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wrote a column · May 14 14:36

Following 'Wood姐': Continued increase in holdings of genetic sequencing leader Natera, while trimming traditional medical diagnostics stocks CDNA and ADPT

On Wednesday, the U.S. stock market was driven by a strong rebound in chip stocks, with both the S&P 500 and Nasdaq reaching new all-time highs. Despite higher-than-expected inflation data further reducing hopes for a near-term Fed rate cut, the market maintained a strong upward trend, driven by AI-related tech stocks.
In this market environment, 'Wood姐' (Cathie Wood) continued her decisive approach of 'weeding out the weak and retaining the strong' within the precision medicine and genetic testing sectors on May 13.
On Wednesday, the US stock market was driven by a strong rebound in semiconductor stocks, pushing both the S&P 500 and Nasdaq to new all-time highs. Despite higher-than-expected inflation data further reducing hopes for a near-term Fed rate cut, the overall market maintained robust upward momentum supported by AI-related tech stocks. In this market environment, on May 13, 'Wood姐' continued her decisive strategy of 'weeding out the weak and retaining the strong' within the precision medicine and genetic testing sectors. On the buying side, she continued to increase holdings of the leader in genetic sequencing and tumor liquid biopsy $Natera (NTRA.US)$17,300 shares.Natera had just released its strong Q1 2026 earnings report on May 7th. Although earnings per share slightly missed expectations due to clinical trial and expansion costs, causing a short-term pullback in stock price, management subsequently raised the full-year 2026 revenue guidance. 'Wood姐' chose to accumulate shares on the dip amid profit concerns, valuing the company's leading position in the oncology field with its Signatera MRD (Minimal Residual Disease) test. On the selling side, she continued to trim positions in traditional genetic testing and diagnostics sectors, offloading $CareDx (CDNA.US)$16,400 shares and $Adaptive Biotechnologies (ADPT.US)$12,400 shares.CareDx previously announced strong first-quarter results. Although the company's fundamentals have significantly improved, its core organ transplant testing services are facing strong erosion from Natera's Prospera product.
On the buying side, she continued to increase her position in the leader of gene sequencing and liquid biopsy for tumors,$Natera (NTRA.US)$17,300 shares.Natera had just announced robust Q1 2026 earnings on May 7th. Although earnings per share slightly missed expectations due to clinical trial and expansion costs, causing a short-term pullback in the stock price, management subsequently raised their full-year 2026 revenue guidance. Wood姐 took the opportunity to buy the dip amid market concerns about profit, banking on the dominance of Natera’s Signatera MRD (Minimal Residual Disease) test in the oncology field.
On the selling side, she continued to divest from traditional genetic testing and diagnostics sectors, offloading$CareDx (CDNA.US)$16,400 shares and$Adaptive Biotechnologies (ADPT.US)$12,400 shares.CareDx previously announced impressive first-quarter performance. While the company’s fundamentals have seen significant improvement, its core organ transplant testing services are under strong pressure from Natera’s Prospera product. ADPT reported robust growth in MRD business revenue in Q1, and management raised their 2026 MRD revenue guidance. However, this guidance implies a future slowdown in growth, falling below the high-growth expectations implied by the market's premium valuation.
Reduce holdings in synthetic biology companies $Twist Bioscience (TWST.US)$14,400 shares.TWST is one of the best-performing healthcare stocks of 2026, with year-to-date gains exceeding 70%. Despite reporting its 13th consecutive quarter of revenue growth on May 4th and raising full-year guidance, the company remains unprofitable. 'Wooden Sister' chose to gradually sell her holdings to cash out at this point.
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On Wednesday, the US stock market was driven by a strong rebound in semiconductor stocks, pushing both the S&P 500 and Nasdaq to new all-time highs. Despite higher-than-expected inflation data further reducing hopes for a near-term Fed rate cut, the overall market maintained robust upward momentum supported by AI-related tech stocks. In this market environment, on May 13, 'Wood姐' continued her decisive strategy of 'weeding out the weak and retaining the strong' within the precision medicine and genetic testing sectors. On the buying side, she continued to increase holdings of the leader in genetic sequencing and tumor liquid biopsy $Natera (NTRA.US)$17,300 shares.Natera had just released its strong Q1 2026 earnings report on May 7th. Although earnings per share slightly missed expectations due to clinical trial and expansion costs, causing a short-term pullback in stock price, management subsequently raised the full-year 2026 revenue guidance. 'Wood姐' chose to accumulate shares on the dip amid profit concerns, valuing the company's leading position in the oncology field with its Signatera MRD (Minimal Residual Disease) test. On the selling side, she continued to trim positions in traditional genetic testing and diagnostics sectors, offloading $CareDx (CDNA.US)$16,400 shares and $Adaptive Biotechnologies (ADPT.US)$12,400 shares.CareDx previously announced strong first-quarter results. Although the company's fundamentals have significantly improved, its core organ transplant testing services are facing strong erosion from Natera's Prospera product.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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