Jun. 2 at 3:04 PM
$BNGO The thesis is 100% a razor-and-blade model now. The new
$1,263 reimbursement code is a massive catalyst, but with limited unrestricted cash, can they scale flow cell sales fast enough to avoid heavy dilution before 2027? Keeping this on a strict watch list until Q3/Q4 filings to see the real data. What are you guys seeing on clinical adoption?