Latest news with #Signatera™
Yahoo
13-05-2025
- Business
- Yahoo
Natera, Inc. (NTRA): A Bull Case Theory
We came across a bullish thesis on Natera, Inc. (NTRA) on Substack by FJ Research. In this article, we will summarize the bulls' thesis on NTRA. Natera, Inc. (NTRA)'s share was trading at $162.57 as of May 8th. A doctor in a medical laboratory wearing a protective suit and a face mask, running a molecular diagnostic test. Natera is emerging as one of the most pivotal companies in the transformation of global healthcare, and its significance has not gone unnoticed by legendary investor Stanley Druckenmiller—who has made it his largest position. Known for his nearly unmatched track record, including 30%+ annual returns over decades and prescient bets on tech, AI, and energy, Druckenmiller only invests his own capital and swings hard when the upside far outweighs the risk. His conviction in Natera is a signal worth paying close attention to. When someone with his foresight and discipline makes such a concentrated bet, it suggests the company's long-term potential may be vastly underappreciated by the broader market. Natera specializes in non-invasive, DNA-based diagnostic testing with a mission to shift healthcare from reactive treatment to proactive detection. Its key platforms—Signatera™ for monitoring cancer recurrence, Prospera™ for transplant rejection, and Panorama™ for prenatal screening—are category-defining technologies. These aren't incremental improvements; they're transformative solutions targeting massive, underserved markets. Signatera leads in the fast-growing minimal residual disease (MRD) space, helping detect cancer recurrence earlier than traditional methods. Prospera offers real-time organ transplant health monitoring, while Panorama is already widely used in prenatal care. Together, these platforms could reshape how millions are diagnosed and treated. The company is growing rapidly, backed by years of research and clinical validation. Natera's diagnostics are gaining traction in mainstream medical practice, and institutional confidence is high—early backing from Sequoia Capital reinforces its credibility. Beyond technology, Natera's founding story adds emotional weight to its mission. Founder Matthew Rabinowitz launched the company after losing a family member to a preventable genetic condition, fueling his drive to bring early detection into the medical mainstream. That personal origin is reflected in the company's culture and long-term vision. Despite operating in a highly technical and regulated industry, Natera's business is increasingly about inevitability. AI and computational biology are finally disrupting healthcare, and Natera is at the center of this shift. The company's addressable market is vast, especially in oncology, where early detection can dramatically improve outcomes and lower costs. For investors, this represents a rare opportunity: a company with real-world impact, strong growth, deep competitive moats, and the endorsement of one of the greatest investors of our time. Druckenmiller's high-conviction bet highlights what's at stake—and why Natera may be one of the most essential and undervalued healthcare companies of the next decade. Natera, Inc. (NTRA) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 77 hedge fund portfolios held NTRA at the end of the fourth quarter which was 62 in the previous quarter. While we acknowledge the risk and potential of NTRA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than NTRA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
Yahoo
10-03-2025
- Business
- Yahoo
Natera Announces Enrollment of First Patients in the HEROES Clinical Trial in Metastatic HER2+ Breast Cancer
HEROES is Natera's first clinical trial using Signatera™ to guide de-escalation of therapy in patients with metastatic HER2+ breast cancer Approximately 170 patients are expected to enroll in up to 35 sites in France AUSTIN, Texas, March 10, 2025--(BUSINESS WIRE)--Natera, Inc. (NASDAQ: NTRA), a global leader in cell-free DNA and genetic testing, today announced the enrollment of the first patients in the HEROES clinical trial. HEROES is a multi-center, phase II trial that explores the discontinuation or de-escalation of anti-HER2 targeted therapy among patients with metastatic HER2+ breast cancer. The trial is supported by funding from the French Ministry of Health through the Hospital Clinical Research Program (PHRC) and is being sponsored by Unicancer. It is being developed within Unicancer's French Breast Cancer Intergroup (UCBG) network. Human epidermal growth factor receptor 2 (HER2) is a type of protein found in cancer cells that can cause rapid cancer growth when higher than normal levels are present. Between 15%-20% of breast tumors are HER2+.