Held · Bookmarked
1 · 0
portfolio · users
Avg position size
0.1%
of holders' portfolios
13F filers
1
institution
Market cap
$3.4B
45M shares
52-week range
$36.98 – $118.84
47% from low
Sector
SERVICES-MEDICAL LABORATORIES
Exchange
NASDAQ
CS
P/S (TTM)
19.6
GRAIL Inc is a healthcare company focused on developing technologies for early cancer detection. The company has developed a multi-cancer early detection blood test that has the ability to detect all types of cancer, across all stages. It operates in one reportable operating segment which provides multi-cancer early detection testing and service.
www.grail.com| Trader / Portfolio | Conviction |
|---|---|
| RH IndividualLiam | — |
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 55,200 | $2.9M |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Analyst estimates unavailable for this ticker.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $181M | +23.1% | $-9.63 | $-10.28–$-9.04 | — | 5 |
| 2027 | $227M | +25.3% | $-10.20 | $-10.55–$-9.78 | — | 5 |
| 2028 | $288M | +26.8% | $-9.69 | $-12.01–$-8.29 | — | 8 |
| 2029 | $377M | +31.0% | $-10.33 | $-11.60–$-9.45 | — | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $-2.66 | $-2.56 | +3.8% |
| 2026-05-05 | $-2.76 | $-2.29 | +17.1% |
| 2026-02-19 | $-3.33 | $-2.44 | +26.7% |
| 2025-11-12 | $-3.36 | $-2.46 | +26.8% |
| 2025-08-12 | $-3.14 | $-3.18 | -1.3% |
| 2025-05-13 | $-4.03 | $-3.10 | +23.1% |
| 2025-02-20 | $-4.41 | $-2.89 | +34.5% |
| 2024-11-12 | $-6.43 |
| $-3.94 |
| +38.7% |
| $6.3B |
| — |
| DYNDyne Therapeutics, Inc. | $18.52 | +1.70% | $3.5B | — |
| IDYAIDEAYA Biosciences, Inc. | $38.03 | +1.17% | $3.6B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
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Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding GRAL.
$GRAL As of 10:30 am 9/14/26 over 1500 90c alls and > 1500 100 calls were traded . Expiration 10/16/26 .Not sure if they bought or sold . In any event it seems that somebody is anticipating a big move . At that time very little options traded on any strike price for both calls and puts exp. 10/16/26
View on StockTwits ↗$GRAL Bottomline, it's a novel, first of its kind lab test and not a treatment for cancer. Clinical evidence points to high reliability and validity. While it failed its primary end point for UK NHS clinical utility trial, it did achieve a significant 20% reduction in stage 4 cancers via early detection and met all 3 secondary end points. Evidence points to growing adoption via private payors, Tricare and private partnerships (HIMS, Samnsung, etc). Why be a nervous Nellie? I have no doubt ADcom experts will recommend approval with guidance to contune post marketing surveliance and addtional studies to guide broader adoption. Start slow and add speed with better visibility. Do your own DD.
View on StockTwits ↗$GRAL It will be very interesting if most investors think that an AdCom is only being held because there is some specific problem with test. For a first-of-its-kind device in a genuinely new category, an AdCom can also be part of establishing the regulatory framework and evaluating a technology the FDA has never reviewed before. If the market is broadly interpreting the AdCom itself as evidence of a problem, that could create a very interesting setup.
View on StockTwits ↗$GRAL $GRAL If Galleri receives FDA approval, the size of the opportunity changes immediately. The real Galleri opportunity is far larger than the U.S. Our demographic estimate puts the 50+ population at roughly 125M in the U.S., ~300M in Europe and >1.1B in Asia. At just 5% penetration, that is 75M+ potential annual tests — before Latin America or other markets. At 400$ per test it is 28 bil $ revenue.
