# ![@GG57TLV Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1697168956027514880.png) @GG57TLV Geoffrey Gewurz

Geoffrey Gewurz posts on X about caris life sciences, $cai, company, business the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1697168956027514880/interactions)
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- [--] Week [-------] -8%

### Mentions: [--] [#](/creator/twitter::1697168956027514880/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1697168956027514880/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::1697168956027514880/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1697168956027514880/c:line/m:followers.svg)

- [--] Week [---] +15%

### CreatorRank: [-------] [#](/creator/twitter::1697168956027514880/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1697168956027514880/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  33% [finance](/list/finance)  12% [cryptocurrencies](/list/cryptocurrencies)  7% [technology brands](/list/technology-brands)  5% [celebrities](/list/celebrities)  2% [automotive brands](/list/automotive-brands)  1% [social networks](/list/social-networks)  1%

**Social topic influence**
[caris life sciences](/topic/caris-life-sciences) #2, [$cai](/topic/$cai) #2, [company](/topic/company) #421, [business](/topic/business) 6%, [ai](/topic/ai) 5%, [strong](/topic/strong) 5%, [if you](/topic/if-you) 5%, [systems](/topic/systems) #1824, [science](/topic/science) 4%, [$tem](/topic/$tem) #46

**Top accounts mentioned or mentioned by**
[@fr33d3r](/creator/undefined) [@medchem314](/creator/undefined) [@drrkurzrock](/creator/undefined) [@sentinelflash](/creator/undefined) [@nanalyzetweets](/creator/undefined) [@alisonbobeth](/creator/undefined) [@ajmanaseer](/creator/undefined) [@carisls](/creator/undefined) [@0xfuckleroy](/creator/undefined) [@gg86notec209255599r9disutmmediumiosutmsourcenotesshareaction](/creator/undefined) [@gg86notec213542062r9disutmmediumiosutmsourcenotesshareaction](/creator/undefined) [@aiims1742](/creator/undefined) [@oncoalert](/creator/undefined) [@petermantas](/creator/undefined) [@fidelityinvestments](/creator/undefined) [@gg86notec208707070r9disutmmediumiosutmsourcenotesshareaction](/creator/undefined) [@mphartmann](/creator/undefined) [@elizsmckenna](/creator/undefined) [@elvinwag](/creator/undefined) [@cdaacr](/creator/undefined)

**Top assets mentioned**
[Caris Life Sciences, Inc. (CAI)](/topic/caris-life-sciences) [Chasm (CAI)](/topic/$cai) [Tempus AI, Inc. (TEM)](/topic/$tem) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [Natera, Inc. Common Stock (NTRA)](/topic/$ntra) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [psa10 coin (GRAIL)](/topic/$grail) [Tesla, Inc. (TSLA)](/topic/tesla) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Nurix Therapeutics, Inc. (NRIX)](/topic/$nrix)
### Top Social Posts
Top posts by engagements in the last [--] hours

"For anyone looking for more context my earlier posts lay out the framework this builds on"  
[X Link](https://x.com/GG57TLV/status/2021195901138764081)  2026-02-10T12:13Z [---] followers, [--] engagements


"The excitement around Nektar Therapeutics $NKTR is justified. Probably more than justified. The data is real now. Rezpeg has durability a coherent mechanism and massive upside if it keeps working. This is no longer a hope trade. But heres the part most investors ignore. Binary wins create taxable events. After the pop capital has to be redeployed into the next idea with new risk. Thats not compounding. Thats serial speculation. Theres nothing wrong with binaries. They can be hugely profitable. But its a very different game from owning businesses that quietly compound through data workflow"  
[X Link](https://x.com/GG57TLV/status/2021488829601821154)  2026-02-11T07:37Z [---] followers, [---] engagements


"Smart workflow addition. Imaging AI improves clinical decisions but its still pattern recognition on scans. The real long-term edge will come from genome-wide longitudinal molecular data that detects disease before imaging can. We're excited to announce a collaboration with Median Technologies to bring their proprietary eyonis LCS to theTempus Pixel platform. This collaboration empowers clinical workflows with a powerful tool to support informed diagnostic and disease management decisions. Read on: https://t.co/FXaDuOL5E8 We're excited to announce a collaboration with Median Technologies to"  
[X Link](https://x.com/GG57TLV/status/2022171765510930567)  2026-02-13T04:51Z [---] followers, [--] engagements


