Cool innovation in cancer screening: liquid biopsy

Signals (methylation status) from blood samples + DNA sequencing

https://www.wsj.com/articles/cancer-screening-leaps-forward-11593973586

$ILMN $GH #Grail

ARK on DNA methylation: similar to bold-facing certain letters of the genome

Benefit is that requires less sequencing but surfaces more info

https://twitter.com/sbarnettARK/status/1280214868461789186?s=20

$GRAL $GH

Liquid biopsy entering mainstream USA Today news

Benefits: 1) multiple tests to track tumor changes / residual disease after surgery; 2) convenience; 3) find clinical trials for patients w/ advanced cancer; 4) potential for earlier detection

https://www.usatoday.com/story/news/health/2020/09/03/cancer-fda-approves-liquid-biopsy-tests-can-improve-treatment/5644829002/

$GH $GRAL

Grail $GRAL filing to go public

Timeline: launch its blood test to detect cancer - Galleri- as a laboratory developed test in 2021+ seek FDA approval in 2023 https://twitter.com/matthewherper/status/1303659723523321857?s=20

Good thread on pros / cons on $ILMN re-acquiring $GRAL

Summary: Good asset, but building infrastructure of a oncology diagnostic co is not easy + some R&D risk + more complicated investor narrative

https://twitter.com/sbarnettARK/status/1308096536962904064?s=20

#liquidbiopsy