Hold Rating for CareDx Amid Revenue Uncertainties and Valuation DiscountWe believe the company’s synergistic and expanding portfolio of offerings, transplant cases growing in the midsingle digits annually, tailwinds from government initiatives like the IOTA (Increasing Organ Transplant Access) model, and CareDx’s leading share in the testing services are the ingredients for sticky, predictable, and profitable revenue growth. Better days ahead. CareDx has seen significant business pressures in recent history, including (ongoing) reimbursement headaches, patent litigation and securities investigations, and changes in the executive suite. Downside potential related to the draft LCD is likely priced in, but shares may be in a holding pattern until it is finalized. When this happens, shares could rebase and move much higher.Attractive financial profile.