¹ Current standard-of-care (SOC) recommendations for maintenance treatment include the use of anti-HER2 therapies, which for many patients means remaining on the drug for life. The HEROES (NCT06450314) trial will enroll approximately 170 metastatic HER2+ breast cancer patients who have discontinued anti-HER2 maintenance therapy. The primary endpoint of the study is 1-year progression-free survival in the Signatera-negative cohort. It will also assess ctDNA dynamics and quality-of-life measures to gain deeper insights into the potential for ctDNA-guided de-escalation of treatment in patients with no detectable molecular disease burden. Highlights from the study protocol include: At baseline, all patients are currently being treated with SOC anti-HER2 targeted therapies and have been on therapy for two or more years. Signatera-negative patients at baseline will stop treatment and will be monitored with serial Signatera testing and diagnostic imaging. If at any point during the trial radiological progression is confirmed or a patient becomes Signatera-positive, prior drug therapy will resume or a new treatment will begin. Signatera-positive patients at baseline will continue maintenance therapy and will not move forward in the trial. "The HEROES study could significantly reshape the way oncologists treat patients with metastatic HER2+ breast cancer," said Thibault de la Motte Rouge, M.D., Ph.D., principal investigator of the trial and medical oncologist at the Comprehensive Cancer Centre Eugène Marquis (Rennes, France), where he currently holds the position of research director. "This could also pave the way for future research into ctDNA-guided treatment de-escalation in breast cancer." "We are excited to see the first patients enrolled in the HEROES clinical trial," said Angel Rodriguez, M.D., senior medical director of oncology at Natera. "Safely discontinuing treatment has been a long-lasting dilemma in HER2 metastatic breast cancer. With Signatera monitoring, we hope oncologists can identify the patients without detectable disease who may be able to avoid additional therapy that can be costly and potentially harmful to their care." About Signatera Signatera is a personalized, tumor-informed, molecular residual disease test for patients previously diagnosed with cancer. Custom-built for each individual, Signatera uses circulating tumor DNA to detect and quantify cancer left in the body, identify recurrence earlier than standard-of-care tools, and help optimize treatment decisions. The test is available for clinical and research use and is covered by Medicare for patients with colorectal cancer, breast cancer, ovarian cancer, and muscle-invasive bladder cancer, as well as for immunotherapy monitoring of any solid tumor. Signatera has been clinically validated across multiple cancer types and indications, with published evidence in over 100 peer-reviewed papers. About Natera Natera™ is a global leader in cell-free DNA and genetic testing, dedicated to oncology, women's health, and organ health. We aim to make personalized genetic testing and diagnostics part of the standard of care to protect health and inform earlier, more targeted interventions that help lead to longer, healthier lives. Natera's tests are validated by more than 250 peer-reviewed publications that demonstrate high accuracy. Natera operates ISO 13485-certified and CAP-accredited laboratories certified under the Clinical Laboratory Improvement Amendments (CLIA) in Austin, Texas, and San Carlos, California. For more information, visit About Unicancer Unicancer is the only French hospital network 100% dedicated to the fight against cancer and the only national hospital federation dedicated to oncology. It brings together 18 Centres de lutte contre le cancer (CLCC), private non-profit healthcare establishments, spread over 20 hospital sites in France, as well as two affiliated member establishments. The CLCCs treat nearly 530,000 patients per year (in short stays, home hospitalisation and outpatient procedures). Unicancer is also the leading academic promoter of clinical trials in oncology at the European level, with 106 active clinical trials promoted in 2020 and nearly 7,600 patients included. Unicancer also runs flagship programmes that use real-life data to improve knowledge and the evaluation of therapeutic strategies, particularly through the ESME platforms, which bring together data from more than 76,000 cancer patients. Recognised as a leader in research in France, the Unicancer network enjoys a worldwide reputation with the production of one third of French publications of international scope in oncology (source: bibliometric study/Thomson Reuters). In total, nearly 700 clinical trials (inclusions or follow-ups) were promoted in 2020 by the Unicancer network, more than 14% of CLCC patients are included in clinical trials and more than half of the PHRCs are allocated to CLCCs. The 18 CLCCs and the Unicancer R&D department are ISO 9001:2015 certified for their clinical research. Forward-Looking Statements All statements other than statements of historical facts contained in this press release are forward-looking statements and are not a representation that Natera's plans, estimates, or expectations will be achieved. These forward-looking statements represent Natera's expectations as of the date of this press release, and Natera disclaims any obligation to update the forward-looking statements. These forward-looking statements are subject to known and unknown risks and uncertainties that may cause actual results to differ materially, including with respect to whether the results of clinical or other studies will support the use of our product offerings, the impact of results of such studies, our expectations of the reliability, accuracy, and performance of our tests, or our expectations of the benefits of our tests and product offerings to patients, providers, and payers. Additional risks and uncertainties are discussed in greater detail in "Risk Factors" in Natera's recent filings on Forms 10-K and 10-Q, and in other filings Natera makes with the SEC from time to time. These documents are available at and References American Cancer Society. Breast Cancer HER2 Status. View source version on Contacts Investor Relations: Mike Brophy, CFO, Natera, Inc., 510-826-2350, investor@ Media: Lesley Bogdanow, VP of Corporate Communications, Natera, Inc., pr@ Sign in to access your portfolio
