Core Insights - Guardant Health aims to provide individuals with more time free from disease, having pioneered the first liquid biopsy test for cancer therapy selection over 10 years ago [2] - The company has tested over 1 million patients and has received orders from over 12,000 oncologists and thousands of primary care physicians [2] - Guardant Health has invested approximately $2 billion in R&D to develop innovative products and establish itself as a leader in the liquid biopsy market [3] Company Overview - Guardant Health has expanded its offerings to include recurrence monitoring and cancer screening, demonstrating its commitment to helping more patients [2] - The company has built a world-class commercial organization, indicating strong operational capabilities and market presence [3] - Guardant Health believes it is still in the early stages of its growth and innovation journey [3]

Core Insights - The healthcare sector has outperformed all other sectors, including technology, since the beginning of September, with the State Street Health Care Select Sector SPDR ETF (XLV) rising by 13% during this period [2][5] - The Tema Oncology ETF (CANC) has experienced a significant increase of 28% since September and is up 41% year-to-date [2][5] Company Highlights - Revolution Medicines (RVMD) is the top holding in the Tema Oncology ETF, with a remarkable gain of 127% since August 11, attributed to its strong management and potential breakthrough in pancreatic cancer therapy [3][4] - Roche Holdings (RHHBY) is noted for its portfolio of cancer immunology drugs, trading at an attractive PE ratio of 15, and has a significant pipeline that could enhance its valuation, especially following a positive readout in a breast cancer trial [4][6] - Guardant Health (GH) specializes in diagnostics, particularly a liquid biopsy test for early cancer detection, which is particularly relevant for colorectal cancer, the fastest-growing cancer among young people in the US [6][7]