Dr. Anand: Officially I still cover medical devices stocks, but I focus on diagnostics. I focus on diagnostics per se without the categorization that sell side has done - life science tools stocks, medical devices stocks, biotechnology stocks or services stocks.
TWST: It's a diverse group.
Dr. Anand: Diagnostics is a diverse group. But from the perspective of health care, and from the perspective of a patient and also from the perspective of regulators, diagnostics is something that happens before treatment or something that governs the direction of the treatment. From that perspective, it is unified. And companies that are involved in diagnostics are what I focus on. The whole thesis on the sector essentially is that there is a sea change in the thought process, at least from the regulator's end, that they are increasingly seeing diagnostics as a way to reduce health care costs. From that perspective, they don't care about technology or the way the Street thinks. That increasingly would be the going theme.
Tickers included in this excerpt: CRA, GHDX, GPRO, IMA, MYGN, QDEL
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