Kijk, onderstaande mening van een Amerikaanse analyst geeft de (MDXH-)burger weer wat moed:
EXACT Sciences shares are tumbling 46% to $100, after the USPSTF issued its draft recommendation for colorectal screening guidelines and surprisingly did not include the company’s Cologuard in its “A” or “B” listed group of testing modalities.
Canaccord analyst Mark Massaro commented: “Our view is that the proposed guidelines are not favorable to EXAS, though we think EXAS will deploy any and all resources possible to influence the Task Force in the 30-day public comment period to “optimize” Cologuard’s position in the guidelines. With the stock set to open down 45% (traded to ~$10 after hours), the stock is set to price in a lack of inclusion; but, in our view, the unclear language on an “alternative screening test” and the likelihood of intense lobbying pressure from multiple stakeholders in our mind may land Cologuard into the final USPSTF guidelines after all.”
The analyst reiterated a Buy rating on Exact Sciences shares, with a price target of $26, which implies an upside of 146% from current levels.