In short: Link's final trade (43:06); she owns it and buys dips. "I continue to like Natera. I've owned it for a while. I buy it on any pullback." — "a play on women's health, organ health and oncology."
Natera sells genetic blood tests: prenatal screening for pregnant women, tests that check whether a transplanted organ is being rejected, and a test that looks for traces of cancer returning after treatment. Link has owned it for a while and buys more whenever the stock dips, because each of those markets is still growing.
In short: A new high on strong numbers; BTIG raises to 320 from 290. Link: "it was a really good quarter — they beat and raised. Their minimal residual disease test, called Signatera, delivered 34,000 tests in the quarter sequentially; expectations were for 25,000. This is a total addressable market eventually to get to $7 billion, and these guys are number one in that space. And I just love this management team — they're really doing the right things in terms of investing where they should be."
Natera sells genetic tests, and its key product, Signatera, detects "minimal residual disease" — traces of cancer left in the bloodstream after treatment, which tells doctors whether a cancer is coming back before a scan would show it. The quarter beat badly: 34,000 tests delivered against expectations of 25,000, and the company raised guidance.
Stephanie Link's case is that this is a market that barely exists yet — eventually worth around $7 billion — and Natera is the number-one player in it. She also credits management for "investing where they should be" rather than harvesting early profits.
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