Jul. 1 at 10:33 PM
$MDXH $XGN $VCYT $CDNA $MYGN
$MDXH is the best combo of growth and value in diagnostics. 1.3x sales, 20% growth for 16 straight quarters with long runway ahead. Turning profitable this qtr, as they leverage costs and grow without adding sales reps.
I expect 20%+ growth going forward-
$15MM+ EBITDA in 26 and
$30MM+ in 27, making this trade at <5x 27 ebitda while growing rev 20%+. Stock at
$2.12, my 18 month price target is
$8.
I wrote it up- if interested, dm me and I will send.
