Hanna Forster's Discussion of MRD Acceptance

Over at Linked In, consultant Hanna Forster has a nice discussion of progress & factors in the widening usage of MRD testing in oncology.   Find it here:

https://www.linkedin.com/posts/activity-7310933641553993729-gqy2/

You can pair her essay with Decibio consultant Amal Thommil, who reguarly updates on coverage for MRD testing at Linked In:

https://www.linkedin.com/posts/amalthommil_current-reimbursement-coverage-for-solid-activity-7300250398542413824-LBVG 

Forster on Market Cap Changes

Forster also has a new blog on year on year market cap changes for companies involved in NGS Dx testing.   Note the left column of her graphic is relative market cap growth.   Absolute market cap is the bar size.   Note that she includes the full market cap of companies, like Roche, for which NGS Dx is only a sliver of their market cap value.  

In the pure play NGS space, Natera is up 178% with a market cap of $20B.

https://www.linkedin.com/feed/update/urn:li:activity:7310274359103770625/

Inside and Outside the Bubble

As balance, I would just point back to my "outside the bubble" blog a few weeks ago.   "Inside the bubble," everything is full steam ahead for MRD testing, new applications, MRD thought leaders, etc.  But "outside the bubble," progress in guidelines or consensus review articles suggests slower progress.

See an article "more data is needed" in lung cancer by Normanno, here.   For another new review, see Bartolomucci in npj precision oncology, a review of ctDNA for treatment response.  Here, here.

See a new subscription article in Genomeweb, "more MRD CU outcomes are needed," here.   See also a new subscription article at  Genomeweb on precision medicine investments and barriers at instutions.