Re:Value Investing in Life Sciences
by Gatsky on Thursday July 02, 2020 @02:05AM
(#23710468)
This seems a little low value. It needs to be shorter for one. I don't really get their point about Color genomics. This company offers DTC a product which genetics labs already do everywhere. There are a lot of available resources for interpreting the results of BRCA1&2 testing. It seems silly to claim they 'have a moat'. They just started at the moment that Myriad Genetics lost its monopoly on the gene. They are offering cheap testing which must be subsidised by venture funding - I know this because Color charges less for the test than not-for-profit companies.
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