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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
48% from low
Sector
SERVICES-MEDICAL LABORATORIES
Exchange
NASDAQ
CS
P/S (TTM)
19.8
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 | — |
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Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding GRAL.
$GRAL Monday we should see some volatility. Agressive options flow on Monday will also confirm if people expect a huge movement after adcom. If none then not worth it.
View on StockTwits ↗$GRAL 21–14 business days before the AdCom: FDA sends the sponsor its FDA briefing materials, or the relevant portions, prepared for public release, for the sponsor to review. 13–9 business days before: FDA and the sponsor discuss any concerns regarding disclosure/redactions; the sponsor reviews the FDA material. 7 business days before: FDA resolves remaining redaction issues and sends the materials forward for public posting. ~5 business days before: for CDRH medical-device panels, FDA and the applicant exchange draft presentation slides. No later than 2 full business days before: FDA publicly posts the sponsor’s and FDA’s briefing materials.
View on StockTwits ↗$GRAL Under FDA’s standard AdCom process, GRAIL should already have received the FDA briefing materials weeks ago. That makes yesterday’s comments from the Chief Medical Officer much more interesting — he was speaking after the company had likely already seen the FDA’s key issues and concerns. His tone was notably confident and focused on labeling and next steps, not on any major safety or effectiveness problem.
View on StockTwits ↗$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 ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
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.