Invitae (NYSE:NVTA)

Invitae is likely going to become the dominant player, Leader and Top Dog in the field of genetic testing and personalized medicine. This is NOT just another diagnostics company like Quest. This is NOT an Ancestry.com or a 23andMe. The IS a company that does profoundly-deep, clinically-relevant genetic tests that bio pharma companies want to use in their research and clinical trials, that academic labs want to use in their research, and that doctors want to use in order to give their patients the best possible treatments. The dawn of the era of personalized medicine is upon us. Many doctors all over the world are already having their patients get genetic tests - looking for SNPs, looking for dominant vs. recessive genes, looking for mutations - in order to provide them with the best possible therapies (different medications/therapies have different efficacies for different genetic profiles). Not only does Invitae partner with bio pharma and academia, they are now going direct-to-consumer. Think comprehensive prenatal screens prior to pregnancy, think people without a significant family history of disease getting tested for the potential for cardiovascular disease, cancer, etc. (preventative genetic testing), think cutting-edge diagnostics for everything from eye diseases and metabolic disorders to dermatological and immune disorders. This is Invitae! They also employ machine-learning and AI. The more data they get, the better and more sophisticated their diagnostics get. It's a continuous cycle that will only keep growing. Invitae is set to be able to deliver genetic tests cheaper, more comprehensive, more cutting-edge, and more of higher quality than any other player in this space. They are, in fact transforming an existing market, and in the process creating a new one. The Street reacted badly to their recent quarter due to things like cash burn, one-time write-offs that weren't foreseen perfectly, revenue misses, etc. However, their 2020 guidance is amazing! They envision ~ 100% growth! (That's aspirational, official guidance will be given in January) Invitae is in it for the long-haul. This company wants investors who can see the forest for the trees. They don't think short-term. They don't care about short-term. They have a significant moat, and The Street doesn't see that yet. The Street is wrong. In the not-too-distant future it will become the norm for everyone to have their genomes sequenced/genetic screens done. This will not only happen after a severe disease is diagnosed, rather your genome will be the foundation for your preventative health, your treatments, everything. Invitae will lead the way. Mark my words.

On 5/8/19 down $4+ to $19. Options available, but no LEAPs