17 PM

Tue Nov 17

NL

Boards Post

TMFDatabasebob replied to the Biotechnology board. 9:28 PM

Re: Guardant Health

Thanks again, Fuma.

I'm pretty sure INFORM includes G360 data also. Smaller set of data per patient; much larger set of patients than OMNI. I'm virtually certain that's the case -- the number of patient data points they claim for [more]

NL

Boards Post

TMFDatabasebob replied to the Biotechnology board. 11:48 AM

Re: Guardant Health

Hi again, Fuma.

Rats! I completely forgot to include my thoughts on GuardantINFORM...

Perhaps I'm reading too much into your use of the word "convert". I agree with you that INFORM is likely to be cloud-based SaaS. The [more]

NL

Boards Post

TMFDatabasebob replied to the Biotechnology board. 10:19 AM

Re: Guardant Health

Hi fuma.

Thanks for taking the time to lay out your thoughts. I especially appreciate your take on the competitive landscape; I've long recognized that as a weakness in my style of analysis. Unfortunately, the cure seems to be increasing [more]

Mon Nov 16

Premium Commons Boards Post

TMFDatabasebob replied to the Premium Commons boards. 9:17 PM

Premium Commons Boards Post

TMFDatabasebob posted to the Premium Commons boards. 1:48 PM

Sun Nov 15

NL

Boards Post

TMFDatabasebob replied to the Biotechnology board. 5:33 PM

Re: Guardant Health

Thanks again Tree.

Here are some links to Saul's board, where I posted my initial analysis. I've also linked the subsequent earnings analyses. Warning... It's a lot of words!

[more]

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TMFDatabasebob replied to the Premium Commons boards. 5:17 PM

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TMFDatabasebob replied to the Premium Commons boards. 3:16 PM

Premium Commons Boards Post

TMFDatabasebob posted to the Premium Commons boards. 12:35 PM

Sat Nov 14

NL

Boards Post

TMFDatabasebob replied to the Biotechnology board. 2:55 PM

Re: Guardant Health

I'm sorry. Bad proofreading! A bad copy/paste, I think...

"Precision oncology testing" is 82.4% of Guardant's total revenue so far in 2020, and "Development services and other" is 17.6%.


Fool [more]

NL

Boards Post

TMFDatabasebob replied to the Biotechnology board. 2:43 PM

Re: Guardant Health

Thanks for your kind words, Treepak.

Yes, I think revenue growth is an important piece of the puzzle in determining whether Guardant's growth will or won't resume.

Guardant has a handful of revenue streams, which it breaks [more]

Fri Nov 13

NL

Boards Post

TMFDatabasebob posted to the Biotechnology board. 9:53 AM

Guardant Health

Hello. This is my first post here, although I quickly recognize the screen names of several of you.

I had posted an earnings analysis of Guardant Health on another board. Fuma responded to me and I responded to him whereupon he suggested [more]

Thu Nov 12

NL

Boards Post

TMFDatabasebob replied to the Saul’s Investing Discussions board. 11:47 PM

Re: GH 20Q3 Earnings and Analysis

Hi Fuma.

I take management at their word regarding COVID testing. We CAN help, so we should. They chose saliva not because it is best, but because it wouldn't stress existing supply chains for COVID testing. And they wanted to test [more]

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TMFDatabasebob replied to the Premium Commons boards. 9:41 PM

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TMFDatabasebob replied to the Premium Commons boards. 6:41 PM

NL

Boards Post

TMFDatabasebob posted to the Saul’s Investing Discussions board. 4:00 PM

GH 20Q3 Earnings and Analysis

Below is a cross-post from The Motley Fool Premium Boards. I thought it appropriate to delay a little before posting to the public boards. Toward the end of the post, I talk about stock-based compensation (SBC), which had caused a large earnings [more]

Wed Nov 11

Premium Commons Boards Post

TMFDatabasebob replied to the Premium Commons boards. 11:13 PM

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