Gilbert Gerber

Exact Sciences: Thanks For The Party, Where Is The Exit?

In the last few days I had been working on an update of my January piece. It was both a fundamental and a comprehensive analysis of the colorectal cancer screening market and of the two front-running companies in the field of innovative, non-invasive early detection: Berlin based Epigenomics AG (OTCQX:EPGNF) and Madison based Exact Sciences Inc. (NASDAQ:EXAS). (The Seeking Alpha article is itself a summary of a paper that can be downloaded from my homepage)

The bottom line was unambiguous:

"EpiProColon is not a perfect test, but it brings to the party all you need to revolutionize the CRC early detection market: 1) performance is good enough and at least matches the performance of FIT, ...
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