"How can anyone research [--] stocks I am researching one and its competitors for [--] months and still dont know everything. The amount of BS out there makes me wonder sometimes.and the disclaimer"  
[X Link](https://x.com/GG57TLV/status/2022321145647612105)  2026-02-13T14:45Z [---] followers, [--] engagements


"@AlisonbobEth @Dr_R_Kurzrock I really like this way of thinking about it. If cancer is a slow systems drift rather than a single mutation event then snapshot testing feels fundamentally incomplete. Longitudinal measurement suddenly makes a lot more sense"  
[X Link](https://x.com/GG57TLV/status/2022705419987394803)  2026-02-14T16:12Z [---] followers, [--] engagements


"People always ask: How did I miss Apple How did I miss NVIDIA Most investors dont miss great stocks. They miss industry inflection points. Ive seen earlier healthcare waves: blockbuster drug eras with Pfizer Schering-Plough and Eli Lilly and Company then great science companies like Alnylam and Vertex. But very few true compounding systems. Thats whats starting to change. Platforms are emerging in different layers of healthcare: workflow systems of record (Epic Systems) real-world evidence platforms (Oracle) longitudinal molecular truth (Caris Life Sciences) upstream biology engines"  
[X Link](https://x.com/GG57TLV/status/2020847179821162715)  2026-02-09T13:08Z [---] followers, [---] engagements


"I just published my most elaborate piece on Caris Life Sciences. It covers the hard questions around the company and why the conclusion could be financially meaningful. You are welcome to view and subscribe. https://gg86.substack.com/p/the-reservations-around-caris-andr=9dis https://gg86.substack.com/p/the-reservations-around-caris-andr=9dis"  
[X Link](https://x.com/anyuser/status/2021195125439987866)  2026-02-10T12:10Z [---] followers, [---] engagements


"Strong execution by Personalis. Medicare coverage for NeXT Personal in lung cancer MRD opens what could become a few hundred million dollar annual market over time. TRACERx validation makes it even more credible"  
[X Link](https://x.com/GG57TLV/status/2021200921531908426)  2026-02-10T12:33Z [---] followers, [--] engagements


"The second engine at Caris Life Sciences ($CAI) is MCED plus longitudinal testing turning early detection into a recurring compounding data and revenue flywheel. I already did a deep dive and its good stuff here: Next up: a surprise look at what a combined $TEM + $PSNL platform could really become. Stay tuned. https://open.substack.com/pub/gg86/p/understanding-caris-life-sciencesr=9dis&utm_medium=ios https://open.substack.com/pub/gg86/p/understanding-caris-life-sciencesr=9dis&utm_medium=ios"  
[X Link](https://x.com/GG57TLV/status/2021458053661422005)  2026-02-11T05:35Z [---] followers, [--] engagements


"Stay tuned for $TEM & $PSNL"  
[X Link](https://x.com/GG57TLV/status/2021458360378458311)  2026-02-11T05:36Z [---] followers, [---] engagements


"I updated the Caris deep dive after reviewing new analyst material that clarified how the physician platform is layering into multiple revenue engines. For those who havent read it its a great way to understand the company and for those who have the first section is worth revisiting. https://substack.com/@gg86/note/c-213542062r=9dis&utm_medium=ios&utm_source=notes-share-action https://substack.com/@gg86/note/c-213542062r=9dis&utm_medium=ios&utm_source=notes-share-action"  
[X Link](https://x.com/GG57TLV/status/2021962119638380711)  2026-02-12T14:58Z [---] followers, 38.1K engagements


"This is the high end concierge medicine. But you cant reach molecular conclusions if you dont have enough deep sampling with AI. That is the Caris advantage. They will buy the tests. The future of longevity is coming to Houston. Bringing a new standard of healthcare to the city our new location will offer AI-Guided Diagnostics deeply personalized programs and restorative therapies designed to extend healthspan not just lifespan. Before our doors open https://t.co/PHEpdZy2nm The future of longevity is coming to Houston. Bringing a new standard of healthcare to the city our new location will"  
[X Link](https://x.com/GG57TLV/status/2022002903901487233)  2026-02-12T17:40Z [---] followers, [---] engagements


