GUARDANT HEALTH CL. A

Artisan Mid Cap Fund added Guardant Health during Q2 2026, highlighting the company's market-leading liquid biopsy diagnostics and expanding portfolio across oncology and cancer screening. Guardant reported another strong quarter driven by higher testing volumes and accelerating adoption of its Shield colorectal screening test, prompting management to raise full-year revenue guidance. The fund believes Guardant is well positioned to benefit from growing precision oncology adoption, AI-enabled diagnostics, an expanding data repository and improving reimbursement and product catalysts. » Altro su finance.yahoo.com

Guardant Health says it will appeal a final judgment by the U.S. District Court for the District of Delaware in lawsuits brought by TwinStrand Biosciences and the University of Washington. The ruling relates to products that were sold in 2023; current versions of Guardant Reveal and Shield are not expected to be affected by the injunction or potential royalties. Guardant has made design changes to Guardant360 and notes that both TwinStrand patents were preliminarily found invalid by the USPTO; enforcement of the judgment is stayed pending the outcome of the appeal. » Altro su de.investing.com

At its growth conference Guardant Health reported strong commercial momentum: all core segments (oncology, MRD, Shield) are growing significantly. Shield is the main growth driver with rising test volumes and improved economics (ASP > $700; COGS expected to fall to ~ $200 by 2028). UnitedHealth is broadly adopting Shield, and ACS guidelines support acceptance; Guardant expects 270,000–285,000 Shield tests in 2026 and plans to expand its field sales force. Guardant360 Liqui CDx received FDA approval and the company is pursuing ADLT certification in H1 2027, which—if widely reimbursed—could enable ASPs in the $5,000–$8,500 range. Reveal (MRD) is growing at over 100% annually; Reveal Ultra is expected in 2026 and should further strengthen the MRD position. » Altro su de.investing.com