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MedTech Long '25: Centralized Lab Diagnostics
4 tickers · $35.75B total market cap
Group: MedTech Long
CMS premium pricing (ADLT) and broad Medicare coverage for blood-based CRC (Shield) and follow-on Cologuard 2, plus Trump-era rollback of LDT rules, are accelerating payer uptake of ctDNA/MCED and AI-enabled pathology. EXAS, GH/GRAL, PSNL, XGN and RDNT now ride a 2025 volume inflection as health-system labs outsource high-complexity genomics and imaging-labs converge, setting the stage for double-digit top-line growth and strategic M&A.
MedTech Long '25: Centralized Lab Diagnostics tracks 4 publicly listed stocks in this theme: EXAS, GH, GRAL, XGN. See the constituent table for details.
Thesis update: 2025-05-08
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 |
|---|---|---|---|---|---|---|---|---|
Exact Sciences CorporationEXAS | 02/13/2026 (AMC) | — | 0.00% | — | 1.62% | — | $20.03B | 25.0000 |
Guardant Health, Inc.GH | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -3.08% | 3.74% | -10.51% | 2.60% | $13.02B | 25.0000 |
GRAIL, Inc.GRAL | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -50.55% | 12.74% | 8.35% | -2.80% | $2.62B | 25.0000 |
Exagen Inc.XGN | 05/11/2026 (AMC) | 05/11/2026 (AMC) | -2.77% | 25.76% | 25.95% | 0.54% | $89.7M | 25.0000 |
| Average | -14.10% | 14.08% | 6.35% | 0.11% | $8.94B | 25.0000 | ||
| Median | -2.93% | 12.74% | 4.98% | 0.54% | $7.82B | 25.0000 | ||
| Std Dev | 21.08% | 9.04% | 13.18% | 2.23% | $8.03B | 0.0% | ||
| Min | -50.55% | 3.74% | -10.51% | -2.80% | $89.7M | 25.0000 | ||
| Max | 0.00% | 25.76% | 25.95% | 2.60% | $20.03B | 25.0000 | ||
| % Positive Tickers | 0.00% | 100.00% | 75.00% | 66.67% |
* 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%.