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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 10 LONG Adam Anderson
Florida State Representative
Anderson explicitly names GeneDx as the state's "first partner" in the Sunshine Genetics Act pilot program, calling them the "nation's premier genetic diagnostic company." The legislation creates a state-funded funnel for whole genome sequencing. By securing the partnership with Florida, GeneDx gains access to a government-backed pipeline of volume (newborn screening) and data, validating their technology for large-scale public health initiatives. The program is currently a pilot at one hospital but the stated goal is to scale "statewide" and then encourage other states to adopt the framework. The program is currently "opt-in" and relies on future fundraising/appropriations to scale beyond the pilot phase. CNBC
What If We Can Get To Them Before They Have S...