"Market comment when technological change is fast multiples compress. You have to own the right stock at the right valuation otherwise you dont come back. A good company is defensible by design and has the ability to control choke points. The market knows which companies have these traits among mega caps but struggles with smaller companies. For that reason you really need to know what you are doing. Therefore I follow only one industry and like very few stocks. If you dont dig really deep and cover every stone only invest top down. The other alternative is momentum and technical and that is a"  
[X Link](https://x.com/GG57TLV/status/2022007209174217017)  2026-02-12T17:57Z [---] followers, 36.7K engagements


"TXG has been at 600-620 in revenue for half a decade great company intriguing industry but the wrong layer. Illumina also crashed last week after earnings. TXG is a buy only for takeout potential. ILMN is a market multiple category killer but little growth. Profits will accumulate where decisions are made and dependency created. $CAI the only profitable oncology diagnostics company"  
[X Link](https://x.com/GG57TLV/status/2022326604903399705)  2026-02-13T15:06Z [---] followers, [--] engagements


"Actually EXAS is also profitable but no longer independent"  
[X Link](https://x.com/GG57TLV/status/2022327776125259902)  2026-02-13T15:11Z [---] followers, [--] engagements


"Tempus built the oncology data platform without early detection. Grail built early detection without the platform. Theyre mirror images and now face the same strategic problem: who closes the gap first. I broke down the economics execution risk and why Personalis may be the lever that reshapes Tempuss future 👇 link $TEM $GRAL The Mirror in Cancer Diagnostics https://open.substack.com/pub/gg86/p/the-mirror-in-cancer-diagnosticsr=9dis&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GG57TLV/status/2022734429425197363)  2026-02-14T18:07Z [---] followers, [--] engagements


"@fr33d3r I did a piece on TEM if you are interested: https://open.substack.com/pub/gg86/p/the-mirror-in-cancer-diagnosticsr=9dis&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/gg86/p/the-mirror-in-cancer-diagnosticsr=9dis&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GG57TLV/status/2022739929726349328)  2026-02-14T18:29Z [---] followers, [--] engagements


"@fr33d3r Glad it was useful. I look at $CAI less as health AI and more as the molecular data engine that AI sits on top of. $TEM is great on the analytics layer but depth + longitudinal biology is where the real compounding happens. Curious what you think after the deeper dive"  
[X Link](https://x.com/GG57TLV/status/2022754071044665780)  2026-02-14T19:25Z [---] followers, [--] engagements


"@Aiims1742 @OncoAlert Cancer vaccines are downstream. The real leverage is upstreamowning longitudinal tumor genomics + outcomes that define vaccine targets. Thats Caris Life Sciences territoryand structurally more profitable than manufacturing shots"  
[X Link](https://x.com/GG57TLV/status/2014236444152266901)  2026-01-22T07:19Z [---] followers, [--] engagements


"Watching $GRAIL rerate while $CAI barely moves raises a familiar question for me. Ive learned to be cautious when markets reward the most visible product before they understand where the learning loop sits. Weve seen this in more recent platforms - Tesla wasnt just selling cars; the real leverage was data networks and a system that got smarter with every mile driven. Thats why this divergence is interesting. A test can scale quickly and still not explain where compounding actually lives. Sometimes the signal isnt the product -its who owns the feedback over time. The open question isnt who has"  
[X Link](https://x.com/GG57TLV/status/2014617817794888159)  2026-01-23T08:34Z [---] followers, [---] engagements


"$NTRA is not a leader in MCED but in MRD $GRAL is first mover but the test has poor statistics $GH has a wide portfolio but false positiveness make their test utility limited. $TWST is a difficult business Only $NTRA is CF positive as well as $CAI which is coming out with a test shortly. https://twitter.com/i/web/status/2015405895258153202 https://twitter.com/i/web/status/2015405895258153202"  
[X Link](https://x.com/GG57TLV/status/2015405895258153202)  2026-01-25T12:46Z [---] followers, [--] engagements


"This review makes the point clearly: sequencing itself is no longer the constraint. The constraint is architecture. Integrating genomics pathology and clinical data into a longitudinal workflow-embedded system is what determines clinical and economic leverage. Caris Life Sciences was built around that integration problem from day one. https://twitter.com/i/web/status/2016037552797479220 https://twitter.com/i/web/status/2016037552797479220"  
[X Link](https://x.com/GG57TLV/status/2016037552797479220)  2026-01-27T06:36Z [---] followers, [---] engagements


