Goldman Sachs picks the health tech stocks set for a post-pandemic boom

cnbc2021-06-08

Goldman Sachshas started covering a rapidly growing, high-margin health tech sector that it says is set for a post-pandemic boost.The Wall Street firm’s analysts have issued stock ratings in the ...

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精彩评论

Chinleong
2021-06-08
Chinleong
Buy some health tech stocks while price is undervalued
- MeECainiao:
  Merck?
Domgoh77
2021-06-08
Domgoh77
Wow
cozyli
2021-06-08
cozyli
Wow
Cadmus287281
2021-06-08
Cadmus287281
Love
- WayneSing:
  please reply this thanks
Tubaron
2021-06-08
Tubaron
Wow
Roticanai
2021-06-08
Roticanai
Like

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The bank also likes its acquisitions of competitors Clarient and Genoptix, as well as its commercial infrastructure that makes it easier to sell to customers. “We see significant upside ahead,” the analysts wrote.Guardant Health(GH), which carries out blood tests known as liquid biopsies, has a gross margin of 68%, which Goldman expects to reach 70% over several years. “GH has shown an unmatched ability to develop innovative and highly accurate diagnostics with high clinical utility,” the bank’s analysts wrote. Goldman also said the stock has “significant long term upside potential” due to opportunities in the MCED market.Organ transplant testing company CareDx has a “large share” of a growing sector, with the total addressable market growing from “a few” billion dollars to almost $12 billion, Goldman said. CareDx specializes in non-invasive testing for kidney, heart and lung transplant patients, which reduces complications and costs. The bank also likes its involvement in the whole “value chain” from donor matching to post-transplant care.A “drastic” reduction in the cost of genetic-sequencing technology has boosted the diagnostics industry significantly, Goldman said, and an ageing population is likely to increase spending on testing. Added to this, the approvals process for health testing sped up during the pandemic and a new Rapid Acceleration of Diagnostics program put in place by the National Institutes of Health is likely to benefit the industry, with it emerging “stronger and faster growing” as a result, the bank added.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":117612178,"gmtCreate":1623137218194,"gmtModify":1634036557443,"author":{"id":"3559098973692807","authorId":"3559098973692807","name":"Chinleong","avatar":"https://static.tigerbbs.com/6dbcd389c42e41aa06c692b423858c4c","vip":1,"crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3559098973692807","idStr":"3559098973692807"},"htmlText":"Buy some health tech stocks while price is undervalued","listText":"Buy some health tech stocks while price is undervalued","text":"Buy some health tech stocks while price is undervalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/117612178","repostId":1177192193,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4644721,"gmtCreate":1623211980219,"gmtModify":1635331170581,"authorId":3581891191147315,"author":{"id":3581891191147315,"idStr":"3581891191147315","authorId":3581891191147315,"name":"MeECainiao","avatar":"https://static.tigerbbs.com/ac59ac1f4613e49ec035c7ac51b5ef13","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":117612178,"type":1,"supId":0,"prevId":0,"content":"Merck? 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