PM Portfolio Manager Reports

From Portfolio Manager reports

Diagnostics, Monitoring, And Lab Data

This node covers the lab-testing and clinical-evidence layer of the healthcare technology stack: specimen collection, central laboratory processing, molecular assays, liquid biopsy, sequencing instruments, sample-prep workflows, lab automation, service contracts, and clinical data products. Aging demand matters here because older patients use more routine lab work, oncology testing, chronic-disease monitoring, transplant surveillance, and screening. The shareholder mechanism is narrower than test volume: a company has to turn a test, instrument, assay, service contract, or data product into reimbursed revenue, stable average selling price, collected cash, guideline adoption, consumable pull-through, or lower lab workflow cost.

Report boundary: this node is a tactical report layer. It ranks the current value-chain basket, confirmation triggers, invalidation checks, and chart provenance. Durable research, claim IDs, raw source registries, and sector thesis maintenance stay in the linked knowledge pages. Price and volume context comes from read-only discovery daily_ohlc through 2026-06-18.

Current Setup

Paid evidence gate Test demand helps only when coverage, collections, and workflow economics hold.

Direct diagnostics have the clearest conversion route; broad tools names need instrument utilization, recurring consumables, service attach, or customer funding evidence before lab activity becomes shareholder cash.

Positive proof DGX, NTRA, GH, VCYT, and TEM show direct testing or clinical-data revenue. Q2 and Q3 need volume, ASP, payer coverage, gross margin, and cash conversion moving together.
Conversion gate Coverage and collections decide whether volume pays. Watch RPR, ASP, denials, DSO, payer policies, guideline adoption, and free cash flow.
Primary constraint Tools demand is still funding- and capex-sensitive. ILMN, QGEN, A, DHR, and TMO need utilization, consumables, service, order breadth, and China/tariff control.
  1. Demand sourceAging patients + oncology
  2. Lab actionTest, sequence, automate
  3. Payment routeCoverage, ASP, claims
  4. Proof pointMargin, cash, reuse

Selected-security right-rail charts use weekly bars aggregated from discovery daily_ohlc through 2026-06-18. The latest week is partial; confirmation triggers require a completed weekly close. Static setup thresholds from the prior 2026-06-11 package should be refreshed before use as current trading evidence. Fundamental claims route to the Health Care sector lane, reimbursement-dispersion theme, AI biology validation theme, funding-dependency theme, and linked security lanes.

Basket

This basket is inherited from the parent theme and hand-reranked for this node. Ranking uses source-backed diagnostics economics first, financial conversion second, and chart timing only as a secondary check. VCYT moves into the core because its fresh filed lane shows a direct genomic-testing revenue model with Q1 2026 testing revenue, Decipher/Afirma growth, raised guidance, and positive operating cash flow. Direct paid-test names come first; sequencing, molecular workflow, and broad lab-tool platforms follow because they are one step further from reimbursed patient volume. No new watch-only names were added.

DGX Quest Diagnostics

National reference-lab network with the clearest route from aging test demand to paid requisitions and collected claims.

Market cap$20.7B
Next earningsNot confirmed
Latest qtr revenue$2.895B

Role in stack

Quest collects specimens from physicians, hospitals, health systems, employers, consumers, and payer channels, then processes routine, advanced, cardiometabolic, Alzheimer's blood-test, and oncology monitoring work through a national lab network.

Revenue mix

Diagnostic Information Services generated $2.832B of Q1 2026 revenue, about 98% of total revenue. Requisition volume rose 10.9%, while revenue per requisition fell 1.3%, so mix quality and collections remain the gate.

Proof burden

Requisition growth needs stable revenue per requisition, payer mix, denials, DSO, margin, and free cash flow so acquisition-aided volume becomes collected revenue.

NTRA Natera

Specialty molecular diagnostics platform with high-growth cfDNA testing across women's health, oncology, and organ health.

