- NeoGenomics remains insulated and differentiated from peers via a plethora of offerings in clinical diagnostics, as a potential market-leader in oncology services.
- The growth vision looks at consolidating a myriad of oncology diagnostics under one roof via clinical and pharmaceutical services, both of which are meaningful compounders.
- The company has enjoyed a number of acquisition successes that have translated to a widening revenue/OPEX mix, recognising profits with very little OPEX tied in.
- We feel shares are worth $64-$67 and that the market is unfairly discounting NEO shares and under-appreciating fundamental performance.
- Here, we extensively cover all of the moving parts in the investment debate for the benefit of investors' own reasoning.
For further details see:
NeoGenomics: ~27% Upside Potential Is Under-Reflected, Market Is Unfairly Discounting Shares