View on StockTwits ↗$GRAL @Monkey7779192 Keep in mind what i said in an earlier post : If the FDA does not approve the test to be covered by medicare Look out below . The 52 week range is $36-$118. I see a lot of options ( both calls and puts ) for Oct . I think they are having independent scientists coming in on 9/23/26 which works with the FDA . I actuall y got an email from Galleri saying my last test was 5/4/24 and of course suggest i should take another . more info on Galleri.com or (833) 694-2553
View on StockTwits ↗$TNXP We break $14.33 fib level next week and test the next fib at $21.19 (78.6 level). The RSI is so beat down on this and the EMA's are ready for a spring back! $TNON $GRAL $SLS
View on StockTwits ↗$TNXP This is bottom today boys and girls. I loaded more on my long and started a big swing position here today. $TNON $GRAL
View on StockTwits ↗$GRAL Gemini's current Galleri Multi-Cancer Early Detection Test coverage summary. See 3rd entry below. The bill by Congress shows the government would like more data before recommending medicare reimbursement... Current Coverage StatusOut-of-Pocket Cost: Without insurance coverage, the standard list price for the Galleri test is typically $949, though discounts or promotional pricing are sometimes available. [1] (https://www.galleri.com/patient/the-galleri-test) Limited Exceptions: A few select health plans cover the test. For example, TRICARE covers the test for eligible military beneficiaries aged 50 and older with an elevated risk for cancer. A small number of commercial or regional insurers (such as Priority Health or Curative) have added coverage for specific Medicare Advantage or self-insured employer group plans. [1] (https://www.galleri.com/get-started/patients), [2] (https://grail.com/press-releases/priority-health-collaborates-with-grail-as-the-first-michigan-health-plan-to-offer-the-galleri-multi-cancer-early-detection-blood-test-to-employer-plans/), [3] (https://grail.com/press-releases/curative-insurance-company-adds-grails-galleri-test-to-member-benefits-for-multi-cancer-early-detection/) Future Medicare Reimbursement: Congress passed a law allowing Medicare to begin reimbursing multi-cancer early detection (MCED) tests starting in 2028, pending broader federal approvals and guideline updates
View on StockTwits ↗$GRAL Volume is low and not much options flow. Its possible the adcom wont be that important.
View on StockTwits ↗$GRAL @SunAndStorm I took the test and for $750 i felt it was well worth it . Hell knows how many times I lost 10x that trading in a day. BTW some Dr. charge $1000 . However I know a woman who had Breast Cancer and Between surgery , Chemo , Radiation Etc. Her bill was over $300K . That was over ten years ago . This test is supposed to detect Cancer in a very early stage as I understand it . I own the stock and Calls . If the FDA does not approve it , Look out below !
View on StockTwits ↗$GRAL Options pricing suggesting it may move 30 percent up or down. Kinda disappointing.
View on StockTwits ↗$GRAL Question on Galleri Cancer Screening Test approval from @Monkey7779192 from FDA. The test attempts to diagnose the presence of 51 different cancers and beat clinical testing alone that tends to pick up earlier cancers better, because they are not seeding the blood with enough tumor DNA, because they have not invaded the tissue enough among other possible factors.... Formal FDA review is on Sept. 23rd. Hard to say how they will vote. It depends on whether they determine it is cost effective. The increased pickup in early dx is between 16% and 19% depending on whether you look at Stage I and II patients vs. Stages I -III patients. So if you screen the entire pop. to pick that up, is it cost effective? That will drive the approval or non-approval. Cancer drugs that only extend life by 4 months get approved, so it could happen to this diagnostic test for cancer. At ~$750 per test, running standard annual screening across a population requires roughly $350,000+ in pure testing costs alone to pick up a single early-stage cancer. (that's from Gemini's analysis) The test also has the ability to pick up cancers for where there is no screening, for example... Esophageal Cancer: 57.1% drop in Stage IV diagnoses during follow-up rounds. Colorectal Cancer: 34.4% drop in Stage IV diagnoses during follow-up rounds. This means that it could break out testing subsets of patients who have risk factors for esophageal and the other essentially unscreenable cancers and offer specific vs. buckshot testing for all common cancers. I worked with Gemini to look at the data on the total group of G-Test Pos. Clinical Neg. patients, meaning their cancers were missed by clinicians. Note that 82% of these remain unsolved in terms of IDing a clinically evident tumor. Longer term follow-up will be required to see how many of these are just "early detection." In other words, the results could improve further over time... The table shows the breakdown of tumors detected on follow-up from this G--Test Positive Clinically Negative subgroup by Stage... IMO.
View on StockTwits ↗$GRAL Options premium seems reasonable cheap if this will either drop to below 50 or pop above 110 after the adcom.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.