Market cap$27.7B
Next earningsNot confirmed
Latest qtr revenue$696.6M

Role in stack

Natera sells and processes specialty molecular tests for women's health, oncology MRD, organ health, and biopharma customers. The economic route is payer coverage, ASP, test volume, lab scale, and cash generation.

Revenue mix

Q1 2026 revenue was mostly product/test revenue in one reportable segment. The company processed about 1.014M tests, including 258,900 oncology tests, so oncology mix and collections matter more than a segment split.

Proof burden

Oncology and organ-health growth need payer coverage, ASP, collections, lab-scale margin, and cash flow to keep test volume from becoming only working-capital load.

GH Guardant Health

Liquid-biopsy and screening platform with oncology tests, Shield CRC screening, and biopharma data exposure.

Market cap$12.7B
Next earningsNot confirmed
Latest qtr revenue$301.7M

Role in stack

Guardant turns blood samples into oncology treatment selection, recurrence monitoring, CRC screening, companion diagnostics, and biopharma data. The conversion gate is Shield payer mix and ASP, follow-up capacity, Reveal reimbursement, and cash burn.

Revenue mix

Q1 2026 revenue was split across Oncology at $205.0M, Biopharma and Data at $53.0M, Screening at $41.6M, and Licensing/Other at $2.1M.

Proof burden

Shield, oncology, and Reveal need reimbursement, follow-up capacity, clinical utility, gross margin, and cash-burn control to prove blood-test volume converts into durable economics.

VCYT Veracyte

Profitable genomic diagnostics platform with Decipher and Afirma turning specialty testing demand into paid revenue and cash flow.

Market cap$4.3B
Next earningsNot confirmed
Latest qtr revenue$139.1M

Role in stack

Veracyte sells genomic tests to clinicians and health systems for prostate, thyroid, bladder, breast, and MRD use cases. The conversion route is specialist adoption, payer coverage, claim collection, lab scale, and cash flow from Decipher and Afirma.

Revenue mix

Q1 2026 testing revenue was $135.1M, about 97% of total revenue. Decipher revenue was $86.5M, up 30%, and Afirma revenue was $46.4M, up 21%; product and biopharma/other were small.

Proof burden

Q2/Q3 testing revenue needs to stay on or above the raised guide, while PAMA, Medicare, UnitedHealthcare, commercial collections, adjusted EBITDA quality, and Prosigna/TrueMRD uptake do not dilute cash conversion.

TEM Tempus AI

Diagnostics-funded clinical data and AI workflow route with explicit lab-data monetization.

Market cap$9.0B
Next earningsNot confirmed
Latest qtr revenue$348.1M

Role in stack

Tempus receives oncology, hereditary, liquid biopsy, and MRD samples from providers, then sells diagnostics, data, modeling, trial matching, and workflow tools to providers, health systems, and biopharma customers.

Revenue mix

Q1 2026 Diagnostics revenue was $261.1M, about 75% of total revenue, and Data and Applications revenue was $87.0M, about 25%.

Proof burden

Diagnostics growth needs to fund data, workflow, and model revenue without hiding collection risk, acquisition integration cost, or cash-flow leakage.

ILMN Illumina

Sequencing infrastructure supplier whose installed base can support clinical, research, and diagnostic lab workflows.

Market cap$21.5B
Next earningsNot confirmed
Latest qtr revenue$1.091B

Role in stack

Illumina sells sequencing instruments, consumables, services, and related applications to clinical, research, pharma, hospital, government, and diagnostic-lab customers. The node route is installed-base utilization and recurring consumables.

Revenue mix

Q1 2026 revenue included $917M of product revenue and $174M of service and other revenue. Consumables pull-through and NovaSeq X utilization are the useful stack checks.

Proof burden

Sequencing demand needs NovaSeq X utilization, clinical pull-through, consumable volume, service attach, and customer funding to offset instrument-cycle and China risk.

QGEN QIAGEN

Molecular workflow and sample-to-insight supplier with recurring consumables but a guide-reset setup.

