Added to YB: 2026-06-03
Pitch date: 2026-06-01
PSNL [neutral]
Personalis, Inc.
+1.09%
current return
Author Info
Investing w/ Martin is a former poker pro. Now I split my time between programming and investing. Switched from indexing to active mid-2022. Beat SPY every year since. Returned 30% in 2023, 71% in 2024, and ~35% YTD. I run an 85% net long/short book atm. Sign up for the newsletter.
Company Info
Personalis, Inc. develops, markets, and sells advanced cancer genomic tests and services in the United States and internationally.
Market Cap
$1.2B
Pitch Price
$11.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
-11.61
P/E
-11.01
EV/Sales
15.26
Sector
Life Sciences Tools and Services
Category
growth
May went well - Personalis, Inc.
PSNL (holding update): Cancer diagnostics (MRD space) bought at $5, doubled at $5.40, now $11.40 (+93.5k in a month). Bought at 2x cash w/ significant test volume growth but limited monetization as reimbursement develops. FY guide ~48k tests; at $2000 ASP = $96M (5x rev). Holding.
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