Subbu Sundries — Recapping Recent Observations and Setting the Stage for This Week

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Subbu Sundries — Recapping Recent Observations and Setting the Stage for This Week

Diagnostics & Life Sciences Tools May 18, 2026

Subbu Nambi, Ph.D.

subbu.nambi@guggenheimpartners.com Subbu Sundries — Recapping Recent Observations

617 874 7383 and Setting the Stage for This Week Ricki Levitus

ricki.levitus@guggenheimpartners.com

212 823 6556 Key Message: We continue our periodic series that summarizes the recent news

Thomas VonDerVellen and the upcoming events for companies in our coverage, our coverage's competitors,

thomas.vondervellen@guggenheimpartners.com and in the LSTDx universe more broadly. Last week, Ambry Genetics & CSTL won

617 859 4657 MedTech Breakthrough Awards, PACB & CAI highlighted new publications, SOPH & TEM

announced new partnerships, RVTY received an FDA clearance for its total testosterone

test, MYGN launched a new marketing campaign for MyRisk, ILMN's CEO visited China

with President Trump, and more. Looking ahead, we note upcoming industry events and

Ticker Price Rating clinical conferences.

BLLN 82.63 Buy

CAI 14.55 Buy Review of the Week of May 11th

CSTL 19.13 Buy

ILMN 142.54 Buy Top Inbounds:

Names: 1] ILMN, 2] BLLN, 3] VCYT, 4] RGEN MYGN 3.58 Neutral • PACB 1.12 Neutral

Topics/Questions: 1] ILMN Roche Dx day read through & CEO China visit RGEN 102.87 Neutral •

implications, 2] BLLN NDR takeaways, 3] VCYT Medicare reimbursement for RVTY 93.97 Neutral

TrueMRD, 4] RGEN trading color SOPH 4.63 Buy

TEM 43.93 Buy Recent Notes We Published:

WAT Model Update VCYT 38.48 Buy •

GH Model Update •

CAI Model Update •

RVTY Model Update •

WAT Management Meetings: Notes From the Road •

Key Takeaways From Roche Diagnostics Day 2026 •

BLLN Management Meetings: Notes from the Road •

PSNL Receives Medicare Reimbursement for IO Monitoring •

MYGN Model Update •