Market cap$6.8B
Next earningsNot confirmed
Latest qtr revenue$492M

Role in stack

QIAGEN sells sample technologies, diagnostic solutions, PCR and nucleic-acid amplification, digital PCR, clinical bioinformatics, and NGS support. Conversion comes from consumables, placements, launches, and customer budget resilience.

Revenue mix

FY2025 consumables and related revenue were about 90% of sales. Q1 2026 net sales were spread across Sample Technologies, Diagnostic Solutions, PCR/Nucleic Acid Amplification, Genomics/NGS, and other lines.

Proof burden

Sample-to-insight demand needs QuantiFERON, QIAcuity, consumables, placements, launches, and customer budgets to recover after guidance pressure.

A Agilent Technologies

Clinical lab technology and service platform with Life Sciences and Diagnostics plus CrossLab workflow exposure.

Market cap$32.7B
Next earningsNot confirmed
Latest qtr revenue$1.835B

Role in stack

Agilent sells clinical lab technology, pathology and genomics tools, automation, instruments, software, and CrossLab services. The node route is lab throughput, service attach, and replacement-cycle durability.

Revenue mix

Q2 FY2026 revenue included Life Sciences and Diagnostics Markets at $732M, Agilent CrossLab at $759M, and Applied Markets at $344M.

Proof burden

Lab throughput needs to show up in Life Sciences and Diagnostics, CrossLab service attach, order breadth, margin, and instrument replacement demand.

DHR Danaher

Diversified diagnostics and life-science tools platform with scale but muted current core growth.

Market cap$121.1B
Next earningsNot confirmed
Latest qtr revenue$6.0B

Role in stack

Danaher routes through diagnostics, life-science tools, bioprocessing, lab automation, molecular diagnostics, pathology, Radiometer, Cepheid, Beckman Coulter, Leica, and possible monitoring exposure through Masimo.

Revenue mix

Danaher reports Biotechnology, Life Sciences, and Diagnostics. The platform has recurring diagnostics and tools exposure, but it is diversified enough that diagnostics demand must show up in segment recovery and core growth.

Proof burden

Diagnostics and life-science tools need segment core growth, recurring revenue, order recovery, margin, and acquisition discipline to matter inside a diversified platform.

TMO Thermo Fisher Scientific

Broad lab infrastructure and specialty diagnostics platform with scale but lower node purity than direct diagnostics.

Market cap$172.8B
Next earningsNot confirmed
Latest qtr revenue$11.01B

Role in stack

Thermo Fisher supplies lab products, specialty diagnostics, analytical instruments, consumables, clinical research services, Clario endpoint data, and laboratory productivity tools for clinical and research labs.

Revenue mix

Q1 2026 revenue was broad across lab products, specialty diagnostics, life-science tools, clinical research, services, and Clario. The useful check is organic acceleration, not just acquisition-supported revenue growth.

Proof burden

Broad lab exposure needs organic growth, order breadth, specialty diagnostics demand, service pull-through, and Clario integration to offset lower node purity.

Market caps for the pre-existing nine cards retain the prior read-only discovery instruments.market_cap values queried on 2026-06-13. VCYT uses the 2026-06-18 local close times weighted shares from its filed lane, about $4.3B; the stored instrument market-cap field was lower at $3.2B. Company IR event pages and Nasdaq earnings pages checked on 2026-06-13 did not provide confirmed next earnings dates for the original nine card names, and VCYT's source lane did not include a confirmed next earnings date, so every card uses Not confirmed. Latest-quarter revenue uses each company's latest official Q1 2026 release, except Agilent, which had already reported Q2 FY2026.

What Confirms Or Weakens

Area What confirms What weakens or invalidates Watch next
01 Node thesis Volume becomes paid evidence
What confirms

Testing volume, screening volume, MRD volume, instrument utilization, consumables, service attach, and data revenue rise with stable or better ASP, coverage, gross margin, collections, and cash flow. VCYT adds a core-test check: Decipher and Afirma growth need to stay tied to cash conversion.

