Guardant Health: Takeaways from dinner with GH mgmt. at 2026 BofA Healthcare Conference

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Guardant Health: Takeaways from dinner with GH mgmt. at 2026 BofA Healthcare Conference

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Guardant Health

Takeaways from dinner with GH mgmt. at

2026 BofA Healthcare Conference

Maintain Rating: BUY | PO: 135.00 USD | Price: 96.71 USD

Recapping key takeaways ahead of Fireside Chat (5/12) 12 May 2026

On Monday 5/11, we hosted a dinner with Guardant Health (GH)’s Co-CEO Helmy Equity

Eltoukhy, CFO Mike Bell, and VP of Investor Relations Zarak Khurshid at our BofA

Michael Ryskin

Healthcare Conference in Las Vegas, Nevada. Below, we recap the key themes and topics Research Analyst

of conversation from the night ahead of our Fireside Chat with mgmt. on Tuesday 5/12 BofAS +1 646 855 4373

at 10:40am PST. In general, both investor and mgmt. focus centered on competition and michael.ryskin@bofa.com

Reveal/360/Shield, with additional discussion on smart apps and sales force expansion Avantika Dhabaria

(among other topics). Overall, we came away incrementally more confident in GH’s ResearchBofAS Analyst

market leadership in oncology and maintain our Buy rating on the stock. +1 646 743 0170

avantika.dhabaria@bofa.com

Alexa ChanSmart platform & liquid leadership underpin durable moat Research Analyst

Mgmt. remains confident in GH’s competitive positioning, emphasizing its leadership in BofAS

liquid testing (at least 50% market share) and differentiated platform. Differentiation is +1alexa.chan@bofa.com646 855 5636

increasingly anchored in GH’s smart platform including proprietary chemistry, smart

apps, and a growing dataset (~approaching 1mn samples), enabling cross-test

integration and reinforcing a durable moat. They highlighted skepticism around peers’

Stock Dataability to achieve meaningful sensitivity particularly in CRC and advanced adenomas (AA)