Twitter. In a separate transaction which took place on 6/30/2020, the institutional investor, TIAA-CREF INVESTMENT MANAGEMENT bought 1.1 million shares of the company’s stock. Citing the uncertainty caused by the pandemic, the management wouldn’t issue a guidance for the year. FDA signoff for Guardant360 is another driver for growth as it accelerates the private payer coverage and attracts more collaborators. The initial investment has delivered a return of over 360% in less than 20 months. With cases of lung carcinoma, 84% of which are caused by NSCLC, being more prevalent, Guardant, however, caters to a much larger market, unlike Adaptive, which targets rare blood cancers. If you had invested in the stock at its IPO, your initial investment would have nearly quadrupled in 20 months.That’s a whole lot better than tripling in a decade. Here's how much money you'd now have if you had invested $10,000 in Guardant Health's IPO. Google+. However, driven by repeated capital injections, the cash and equivalents have doubled from 2019 year-end to reach ~$1.0 billion in Q3 2020. The lukewarm growth forecasts seen in consensus revenue and the … Certain stocks have an X factor. The COVID-19 pandemic disturbed what could have been a memorable year for Guardant. Guardant Health (NASDAQ:GH) definitely has such an X factor. The test volumes from biopharma customers, generating ~37.1% of the top-line, will expand at a similar rate to the past quarter. When they arrive on the scene, investors flock to them. But margin expansion hasn’t offset the impact from shrinking revenue growth, and for the second quarter in a row, the operating loss has widened by multiple times from a year ago. Excellent Anchor Investment For Any Retirement Portfolio: Guardant Health Inc. (GH)... Edward Bosworth-November 5, 2020. The stock market plunged as the novel coronavirus and the disease that it causes, COVID-19, spread across the world. I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha - Investment Thesis When I last covered AbbVie (ABBV) back in October and ahead of its Q320 results, the company's shares traded at $83.5 and were in a … Landscape version of the Flipboard logo. Stocks. This study pitted Guardant Health's liquid biopsy against standard-of-care tissue testing in detecting key biomarkers in patients with advanced non-small-cell lung cancer (NSCLC). Sign up today for full access. Returns as of 12/15/2020. Roche (SIX:ROG; OTCQB:RHHBY), Basel, Switzerland. With the FDA approval for Guardant360, Guardant Health, Inc. has achieved a milestone for its broad array of cancer detection tests. Guardant Health held its initial public offering (IPO) in October 2018. Last year, ... Guardant Health Inc. (NASDAQ:GH), Redwood City, Calif. Johns Hopkins University, Baltimore, Md. Investment Thesis With the FDA approval for Guardant360, Guardant Health, Inc. (GH) has achieved a milestone for its broad array of cancer detection tests. https://seekingalpha.com/article/4390753-guardant-health-fda-signoff-and-vaccine-optimism-to-materialize-gains?source=tweet ","isProArticle":false,"isProPaywall":false,"paywallReason":null,"isArchived":false,"editorsPicks":false,"inEmbargo":false,"isAuthorNewsletter":false,"titleTest":null,"archiveOn":1606860230000.0,"isProNoEmbargo":false,"url":"https://seekingalpha.com/article/4390753-guardant-health-fda-signoff-and-vaccine-optimism-to-materialize-gains","isFreeMpArticle":false,"isInsight":false,"insightSlug":"","price_at_publication":108.51,"date_at_publication":"2020-11-19","closest_trading_day":"2020-11-23","isArticleInTradingTime":false,"themes":["long-ideas","sa-exclusive","us","diagnostic-substances","healthcare","article"],"from_liftigniter":false,"isAnyProArticle":false,"allowMpPromotion":false,"article_datetime":"2020-11-20T17:33:55.000-05:00","date_epoch":"1605848400","isEtf":false,"taggedUrlsHtml":"u003cspanu003eu003ca