What weakens or invalidates

Volume rises while RPR, ASP, payer mix, denial rates, AR, DSO, false-positive burden, or free cash flow worsens.

Watch next
  • Q2/Q3 requisitions
  • ASP/RPR
  • OCF and FCF
02 Payment and collections Claims get collected
What confirms

CMS, Medicare contractors, and commercial payers keep coverage intact while companies collect claims on time and keep bad debt controlled. For VCYT, Medicare, UnitedHealthcare, PAMA, and commercial collections need to stay stable for Decipher, Afirma, and Decipher Bladder.

What weakens or invalidates

PAMA/CLFS cuts, MolDX/LCD narrowing, prior authorization, recoupment, coding changes, or weak documentation reduce realized revenue.

Watch next
  • 2027 CLFS updates
  • NGS/MRD coverage
  • VCYT PAMA signals
  • Payer policy changes
03 Clinical utility Tests change care
What confirms

Tests show decision-changing evidence, guideline inclusion, positive-predictive value, follow-up capacity, and lower clinical friction. VCYT confirms by preserving Decipher and Afirma evidence/coverage and by showing Prosigna or TrueMRD adoption with reimbursement.

What weakens or invalidates

False positives, weak evidence, colonoscopy or specialist bottlenecks, limited guideline adoption, or narrow labels slow use.

Watch next
  • FDA Shield updates
  • NCCN/ASCO/ACS/USPSTF
  • MRD evidence
  • VCYT new-test uptake
04 Lab data and AI Data contracts pay
What confirms

TEM and GH convert diagnostics scale into paid data, modeling, trial, biopharma, and workflow revenue with visible margin and renewals.

What weakens or invalidates

Diagnostics revenue subsidizes bundled AI/data claims while Data and Applications or Biopharma/Data fails to improve cash conversion.

Watch next
  • TEM data revenue
  • GH biopharma data
  • OCF and renewals
05 Tools and customer funding Utilization supports pull-through
What confirms

ILMN, QGEN, A, DHR, and TMO show instrument utilization, consumable pull-through, services, order breadth, and clinical lab workflow demand.

What weakens or invalidates

Lab capex freezes, NIH or biotech funding weakens, China or tariff headwinds rise, placements fail to create consumables, or acquisition integration absorbs cash.

Watch next
  • NovaSeq X utilization
  • QuantiFERON/QIAcuity
  • A CrossLab
  • TMO organic growth
06 Stale condition Refresh before trading use
What confirms

Discovery daily_ohlc remains current, right-rail API charts resolve, source lanes still cover the latest company evidence, and no new earnings, filings, payer decisions, or guidance updates arrive before this page is refreshed.

What weakens or invalidates

A new trading session, earnings release, 10-Q, payer policy, FDA update, reimbursement decision, guidance change, M&A filing, or major customer funding update arrives before the node is refreshed.

Watch next
  • API as_of date
  • Source-lane refresh
  • Q2 releases
  • Setup threshold refresh
07 Watch and source gaps Do not promote thin lanes
What confirms

LH, IRTC, CDNA, MYGN, NEO, and PSNL get source lanes and current official result packs.

What weakens or invalidates

Watch names are treated as researched core without local lanes, or EXAS is charted before local OHLC and public-status routing are reconciled.

