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MedTech Long '24: Diagnostics & Monitoring
8 tickers · $75.23B total market cap
Group: MedTech Long
The MedTech '24: Diagnostics & Monitoring subtheme is currently bullish as of Spring 2025. The sector is expected to benefit from increasing demand for advanced diagnostic and monitoring solutions due to rising chronic disease prevalence and an aging population. Technological advancements in genomics and personalized medicine are driving growth in companies like ILMN and EXAS. However, regulatory changes and potential reimbursement pressures remain risks.
MedTech Long '24: Diagnostics & Monitoring tracks 8 publicly listed stocks in this theme: CSTL, DXCM, EXAS, GRAL, ILMN, IRTC, NEO, QDEL. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
DexCom, Inc.DXCM | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 7.59% | 6.58% | -14.95% | 9.13% | $25.83B | 12.5000 |
Illumina, Inc.ILMN | 04/30/2026 (AMC) | 04/30/2026 (AMC) | -10.40% | 12.80% | 5.86% | 4.35% | $21.44B | 12.5000 |
Exact Sciences CorporationEXAS | 02/13/2026 (AMC) | — | 0.00% | — | 1.62% | — | $20.03B | 12.5000 |
iRhythm Technologies, Inc.IRTC | 04/30/2026 (AMC) | 04/30/2026 (AMC) | -4.98% | 0.04% | -14.44% | -5.76% | $3.74B | 12.5000 |
GRAIL, Inc.GRAL | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -50.55% | 12.74% | 8.35% | -2.80% | $2.62B | 12.5000 |
QuidelOrtho CorporationQDEL | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -18.12% | -11.76% | -50.55% | 3.83% | $776.0M | 12.5000 |
Castle Biosciences, Inc.CSTL | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -7.25% | -21.79% | -16.30% | -0.21% | $582.3M | 12.5000 |
NeoGenomics, Inc.NEO | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -9.84% | 4.07% | -16.08% | -6.36% | $218.5M | 12.5000 |
| Average | -11.69% | 0.38% | -12.06% | 0.31% | $9.40B | 12.5000 | ||
| Median | -8.54% | 4.07% | -14.70% | -0.21% | $3.18B | 12.5000 | ||
| Std Dev | 16.32% | 11.94% | 17.52% | 5.32% | $10.26B | 0.0% | ||
| Min | -50.55% | -21.79% | -50.55% | -6.36% | $218.5M | 12.5000 | ||
| Max | 7.59% | 12.80% | 8.35% | 9.13% | $25.83B | 12.5000 | ||
| % Positive Tickers | 12.50% | 71.43% | 37.50% | 42.86% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.