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Guardant Health stock decline after data a ‘bit’ overdone, says Raymond James

Guardant Health (GH) on Thursday shared data for its Shield V2 algorithm update, saying overall sensitivity increased to 84% from 83%, a modest shortfall vs. bullish takes looking for a metric approaching high 80s, Raymond James analyst Andrew Cooper tells investors. The firm, which has an Outperform rating on the stock, believes the double digit lows touched Thursday morning are a “bit” overdone, and says Guardant remains in the lead in blood-based CGP and tumor-free MRD, both large and growing opportunities in their own rights.

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