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Will Exact Sciences Corporation (EXAS) Continue to Penetrate the Market with Its Cologuard Test?
Will Exact Sciences Corporation (EXAS) Continue to Penetrate the Market with Its Cologuard Test?

Yahoo

time31-07-2025

  • Business
  • Yahoo

Will Exact Sciences Corporation (EXAS) Continue to Penetrate the Market with Its Cologuard Test?

Baron Funds, an investment management company, released its 'Baron Health Care Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund declined 5.06% (Institutional Shares) in the quarter, against a challenging backdrop for the broader Health Care sector, compared to a 6.19% decline for the Russell 3000 Health Care Index (benchmark) and a 10.99% gain for the Russell 3000 Index (the Index). In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, Baron Health Care Fund highlighted stocks such as Exact Sciences Corporation (NASDAQ:EXAS). Exact Sciences Corporation (NASDAQ:EXAS) provides cancer screening and diagnostic test products. The one-month return of Exact Sciences Corporation (NASDAQ:EXAS) was -12.29%, and its shares lost 19.18% of their value over the last 52 weeks. On July 30, 2025, Exact Sciences Corporation (NASDAQ:EXAS) stock closed at $46.80 per share, with a market capitalization of $8.828 billion. Baron Health Care Fund stated the following regarding Exact Sciences Corporation (NASDAQ:EXAS) in its second quarter 2025 investor letter: "We initiated a position in Exact Sciences Corporation (NASDAQ:EXAS), a molecular diagnostics company focused on the early detection of colorectal cancer. The company is best known for its non-invasive colorectal cancer stool tests, Cologuard and Cologuard Plus. 106 million adults in the U.S. are eligible for colorectal cancer screening, of which half are not up to date. Colonoscopies are the gold standard for colorectal cancer screening, but they are invasive and require significant preparation. In contrast, Cologuard is non-invasive and requires significantly less time commitment. Cologuard adoption is growing and the test now accounts for around 13% of colorectal cancer screening. We are increasingly hearing from doctors and patients that they are considering Cologuard ahead of colonoscopies. Shares underperformed in 2024 as adoption of Cologuard slowed, as investors anticipate competition from Guardant Health which launched a colorectal cancer blood test, and as investors feared a worst-case outcome from a Supreme Court case that potentially has implications for insurance coverage mandates for Cologuard. We think shares are well positioned to re-rate as each fear is dispelled: (1) we expect Exact Science's commercial restructuring to continue to drive volume growth reacceleration; (2) Guardant's blood test is less sensitive than Cologuard and we think blood tests will be relegated to patients who refuse more sensitive screening options; and (3) at the end of June, the Supreme Court issued its decision in the Braidwood case which preserved the insurance coverage mandate. We think Cologuard is a compelling option for colorectal cancer screening and Exact Sciences will continue to penetrate this market." A research team in a laboratory discussing the results of a lab screening test for biomarkers. Exact Sciences Corporation (NASDAQ:EXAS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 41 hedge fund portfolios held Exact Sciences Corporation (NASDAQ:EXAS) at the end of the first quarter, which was 49 in the previous quarter. Exact Sciences Corporation's (NASDAQ:EXAS) first quarter revenue experienced 11% rise on reported and core basis exceeding the mid pint of guidance over $19 million. While we acknowledge the potential of Exact Sciences Corporation (NASDAQ:EXAS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Exact Sciences Corporation (NASDAQ:EXAS) and shared the best mid cap pharma stocks to buy. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Exact Sciences and Humana Expand Colorectal Cancer Screening Partnership with Cologuard Plus™ Test
Exact Sciences and Humana Expand Colorectal Cancer Screening Partnership with Cologuard Plus™ Test

Business Wire

time31-07-2025

  • Health
  • Business Wire

Exact Sciences and Humana Expand Colorectal Cancer Screening Partnership with Cologuard Plus™ Test

