What kind of company is Natera, the largest hold positions of Drew Miller?
Currently, there is a lack of precision in adjuvant therapy plans after tumor (MRD) surgery, while MRD testing can detect molecular abnormalities originating from the tumor, enabling early detection of cancer recurrence and guiding precise postoperative treatment. Huayuan Securities believes that natera's MRD testing business has significant competitive advantages, and its launched Signatera product is expected to become the core driving force behind the company's rapid performance improvement.
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Druckenmiller made significant adjustments in the third quarter: opened positions in Bank of America and Broadcom, continued to increase holdings in the top position Natera.
Natera's position significantly increased by 80.61% compared to the previous quarter. Druckenmiller also established new positions in Broadcom, banks, and pharmaceutical stocks, while completely liquidating News Corp and telecom company Liberty Global, and reducing shareholding in microsoft.
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