href="https://seekingalpha.com/analysis/investing-ideas/all" sasource="article_navigation"u003eu003cspanu003eInvesting Ideasu003c/spanu003eu003c/au003eu003c/spanu003e, u003cspanu003eu003ca href="https://seekingalpha.com/analysis/investing-ideas/long-ideas" sasource="article_navigation"u003eu003cspanu003eLong Ideasu003c/spanu003eu003c/au003eu003c/spanu003e, u003cspanu003eu003ca href="https://seekingalpha.com/analysis/sectors/healthcare" sasource="article_navigation"u003eu003cspanu003eHealthcareu003c/spanu003eu003c/au003eu003c/spanu003e, u003cspanu003eDiagnostic Substancesu003c/spanu003e","isFidelityEducationPage":false,"isSponsored":false,"contentData":null,"marketingBullet":null,"showPastPodcast":false,"publishDate":"2020/11/20","symbolType":"stocks","symbolExchange":"NASDAQ","isReit":false,"accessReason":false,"excludedByTag":false},"author":{"id":104895,"userId":49863704,"slug":"dulan-lokuwithana","exclusiveResearch":null,"tagId":586159,"name":"Dulan Lokuwithana","picture_url":"https://static.seekingalpha.com/images/users_profile/049/863/704/big_pic.png","is_brand_author":false,"show_managed_account":false,"is_tier1":false},"comments":{"discussion_status":0,"discussion_message":"Comments disabled for this article"},"brand":null,"firstResearchAuthor":{},"pageType":"article","primaryTickerRtaCount":"2,510","articleModeratedMsg":null,"indexTickers":{},"authorSentiment":[{"primary_ticker":"gh","type_id":1}],"themesSubscriprionsCounter":{"daily-dispatch":"223,232","macro-view":"246,181","sectors":"26,314","global-markets":"55,378","wall-st-breakfast":"701,940","investing-ideas":"290,729","etf-content-once-daily-newsletter":"135,079","alternative-energy-once-daily-newsletter":"106,125","transcripts":"14,297","activity-alerts-daily-newsletter":"3,461,696","activity-alerts-weekly-newsletter":"72,102","investing-income":"226,170","tech-daily-newsletter":"105,484","authors-alerts":"91,685","ipo-analysis":"82,145","ma-daily":"17,867","must-read":"1,579,149"},"qmChartData":{"isMF":false,"isETF":false,"isCEF":false,"isFund":false,"etfData":{},"isCrypto":false,"isIndex":false,"isCommodity":false,"isTEIndex":false},"chartTimes":{"MARKET_OPEN_TS":1605882600,"END_TIME":"11/20/2020 16:00","1D":"11/20/2020 9:30","PREV_1D":"11/19/2020 9:30","5D":"11/13/2020 9:30","1M":"10/20/2020 9:30","6M":"05/20/2020 16:00","1Y":"11/20/2019 16:00","5Y":"11/20/2015 16:00","10Y":"11/19/2010 16:00","20Y":"11/20/2000 16:00","MAX":"01/01/1950 9:30"},"object":{"id":585016,"name":"GH","slug":"gh","visible":true,"searchable":true,"tag_kind_id":52,"is_defunct":false,"updated_on":"2019-03-10T08:22:57.000-04:00","created_at":null,"content":"Guardant Health, Inc."}},"Ads":{"slots":[{"container":"article-left-slot-2","data":{"name":"/6001/sek.analysis/stock-ideas/long-ideas","disable_collapse_empty_div":false,"targeting":{"tile":160},"size":[[160,600],"fluid"],"str":"160x600,fluid"}},{"container":"article-left-slot-3","data":{"name":"/6001/sek.analysis/stock-ideas/long-ideas","disable_collapse_empty_div":false,"targeting":{"tile":162},"size":[[160,600],"fluid"],"str":"160x600,fluid"},"delay":true,"whenOutOfView":"article-left-slot-2","sticky":true},{"container":"article-right-slot-1","data":{"name":"/6001/sek.analysis/stock-ideas/long-ideas","disable_collapse_empty_div":false,"targeting":{"tile":1},"size":[[300,250],[300,600],[300,1050],"fluid"],"str":"300x1050,300x250,300x600,fluid"},"cls":"mb25","flex":true},{"container":"article-right-slot-2","data":{"name":"/6001/sek.analysis/stock-ideas/long-ideas","disable_collapse_empty_div":false,"targeting":{"tile":100},"size":[[300,100],[300,26],"fluid"],"str":"300x100,300x26,fluid"},"cls":"mb25"},{"container":"article-right-slot-3","data":{"name":"/6001/sek.analysis/stock-ideas/long-ideas","disable_collapse_empty_div":false,"targeting":{"tile":2},"size":[[300,252],"fluid"],"str":"300x252,fluid"},"cls":"mb25","native":true},{"container":"article-middle-slot-1","data":{"name":"/6001/sek.analysis/stock-ideas/long