MADISON, Wis.--(BUSINESS WIRE)--Exact Sciences Corp. (NASDAQ: EXAS), a leading provider of cancer screening and diagnostic tests, today announced an expanded partnership with Humana Inc. to enhance access to colorectal cancer (CRC) screening. Through the partnership, the Cologuard Plus™ test will be available as an in-network service for eligible Humana Medicare Advantage members nationwide beginning in August 2025. Humana, the fourth largest private insurer in the United States, has approximately 5.8 million Medicare Advantage members. 'The Exact Sciences team is proud to expand access to Cologuard Plus through our collaboration with Humana, making it easier for more people to access this revolutionary, non-invasive colorectal cancer screening test from the comfort of home,' said Jake Orville, Executive Vice President and General Manager, Screening. 'This agreement reflects our shared commitment to removing barriers for patients and advancing earlier detection, when treatment is most effective.' Cologuard Plus, which launched in March 2025, has received FDA approval, Medicare coverage, and inclusion in the U.S. Preventive Services Task Force guidelines. About the Cologuard ® and Cologuard Plus ™ tests Developed in collaboration with Mayo Clinic, the Cologuard ® and Cologuard Plus ™ tests are first-line, noninvasive colorectal cancer (CRC) screening options for adults aged 45 or older who are at average risk for the disease. The Cologuard test revolutionized CRC screening by detecting specific DNA markers and blood in stool associated with cancer and precancer, allowing patients to complete the collection kit at home without special preparation or time off, and return the kit to the lab for results. It is included in national screening guidelines from the American Cancer Society (2018) and the U.S. Preventive Services Task Force (2021). Since its inception in 2014, Cologuard has been used to screen for more CRC 20 million times. Building on this success, the FDA-approved Cologuard Plus test raises the performance bar even further and features novel biomarkers, improved laboratory processes, and enhanced sample stability. The Cologuard Plus test is expected to reduce false positives by more than 40% compared to the original Cologuard test, helping minimize unnecessary follow-up colonoscopies. Both tests demonstrate Exact Sciences' commitment to improving CRC screening access and outcomes. About Exact Sciences A leading provider of cancer screening and diagnostic tests, Exact Sciences helps patients and health care providers make timely, informed decisions before, during, and after a cancer diagnosis. The company's growing portfolio includes well-established brands such as Cologuard® and Oncotype DX®, along with innovative solutions like Oncodetect™ for molecular residual disease and recurrence monitoring. Exact Sciences continues to invest in a robust pipeline of advanced cancer diagnostics aimed at improving outcomes. For more information, visit follow @ExactSciences on X, or connect on LinkedIn and Facebook. NOTE: Exact Sciences, Cologuard, and Cologuard Plus are trademarks of Exact Sciences Corporation. The Cologuard test and Cologuard Plus test are only available in the U.S. Forward-Looking Statement This news release contains forward-looking statements concerning our expectations, anticipations, intentions, beliefs, or strategies regarding the future. These forward-looking statements are based on assumptions that we have made as of the date hereof and are subject to known and unknown risks and uncertainties that could cause actual results, conditions and events to differ materially from those anticipated. Therefore, you should not place undue reliance on forward-looking statements. Examples of forward-looking statements include, among others, statements regarding the development and commercialization of the Cologuard Plus test and the performance characteristics and health care benefits of the Cologuard Plus test in a commercial setting, as well as statements regarding the development and commercialization of Exact Sciences' pipeline tests. Risks and uncertainties that may affect our forward-looking statements are described in the Risk Factors sections of our most recent Annual Report on Form 10-K and any subsequent Quarterly Reports on Form 10-Q, and in our other reports filed with the Securities and Exchange Commission. We undertake no obligation to publicly update any forward-looking statement, whether written or oral, that may be made from time to time, whether as a result of new information, future developments or otherwise.

Colonoscopies are no fun. These at-home colon cancer screenings offer a shortcut.
Colonoscopies are no fun. These at-home colon cancer screenings offer a shortcut.

Business Insider

time23-07-2025

  • Health
  • Business Insider

Colonoscopies are no fun. These at-home colon cancer screenings offer a shortcut.