Watch next
  • Security lane creation
  • Official releases
  • 10-Q checks
  • Discovery coverage

Source Trail

Knowledge Routes Inspected

Security Lanes

Regulatory And Company Anchors

Basket Data Sources

  • Market caps use read-only discovery and filed source-lane checks. The original nine card values retain the prior 2026-06-13 instruments.market_cap package: DGX $20.7B, NTRA $27.7B, GH $12.7B, TEM $9.0B, ILMN $21.5B, QGEN $6.8B, A $32.7B, DHR $121.1B, and TMO $172.8B. VCYT uses local 2026-06-18 close times weighted shares from the VCYT lane, about $4.3B; read-only discovery status also showed stored instrument.market_cap of $3.2B.
  • Next-earnings search was bounded to official company IR event pages where accessible and Nasdaq earnings pages for DGX, NTRA, GH, TEM, ILMN, QGEN, A, DHR, and TMO, checked on 2026-06-13. Nasdaq returned "Data is currently not available" for the visible earnings-date field, company event pages did not provide a confirmed next earnings date, and the VCYT lane did not include a confirmed next earnings date, so the cards use Not confirmed.
  • Latest-quarter revenue sources: DGX Quest Q1 2026 release for the quarter ended March 31, 2026; NTRA Natera Q1 2026 release; GH Guardant Health Q1 2026 release; VCYT Veracyte Q1 2026 release and latest filed research/profile output; TEM Tempus AI Q1 2026 release; ILMN Illumina Q1 FY2026 release; QGEN QIAGEN Q1 2026 release; A Agilent Q2 FY2026 release; DHR Danaher Q1 2026 release; TMO Thermo Fisher Q1 2026 release.

Discovery And Chart Provenance

  • Read-only discovery coverage checks used discovery status DGX --json, discovery lineage-status --ticker DGX --dataset daily_ohlc --limit 10 --json, /home/nick/projects/portfolio-manager/discovery/.venv/bin/python -m discovery.cli status VCYT --json, /home/nick/projects/portfolio-manager/discovery/.venv/bin/python -m discovery.cli lineage-status --ticker VCYT --dataset daily_ohlc --limit 10 --json, and read-only DuckDB Python queries against ../discovery/data/discovery.duckdb. Core names had local rows through 2026-06-18 after adding VCYT.
  • Weekly bars group daily rows by calendar week: first open, maximum high, minimum low, final close, and summed volume.
  • The right-rail chart package uses 20-week and 100-week EMAs computed from weekly closes before clipping the visible chart window, plus a volume subgraph. The latest bar is partial because 2026-06-18 was not a completed trading week.
  • The right-rail chart contract is /api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest. Node HTML does not embed OHLC arrays.
  • Representative API validation on 2026-06-13 attempted /api/securities/DGX/chart?frequency=weekly&window=3y&as_of=latest. The local API process reported startup, but sibling curl calls to 127.0.0.1:8765 could not connect in this sandbox. API chart/security unit tests passed; live HTTP chart rendering remains deferred to an accessible report API process.
  • All core names except TEM had more than three years of local daily rows. TEM has daily OHLC from 2024-06-14 through 2026-06-18, so its selected-security chart cannot show a full three-year public trading window. VCYT has daily OHLC from 2021-05-12 through 2026-06-18.
  • Static setup thresholds retained in metadata were authored from the 2026-06-11 package. If the live API returns newer chart data, refresh those thresholds before using them as current trading evidence.

Known Gaps

  • LH is the cleanest lab-network peer to DGX, but it needs a local security lane before promotion from watch.
  • EXAS is relevant to CRC screening, but local discovery has no OHLC rows and public-status routing needs reconciliation after Abbott's announced acquisition work.
  • IRTC is the best monitoring tail, but it needs a filed local lane and official-source bundle before core inclusion.
  • CDNA, MYGN, NEO, and PSNL are molecular diagnostics or pathology watch names. They need source lanes, reimbursement checks, cash-flow evidence, and setup refreshes before ranking.
  • TXG and PACB have local lanes and chart data. Their primary evidence route is genomics tools and AI-biology data, with paid diagnostics volume still unproven.
  • ABT, DXCM, RMD, and Masimo belong mainly in medtech, chronic monitoring, sleep, diabetes, or acute-care device routes unless diagnostics revenue becomes the main mechanism.
  • VCYT is now core, not watch-only. Remaining VCYT gaps are call-transcript coverage, peer multiple context, and adoption/reimbursement evidence for Prosigna and TrueMRD.

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