Mar. 17 at 3:24 PM
$PSNL The fundamentals haven't even kicked in yet!
The data licensing angle is unpriced optionality sitting on top of an already compelling reimbursement story.
Medicare coverage: breast ✅ lung ✅ IO pending. Neoadjuvant breast dossier clock started this week after a landmark JCO publication , 227 patients, 24 cancer centres showing NeXT Personal outperformed every standard clinical metric including pathological complete response.
43,000–45,000 tests guided for 2026. That's 170% volume growth. The longitudinal dataset compounds every single year.
$240M cash. No forced dilution. Management that raised
$109M at the highs.
The AI data story is what nobody is modelling yet~~