Nov. 25 at 4:29 PM
$LUCD @Investbythenumbers
If you think Jeff has done ANY DUE Diligence ask him to point out ANY major point he has been right on over the last 5 years on PAVM or LUCD. Just 1 major issue he has called right.
Castle Biosciences is the best comparison for LUCD not EXAS. WHY? CSTL is focused on the same niche, Esophageal Cancer as LUCD, it bought the John Hopkins version of Esoguard in 2025. Therefore it is a DIRECT COMPETITOR.
But despite being PROFITABLE, and having
$275M in the BANK, it is valued at 1X Revenue.
LUCD loses
$52M+ per year, is out of money Q3 2026 and needs to raise
$100M+ in Q2 2026 and has sales of
$5M so using CSTL as a comparison means it is OVERVALUED.
BTIG the analyst with a BUY on LUCD with input from LUCD management has a Price Target of
$1.25 in 2027. Thats just a fact. So should you believe Jeff that has been WRONG 100% of the time that believes
$5 is just around the corner or an analyst that is a professional and has the backing of a Wall Street firm?