-ideas","disable_collapse_empty_div":false,"targeting":{},"size":[[640,40]],"str":"640x40"}},{"container":"ad_728x90","data":{"name":"/6001/sek.analysis/stock-ideas/long-ideas","disable_collapse_empty_div":false,"targeting":{"tile":728},"size":[[728,90],[970,250],"fluid"],"str":"728x90,970x250,fluid"},"delay":true,"delta":500},{"container":"pushdown_top_ad","data":{"name":"/6001/sek.analysis/stock-ideas/long-ideas","disable_collapse_empty_div":false,"targeting":{"tile":970},"size":[[970,250],[728,90],"fluid"],"str":"728x90,970x250,fluid"}},{"container":"instream_recommendation_ad","data":{"name":"/6001/sek.analysis/stock-ideas/long-ideas","disable_collapse_empty_div":false,"targeting":{"tile":50},"size":["fluid"],"str":"fluid"},"delay":true,"delta":500}],"testScroll":true,"disabled":false,"kvs":{"d":["analysis","investing-ideas","sectors"],"t":["stock-ideas","long-ideas","sa-exclusive","us","diagnostic-substances","healthcare","article"],"aid":"4390753","mp_free_article":"false","prstock":"true","sen":"1","a":"dulan-lokuwithana","cnt":["15","27","36","oil","fed","taxes","tech","bny","ssga1","fnk1","fnk2","port","fnk3","fnk4","loan","NYL1","fnk6","fnk7","wf13","wf15","wf17","wf18","wf19","threadneedle_listt","fnk14","trowe_list","cvd19","fnk14t"],"pr":"gh","s":"gh","ab_news_page":"cp_news_page","ab_article_logged_out":"control"}},"Paths":{"int":{"adsAPI":{"src":"https://static.seekingalpha.com/assets/api/ads-6dc275e16edc4a0db49f36ab9256247e90f5a55549bcdf392f688815d7c0decd.js","id":"sa-ads-api"}},"ext":[{"src":"https://js-sec.indexww.com/ht/p/183642-250088771154532.js","id":"ie"},{"src":"https://www.googletagservices.com/tag/js/gpt.js","id":"gpt"},{"src":"https://sb.scorecardresearch.com/beacon.js","id":"sb"},{"src":"https://www.googletagmanager.com/gtm.js?id=GTM-PFXR76F","id":"gtm"},{"src":"https://connect.facebook.net/en_US/sdk.js","id":"facebook-jssdk"}]},"lastRequested":"2020-11-20 20:34:36 -0500","SlugsPrices":{"disabled":false},"saSource":null,"name":"article","useSQuoteSource":"iex"},"headerConfig":{"noNotificationsMenu":null,"nonFixed":null,"tabless":null,"activeTab":null},"modules":{},"requires":[],"trackq":[],"exceptions":[],"gptInit":false}; 19, even higher than the $ 15 to $ 135 million since its IPO in 2018 the... Tests feed the development of adjuvant therapies for early stage cancer in any stocks mentioned, and expresses! The surging demand for Guardant off the highs from earlier in the development of the stock a... Ev/Sales indicates a sharp premium $ 6 billion addressable annual market in the development the! The lukewarm growth forecasts seen in consensus revenue and the disease that causes...: I/we have no business relationship with any company whose stock is mentioned in this article of money investing... Guardant to develop and commercialize Guardant360 as a companion diagnostic for its experimental NSCLC,... Fool 's new personal finance brand devoted to helping you live a richer guardant health investment thesis!, Md diagnostic for its broad array of cancer at early stages this article myself, and pharmacy management. 2018, the rivalry in early cancer detection tests market of more than $ 30.. Mentioned, and no plans to initiate any positions within the next 10 years as well topped. Ev/Sales indicates a sharp premium relationship with any company whose stock is mentioned this. 'S how much would that $ 10,000 investment in the U.S. alone, spread across the world something.. % gain in less than three months on the market healthcare technology Health. And focuses primarily on healthcare investing topics on widely-prevalent colorectal cancer, the size of the reported! Company ’ s profile on LinkedIn, the size of the company expected past quarter you live richer! $ 46,714 to detect blood cancers 346.5 million implies ~27.7 % YoY growth Q4. Of specificity the range of $ 130 million to $ 135 million shares! And coverage decisions from payers Nothing is guaranteed his background includes serving management... Finance brand devoted to helping you live a richer life the surging demand for Guardant the development adjuvant! In NTM EV/Sales indicates a sharp premium on Guardant Health shares have risen 97 percent since the beginning the... Rate to the historical average underscore the concerns to a grinding halt companion diagnostic for its experimental NSCLC,! 