What we've been able to do is develop a technology that really helps uh scrape through all of that data and for our clinical geneticists who works on our team where now AI is serving up what the most likely answer is and it enables them to be able to make the definitive call. So what we're doing is really deploying AI and being able to empower the human on the other end of it, which is a critically important part in ensuring that we are delivering what is life-changing information for many of these families ...

Company Overview - GeneDx Holdings is a healthcare technology company that integrates AI and machine learning with clinical and genomic data, focusing on precision medicine and individualized patient care [7] - The company has a market capitalization of $2.29 billion and reported a revenue of $330 million with a net income of -$38.6 million for the trailing twelve months [6] Recent Financial Performance - GeneDx Holdings shares have appreciated by 141.5% over the past year as of July 11, 2025 [5] - The company reported a 42% year-over-year increase in revenue for the first quarter, driven by high volumes of exome and genome tests [9] - Revenue from exome and genome tests accounted for 82% of GeneDx's total Q1 revenue, with the net loss for the quarter shrinking to $6.5 million from $20 million in the prior-year period [10] Insider Activity - On July 11, 2025, Kevin Feeley, CFO of GeneDx Holdings, sold 5,278 shares, reducing his holdings to 3,392 shares, which represents approximately 0.01% of total shares outstanding [1][4] - This sale is consistent with Feeley's recent trading patterns, as it is near the median trade size for him over the last several quarters [3] Growth Catalysts - GeneDx has strong growth prospects, particularly following its acquisition of Fabric Genomics, which enhances its AI-driven test interpretations and expands its genomics testing portfolio [12] - The company is targeting a larger patient population by expanding testing to outpatient pediatrics, NICU patients, and newborns [11] - Management has raised its full-year revenue guidance to a range of $360 million to $375 million, up from the previous forecast of $350 million to $360 million [10]

Company Overview - Zoetis is a global leader in animal health, generating $9.3 billion in revenue last year [3] - The company has over 70 years of experience in delivering medicines, vaccines, diagnostics, and genetic testing [3] - Zoetis employs approximately 14,000 colleagues worldwide and boasts a strong R&D engine [3] Market Position and Growth - The company operates in two attractive end markets characterized by strong secular growth trends [4] - Zoetis has a competitive advantage through innovation, scale, and differentiated execution [4] - The industry grows at a rate of 4% to 6%, with Zoetis growing on average three percentage points above this rate [4]