Guardant Health

Natera

NOTES: Natera: Selling Ghosts: Natera's Precision Oncology Mirage

Natera is selling a subscription model for survival, but the financial architecture is bleeding. An analysis of the reimbursement void in precision oncology and the corporate mirage of standard-of-care diagnostics.

Guardant Health

AUDIT: Guardant Health: The Blood Ledger: Scaling the Illusion of Precision

Katie dissects Guardant Health's aggressive market penetration strategy, explaining how massive volume surges in the Shield liquid biopsy test secure institutional adoption despite underlying margin friction.