Nov. 22 at 8:24 PM
$MDXH Some naive thoughts on Q4 revenue. So while they did not improve full year guidance I feel like there is a strong chance to beat the existing one. They only had 1/6th quarter contribution from Exo in Q3. So since Exo is 25mm a year minus 5mm that should add
$4M on top of Q3. Resolve had such an unbelievable QoQ growth. I wonder if there was some one time effect or if this could possibly continue. If so that could be another say 2-3mm. The tissue ASP seems to fluctuate a bit and Q3 was on the low side. If that returns to the mean that could be an additional 1mm. And possibly some of their exo/tissue cross opportunity materializes. Combined I get to around
$31.5 -
$35.5+ for Q4. So my low side would be on the high side of the full year guidance. And on the high side that would be an anualized
$140M without germline and organic growth. Any thoughts? Or is this just idle speculation?