Colon cancer is the second-deadliest cancer in America. It's not deadly because it's particularly hard to treat or because oncologists are bad at spotting it. In large part, it's because people aren't getting their colon checked out often enough. Only about 1 in 5 adults who are between the ages of 45 and 49 is up to date on their colon cancer screening (older adults fare better, with around 7 in 10 completing it). "This is a highly preventable disease and we have to change the status quo so that people don't die," Dr. Paul Limburg, a gastroenterologist and chief medical officer at Exact Sciences, the company that makes one of the most popular do-it-yourself colon cancer screening tests, told Business Insider. A colonoscopy is still the most reliable tool, both for spotting colon cancer and for serving double duty as a colon-cleanup service. "I would still choose a colonoscopy for myself," Dr. Tim Cannon, a medical oncologist who directs the gastrointestinal cancer program at the Inova Schar Cancer Institute, told BI. "It is considered the gold standard, you can detect precancerous polyps and take them out during the procedure, and you can do it less often" than DIY tests, Cannon said. However, a new suite of at-home tests is rapidly expanding. For those struggling to find an appointment, those who don't have great insurance, or those who are just squeamish about colonoscopies, there are some pretty painless precursors you can do to check things out. Some recently-approved tests check your blood or your stool for signs that something is awry. One highly anticipated test, which isn't out yet, may require nothing more than your breath. The budget-friendly original: an at-home FIT test The fecal immunochemical test (aka FIT) has been around since the 1980s and is still a recommended screening tool today because it's cheap, relatively reliable, and requires no preparation. "Fecal-immuno test is the most inexpensive," Dr. Asad Umar previously told BI. "People don't like to do it, because — maybe it's the 'yuck' factor — but this could be lifesaving." You typically perform the FIT in your bathroom after a bowel movement by collecting some stool out of the toilet bowl with a brush. After the kit is sent to the lab, it will be checked for hidden blood in the stool — an early colon cancer symptom. Since colon cancers don't constantly let out blood in your stool, the test isn't perfect. FIT is about 75% accurate at detecting colon cancer cases, and a smaller number of people (about 1 in 20) may get a false positive result when they don't have colon cancer. The pooper scooper: Cologuard stool testing Like FIT, Cologuard is a stool test that you do in the bathroom, and then send into a lab for testing. Unlike FIT, Cologuard looks for both blood and cancerous DNA in your poop. Adding DNA to the mix makes Cologuard more successful: it picks up more than 9 in 10 colon cancer cases, and can flag some precancerous polyps. The downside is that Cologuard also sometimes flags poop samples that aren't cancerous, with roughly 1 in 10 patients receiving a false positive test reading. Anne Jones, a collegiate athlete career coach, was 46 when she first tried Cologuard. She knew that more women her age were being diagnosed with late-stage colon cancers, but she was hesitating about when to schedule her first colonoscopy. Did she really need to do this right now? A colonoscopy procedure requires several hours of prep work at home, emptying out your colon with heavy-duty laxatives. It's performed under anesthesia, so you need someone to pick you up from the hospital afterward. "It was less the fear of the colonoscopy and more just the hassle," Jones said. When her doctor explained she could order a Cologuard test and do it on her own at home with zero prep, it seemed like a no-brainer. "The doer in me is like 'great, let's do it.' I want to get this done. Cross it off the list." Crossing her colon cancer screening "off the list" ended up taking a few more steps, though, because Jones's Cologuard test came back positive. Within a few months, Jones went in for a colonoscopy, which found and removed multiple pre-cancerous polyps in her colon. "It was not cancer, but there were three polyps that were pre-cancerous," Jones said. She said she's glad she was given the nudge to go under, though. "It just begs the question, if I had waited a year, might that have been different?" Cologuard, made by Exact Sciences, was first approved in 2014. In late 2024, the US Food and Drug Administration approved Cologuard Plus, which is more accurate than the regular Cologuard test and detects around 95% of colon cancers. The blood draw: Guardant Guardant Health has a new cancer screening test that skips the toilet and goes straight to your blood, analyzing your DNA for tell-tale clues that cancer could be lurking. "What you're detecting is an abnormal molecule that is only created by a cancer," Guardant's Chief Medical Officer Dr. Craig Eagle told BI. "The more we learn what that looks like, the more we can actually find smaller and smaller amounts." Guardant's first colon cancer blood test, called Shield, was FDA-approved in July 2024. It's part of the company's suite of "liquid biopsies" that use blood to help doctors gain insights about cancer, whether for cancer diagnosis or in later stages to inform cancer treatment decisions. Guardant CEO Helmy Eltoukhy told BI he hopes that Shield can soon be harnessed to identify even more cancers, including some that are notoriously hard to detect, like pancreatic cancer. One federally funded study is recruiting 24,000 people across the US to test out Shield on multiple cancers. "That's the beauty of this test: think of it as your iPhone, where initially it only had a few features. Over time, it has a thousand features," Eltoukhy told BI. Patricia James, now 77, was one of the first patients to try Shield in Guardant's pivotal clinical trial that ultimately led to its FDA approval last year. As a cancer survivor with a family history of colon cancer, she is a big believer in preventative care. But she doesn't really like colonoscopies, having had a rare but really bad experience during her first, when she woke up halfway through the procedure, and started "crashing around" on the operating table. After that, she said, she essentially swore off colonoscopies. She's getting older and has a greater risk of internal tearing and other rare complications from the procedure. So when her doctor mentioned there was a blood test available to screen for colon cancer, she said "sure." "There was no extra doctor's visit or anything," James told BI. She did it while she was in for a regular mammogram visit. She's now a huge advocate for the test, and even gave video testimony to Congress before it was FDA-approved. "Look, I don't ever wanna mess around with my health, I've lost people to cancer and I battled it myself," she told the lawmakers. "I'm someone who wants all the time in the world to keep living. I have sung the praises of this test to friends and look forward to getting it again." Like the other screening tests mentioned here, Shield does have a risk of false-positive and false-negative results, but those inaccuracies decrease as cancer progresses. In other words, the further along cancer is, the better the test is at detecting it. Method: Blood How often: Once every three years Cost: Generally covered by insurance for those over 45, and by Medicare for older adults. The test costs around $1,500 out-of-pocket. Pros: No poop involved Cons: Requires a doctor's visit to collect blood. Also,roughly 1 of every 10 patients who don't have colon cancer may receive a false positive result, and 1 in 6 who do have cancer may receive a false negative. The breath test for colon cancer Imagine that instead of collecting blood or poop to screen for colon cancer, all you have to do is breathe out for a few minutes. Several companies, in the UK, US, Canada, and Israel are working on innovative cancer screening tests that would pick up on volatile organic compounds in your breath. It's essentially like an emissions test for cancer. While none of these are available yet, the Israeli-based startup SpotitEarly is hoping to make its test available to consumers in the US as early as 2026, if all goes well with FDA regulators. A company-sponsored study published in November suggests the test is about 86% effective at picking up early-stage colon cancer cases (Stage 1 and 2).