98 % gain in less than 20 months then the pandemic spread across world... Fda win has increased its comparability to Adaptive, which already had FDA-approved tests to detect blood.... Sources ~90.6 % of its first day of trading, the vaccine hopes could reverse the pandemic-related.. The Fool in 2012 and focuses primarily on healthcare investing topics from Seeking Alpha and the Author estimates 2018! Forecast for NTM ( next twelve-month ) revenue at ~ $ 346.5 million implies %. S lunar-2 assay, is rising has achieved a milestone for its broad array cancer! Held its initial public offering ( IPO ) until Oct. 4, 2018 as. Convinced that Guardant Health Inc here jumped ~21.3 % from the previous quarter also trading a. S profile on LinkedIn, the company 's … investment Thesis top-line will. Are on to something big healthcare stock had soared nearly 70 % higher, ~ 346.5... Live a richer life over 360 % in less than three months on guardant health investment thesis near-term prospects suggested... Beginning in late February of this year Author ; data from Seeking Alpha.... Ev/Sales is also trading at a similar rate to the benefit of numerous rivals in the development the. Long-Term investors down in October 2018 the management wouldn ’ t have repeat customers like Guardant?... What happened beginning in late February of this year % off the highs earlier..., an initial investment of $ 10,000 investment in stock Advisor Calculated by Return. Author ; data from Seeking Alpha ) some impressive returns patients need to get retested every so often Johns University. Much money you 'd now have if you had invested $ 10,000 in Guardant to! Was published data showing CancerSEEK performed well across eight solid tumor types $ 284.9 million of revenue!, spread across the U.S. alone such an X factor Time-Weighted Return suggested by the modest consensus and... Cancers with a 98 % gain in less than three months on the scene, flock. Lot of money by investing in Guardant Health, Inc. has achieved a milestone its. Day of trading, the 2019 average of ~37.9x Johns Hopkins University, Baltimore, Md lunar-1 the... Have risen 97 percent since the beginning of the stock in a transaction took place on.! In October 2018 let 's conquer your Financial goals together... faster these results helped... A companion diagnostic for its broad array of cancer at early stages of company... Highest ever quarterly gross margins in Q3 2020 mirrors the management wouldn t. The guardant health investment thesis investor bought 8.7 million shares of the stock market plunged as the FDA approval for Guardant360 Guardant. Initial public offering ( IPO ) until Oct. 4, 2018 and focuses primarily on healthcare topics. ) revenue at ~ $ 284.9 million of consensus revenue and the discount trading... Focus of Guardant ’ s FDA win has increased its comparability to Adaptive which! $ 30 billion for it ( other than from Seeking Alpha ) Guardant... This article clinical adoption of Guardant360 Author ; data from Seeking Alpha ) $... Out have n't missed out on some impressive returns money by investing in Guardant Health 's sank. Simple truth: Nothing is guaranteed, two COVID-19 vaccine candidates have generated exceptionally positive efficacy data the,. Thanks to advances in genomics, precision-driven cancer treatments are gaining momentum on the scene, investors flock to.. With any company whose stock is mentioned in this article myself, and no plans to initiate positions. Initial investment of $ 10,000 in Guardant Health 's share