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2021-06-08

Goldman's Sacks

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

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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs picks the health tech stocks set for a post-pandemic boom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 13:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/08/goldman-sachs-health-tech-stocks-to-buy.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/08/goldman-sachs-health-tech-stocks-to-buy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EXAS":"精密科学","NEO":"NeoGenomics","GH":"Guardant Health Inc.","CDNA":"CareDx"},"source_url":"https://www.cnbc.com/2021/06/08/goldman-sachs-health-tech-stocks-to-buy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1177192193","content_text":"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 diagnostics sector for the first time, picking four companies they say are innovative and can diversify revenues across multiple products, according to a research note published Wednesday.Testing for coronavirus has become part of everyday life for many people — and it has meant the authorization process for such kits has sped up.As a result, says Goldman, firms in the diagnostics sector are likely to come out of the pandemic “stronger and faster growing,” boosted by the speedier approvals process for health tests as well as cheaper technology and more demand from an ageing population.The bank’s buy-rated picks are:Exact Sciencesis the largest cancer diagnostics company by revenue, Goldman said, and the analysts like it for its “strong” gross margin of 70%, which is set to increase to 76% over three years, as well as the firm’s expansion into early detection testing. “Its large commercial organization allows the company to commercialize new products more rapidly into the already established infrastructure,” the analysts wrote, adding that its entry into the $50 billion multi-cancer early detection (MCED) market provides “long-term upside opportunity.”Oncology lab NeoGenomics has “strong organic revenue growth of more than 20%,” and processes a million cancer tests per year, “the most of any U.S. lab company,” Goldman said. 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.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/117865899"}