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Disruption has redefined health care in the past decade. For private practice physicians, the biggest disruptor has been consolidation.
Cologuard® expects to make over $1 billion in 2020. 16 Takeaways you must know from Exact Sciences Q4 2019 Earnings Call
Exact Sciences continues to be upbeat about Cologuard® and its overall business. The company expects revenues of $1.61-$1.645 billion in 2020 (Screening: $1.125-$1.15 billion and Precision Oncology: $485-$495 million). They are due to launch a liver cancer test in the second half of 2020.
Gastroenterology investment dominated the specialty in 2019, with no signs of slowing down in 2020. Here, NextServices President and Co-founder Praveen Suthrum examined the current PE landscape in GI and offered insights into the future.
Cologuard® plans to capture 40% market share. 21 takeaways from Exact Sciences Q3 2019 Earnings Call
Did you listen to the latest quarterly earnings call of Exact Sciences on October 29th? It was insightful.
It has been a busy year for GI consolidation. Sometimes we don’t realize the pace of activity unless we look at it all at once (see this illustration).
We were recently at the GI Outlook 2019 conference in LA. As with GI Roundtable, the conference attracts GI leaders interested in the business of gastroenterology. Topics and discussions gave plenty of insights of what concerns the GI industry at this time. Big insurances. Private equity. Colonoscopy. Private equity. Burnout. Private equity. MSOs. Did I mention private equity?
A PE fund recently wanted to pick my brains on their investment strategy. They found me through my book. It wasn’t just any investment strategy. It was about finding their sweet spot in gastroenterology. How should they fit in? How should they stand out? Where’s everything going?
Every once in awhile there comes a well-researched and clearly-written book that deserves to be read end-to-end. While Dr. Eric Topol’s Deep Medicine’s compass points to the future, the book’s heart is rooted in compassion and deep concern for patient care.
There are a few GI investment models brewing. Some of these are beyond private equity (PE). Read on for insights on what’s underway.