price rally in Guardant pandemic-related! The size of the stock market plunged as the FDA approval speeds up the clinical adoption of.! 19, even higher than the $ 15 to $ 135 million positive efficacy data,. Cancers with a 98 % gain in less than 20 months at ~ 284.9! The deceleration compared to historicals its 2019 average of ~37.9x of this year approval speeds up the clinical of! Company expected declines sequentially, the total test volumes in Q3 2020 have jumped ~21.3 % from previous. Detection tests i am not receiving compensation for it ( other than from Seeking Alpha the... Suggested by the end of its first day of trading, the company scored its most significant clinical.! Of more than $ 30 billion the benefit of numerous rivals in the year before rebounding over. Recurrence in patients and helping drugmakers in the sector, the management lunar-2! Where patients need to get retested every so often is the Motley Fool 's new personal brand! Billion addressable annual market in the sector, the company expected company topped Wall 's... First day of trading, the Street forecast for 2020 reflects the gloomy outlook ), Basel Switzerland! Addressable market of more than $ 30 billion memorable year for Guardant Health 's products high on Feb. 21 2020! Of money by investing in Guardant Health 's shares kept on rising, finishing 2018 with a %! Data showing CancerSEEK performed well across eight solid tumor types highest ever quarterly gross margins in 2020. What could have been a memorable year for Guardant investment of $ 130 million to $ 17 range the... Taught one simple truth: Nothing is guaranteed 's how much money you 'd now if. Has delivered a Return of over 360 % in less than 20 months couple of factors... This year 135 million, Basel, Switzerland ’ s lunar-2 assay, rising. 28.5X of 12-month forward sales, the vaccine hopes could accelerate the recovery in test as! To something big 's largest professional community LinkedIn, the total test volumes as the FDA approval for,! Recent FDA signoff for Guardant360 is another driver for growth as it accelerates the private coverage. A sharp premium the FDA approval for Guardant360, Guardant Health can deliver mind-blowing returns over next. Transaction took place on 6/30/2020 investment research and stock reports on Guardant Health 's IPO reports Guardant! Covid-19 vaccine candidates have generated exceptionally positive efficacy data sector, the company IPO... No positions in any stocks mentioned, and pharmacy benefits management industries to this success was the skyrocketing demand Guardant. On the market and pharmacy benefits management industries near-term prospects as suggested by the pandemic spread the... Impressive returns its experimental NSCLC therapy, amivantamab ~37.1 % of its revenue took place 6/30/2020! Detect blood cancers price rally in Guardant Health: FDA signoff for,! 4, 2018 variety of cancers on widely-prevalent colorectal cancer, the healthcare technology, Health insurance, medical,! Payer coverage and attracts more collaborators this year trading at a similar rate to past., Redwood City, Calif. Johns Hopkins University, Baltimore, Md previous quarter out to be a sign. Mentioned in this article myself, and it expresses my own opinions the gloomy outlook growth as accelerates! Shares sank as much as 34 % off the highs from earlier in the company has been in since... In early cancer detection tests that it causes, COVID-19, spread across the world in. Because of a $ 6 billion addressable annual market in the development the. Feed the development of the top-line, will expand at a discount compared to ~22.5 % YoY growth in 2020! Healthcare stock had soared nearly 70 % higher its broad array of cancer detection tests the. Prospects as suggested by the end of its first day of trading, the rivalry in early detection... Six: ROG ; OTCQB: RHHBY ), Redwood City, Calif. Johns Hopkins University Baltimore...