Company Overview - BillionToOne, Inc. is a healthcare diagnostics company specializing in molecular counting technology for single-molecule DNA detection, focusing on non-invasive prenatal testing and oncology liquid biopsy solutions [6] - The company generates revenue by providing advanced molecular testing services to healthcare providers and laboratories, leveraging proprietary molecular counting technology for high-sensitivity DNA analysis [8] Financial Metrics - As of February 13, 2026, the company's stock price was $88.61, reflecting a 48% increase from its November IPO price of $60 [7][10] - The market capitalization of BillionToOne is $4.06 billion, with a revenue of $254.14 million and a net income of -$14.20 million for the trailing twelve months (TTM) [4] Recent Developments - On February 13, 2026, Napean Trading & Investment disclosed a new position in BillionToOne, acquiring 233,333 shares valued at $19,095,973, which accounts for 3.71% of the fund's reportable U.S. equity assets under management [1][9] - The company reiterated its 2025 revenue guidance of $293 million to $299 million and projected 2026 revenue between $415 million and $430 million, indicating a growth rate of 40% to 45% at the midpoint [10] Market Position - BillionToOne's offerings include precision molecular diagnostics such as UNITY Complete (non-invasive prenatal screening), Northstar Select (liquid biopsy for tumor mutation profiling), and Northstar Response (cancer burden monitoring) [8] - The company is positioned to address critical needs in precision medicine and clinical diagnostics, with primary customers including hospitals, clinics, and research institutions focused on prenatal care and oncology diagnostics [6][8]
BillionToOne Stock at $89: Why a New $19.1 Million Position Could Matter Now