Illumina And Grail In 2025? Grounds For Optimism, If Mistakes Aren't Repeated

Summary

  • Illumina, Inc.'s acquisition of GRAIL, Inc. was disastrous and created all kinds of problems, but the company is refocusing on its profitable core gene sequencing business.
  • ILMN's revenue growth has plateaued, but its high operating margins and strategic product refinements make it a stable investment.
  • Grail, while promising, needs more time to establish itself in the market and currently faces significant financial challenges.
  • Both Illumina and Grail are rated as 'hold' due to past missteps and the need for a stable, trouble-free year ahead.

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Investment Overview

In my last note on Illumina, Inc. (NASDAQ:ILMN), the California-based gene sequencing “giant,” at the end of June, I covered the company's spin-out of the cancer testing company,

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This article was written by

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Edmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing group Haggerston BioHealth.

The group is for both novice and experienced biotech investors. It provides catalysts to look out for and buy and sell ratings. It also provides product sales and forecasts for all the Big Pharmas, forecasting, integrated financial statements, discounted cash flow analysis and market by market analysis. Learn more.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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