CMF Swift,
From a business perspective I think NVTA is hitting it out of the park. I was also intrigued by Todd Campbell’s Industry Focus podcast on it. We may all benefit from their wide array of screening someday.
Important disclaimer: I will not discuss the politics of my comments.
I think it is critical to point out one aspect of this investment: prenatal testing. Prenatal testing may lead to many abortions. I think this should be highlighted on the list of what they do.
https://www.invitae.com/en/prenatal-diagnosis/
As a Christian, I try to avoid investments largely related tobacco, gambling, abortion, or anything I think might be hurtful to people. I am not judging anyone as evil or misguided that doesn’t invest like I do, but I want people to have the information to make the correct investment decision for themselves. I appreciate your hard work highlighting a potential investment. Post like yours are what helps to make this board great. This probably going to be a great investment, but not for me.
Best,
bulwnkl