Exact Sciences Schedules Second Quarter 2025 Earnings Call
Exact Sciences Schedules Second Quarter 2025 Earnings Call

Globe and Mail

time14-07-2025

  • Business
  • Globe and Mail

Exact Sciences Schedules Second Quarter 2025 Earnings Call

Exact Sciences Corp. (NASDAQ: EXAS), a leading provider of cancer screening and diagnostic tests, today announced that the company plans to release its second quarter 2025 financial results after the close of the U.S. financial markets on August 6, 2025. Following the release, company management will host a webcast and conference call at 5 p.m. ET to discuss financial results and business progress. Second quarter 2025 webcast & conference call details A replay of the webcast will be available at The webcast, conference call, and replay are open to all interested parties. About Exact Sciences Corp. A leading provider of cancer screening and diagnostic tests, Exact Sciences helps patients and health care providers make timely, informed decisions before, during, and after a cancer diagnosis. The company's growing portfolio includes well-established brands such as Cologuard ® and Oncotype DX ®, along with innovative solutions like Oncodetect™ for molecular residual disease and recurrence monitoring. Exact Sciences continues to invest in a robust pipeline of advanced cancer diagnostics aimed at improving outcomes. For more information, visit follow @ExactSciences on X, or connect on LinkedIn and Facebook.

Exact Sciences Schedules Second Quarter 2025 Earnings Call
Exact Sciences Schedules Second Quarter 2025 Earnings Call

Yahoo

time14-07-2025

  • Business
  • Yahoo

Exact Sciences Schedules Second Quarter 2025 Earnings Call

MADISON, Wis., July 14, 2025--(BUSINESS WIRE)--Exact Sciences Corp. (NASDAQ: EXAS), a leading provider of cancer screening and diagnostic tests, today announced that the company plans to release its second quarter 2025 financial results after the close of the U.S. financial markets on August 6, 2025. Following the release, company management will host a webcast and conference call at 5 p.m. ET to discuss financial results and business progress. Second quarter 2025 webcast & conference call details Date: Wednesday, August 6, 2025 Time: 5 p.m. ET Webcast: The live webcast can be accessed at Telephone: Domestic callers, dial 888-330-2384International callers, dial +1 240-789-2701 Access code for both domestic and international callers: 4437608 A replay of the webcast will be available at The webcast, conference call, and replay are open to all interested parties. About Exact Sciences Corp. A leading provider of cancer screening and diagnostic tests, Exact Sciences helps patients and health care providers make timely, informed decisions before, during, and after a cancer diagnosis. The company's growing portfolio includes well-established brands such as Cologuard® and Oncotype DX®, along with innovative solutions like Oncodetect™ for molecular residual disease and recurrence monitoring. Exact Sciences continues to invest in a robust pipeline of advanced cancer diagnostics aimed at improving outcomes. For more information, visit follow @ExactSciences on X, or connect on LinkedIn and Facebook. View source version on Contacts Investor Contact:Derek Leckow608-893-0009investorrelations@ 擷取數據時發生錯誤 登入存取你的投資組合 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤

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