Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

For A Wild Ride, Consider GenMark Diagnostics

I really don't know if the next five years at GenMark Diagnostics (NASDAQ:GNMK) are going to be more like Luminex (NASDAQ:LMNX) or more like Cepheid (NASDAQ:CPHD). If it's the former, the stock will chop around a lot as the company struggles to establish its system as a preferred option in multiplex molecular diagnostics testing. If it's the latter, GenMark will see strong adoption of a fast, accurate, easy-to-use system that becomes a new must-have in hospitals and reference labs.

I like GenMark's technology and I think there is room in the market for a strong automated multiplex MDx system. By no means does that guarantee success, though, and investors are going to have to...

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