U.S. Life Science Tools and Diagnostics: Know Before You Go: ASCO Prep

研报英文原文证据摘录

U.S. Life Science Tools and Diagnostics: Know Before You Go: ASCO Prep

Equity Research

29 May 2026

U.S. Life Science Tools and Diagnostics

Know Before You Go: ASCO Prep

Not as splashy/notable ASCO as in years past. Most of

abstracts and updates will be incremental on new

indications/support of testing adoption across verticals of GH OVERWEIGHT U.S. Life Science &

Diagnostic Toolscare. We also highlight the sessions we will be focused on POSITIVE

Price Target USD 120.00

while in attendance (with times/locations) in our "Focus List." Price (28-May-26) USD 133.22

Potential Upside/Downside -9.9%

Source: Bloomberg, Barclays Research

NTRA OVERWEIGHT

THE 2026 EXTEL SURVEY IS NOW OPEN U.S. Life Science & POSITIVE Diagnostic Tools

Price Target USD 280.00

Support our industry-leading analysts with 5-Star Price (28-May-26) USD 213.94

votes in this year’s Extel All-America Research PotentialSource: Bloomberg,Upside/DownsideBarclays Research +30.9%

Survey

U.S. Life Science & Diagnostic Tools

Luke Sergott

Vote Now View Analysts +1 212 526 9258

luke.sergott@barclays.com

BCI, US

We appreciate your 5-star vote in the 2026 Extel All-America Research Survey in the Life Science Salem Salem

& Diagnostic Tools category. +1 212 526 3431

salem.salem@barclays.com

Overall, we're not expecting anything overtly splashy this ASCO, especially when compared to BCI, US

last year where NTRA unveiled its Signatera Genome test and Serena-6 was reading out data. As

Anna Kruszenskifar as our covered companies, GH and NTRA both will likely look to build on their current moats

+1 212 526 0134

with new data in support of continued adoption across various indications and applications.

anna.kruszenski@barclays.com

This ASCO is looking more incremental than groundbreaking (on a relative basis). We also BCI, US