"Jewish wisdom teaches that vision precedes consensus. Some visionaries are already proven by the market like Elon Musk and Jensen Huang. Others are still early and only partially validated. That is how I see David Dean Halbert today. I understand why many do not see it yet. $CAI #mced People who doubt your vision doubt it because YOUR vision. They are not meant to understand it. The opposite is true; if they do understand your vision then it's not Divine enough to be yours https://t.co/xdVn1gDYSy People who doubt your vision doubt it because YOUR vision. They are not meant to understand it."  
[X Link](https://x.com/GG57TLV/status/2016062012866883628)  2026-01-27T08:13Z [---] followers, [---] engagements


"Why Achieve-1. Why now. Achieve-1 is Caris Life Sciencess pivotal MCED study. Its goal isnt a headline result but proof that early detection works over time in the real world. Following the results the Caris Detect MCED test is expected to launch. In Cariss own datasets sensitivity has ranged roughly 8395% (for context GRAIL has reported 27% sensitivity in Stage I disease). Achieve-1 is where that performance is stress-tested prospectively at scale using a longitudinal design and whole-genome biology not panels. This matters because the MCED Act decision window is expected later this quarter."  
[X Link](https://x.com/GG57TLV/status/2016238620559192387)  2026-01-27T19:55Z [---] followers, [---] engagements


"@peter_mantas Whats interesting about $NRIX isnt one program. Its the moment when protein degradation stops being an interesting modality and starts being treated like a repeatable drug engine"  
[X Link](https://x.com/GG57TLV/status/2016437622038573228)  2026-01-28T09:06Z [---] followers, [--] engagements


"Most successful diagnostics didnt start with broad coverage. They earned it by proving clinical value in real workflows first. If adoption is real payers eventually show up. I am working on a $CAI report that I will put on Substack. It will explain a great deal about where the company stands and stock market and analyst perception will be implied. https://twitter.com/i/web/status/2017627025834471638 https://twitter.com/i/web/status/2017627025834471638"  
[X Link](https://x.com/GG57TLV/status/2017627025834471638)  2026-01-31T15:52Z [---] followers, [--] engagements


"Everyone on X talks stocks all day. If they had an edge theyd be running a hedge fund. Here we break down diagnostics platforms and the systems shaping medicine. Sometimes that turns into an investment idea"  
[X Link](https://x.com/GG57TLV/status/2018958952415862933)  2026-02-04T08:04Z [---] followers, 46.8K engagements


"Im prepping a focused series of deep dives on Caris Life Sciences MCED longitudinal diagnostics and platform dynamics that sit beyond the scope of typical sell-side models. Follow and stay tuned for the series"  
[X Link](https://x.com/GG57TLV/status/2019379363268161730)  2026-02-05T11:55Z [---] followers, 36.2K engagements


"Some comes from aging blood cells themselves. Thats called CHIP. If you dont filter it out liquid biopsy can: flag cancer that isnt there distort therapy decisions add noise to MRD and early detection Caris Life Sciences builds CHIP correction directly into its clinical reports separating true tumor DNA from blood-cell mutations. Others (like Guardant) acknowledge CHIP and do partial filtering but mostly as a bioinformatics adjustment rather than a fully integrated clinical interpretation layer. In short: Caris = clean signal built into the platform Next best = some filtering but less context"  
[X Link](https://x.com/GG57TLV/status/2019638378484900042)  2026-02-06T05:04Z [---] followers, [---] engagements


"One blood test that watches for many cancers will eventually make most single-cancer screens feel like flip phones. 🔍 PSA can stay quiet while cancer progresses. New ENZAMET post-hoc analysis shows radiographic progression without PSA rise in mHSPC is real common and dangerous. 🧪 Study essentials Retrospective analysis of ENZAMET (ANZUP 1304) n = [----] mHSPC patients Enzalutamide vs https://t.co/kssS7b16t3 🔍 PSA can stay quiet while cancer progresses. New ENZAMET post-hoc analysis shows radiographic progression without PSA rise in mHSPC is real common and dangerous. 🧪 Study essentials"  
[X Link](https://x.com/GG57TLV/status/2019642469756112946)  2026-02-06T05:21Z [---] followers, [--] engagements


"Fidelity disclosed a 5% stake in Caris Life Sciences. This looks like active PM capital via FMR not index flow further tightening float ahead of major clinical and reimbursement milestones. Institutions typically size into platform architectures with compounding data moats not single-product diagnostics. Quiet validation of the longitudinal + MCED thesis. @FidelityInvestments https://twitter.com/i/web/status/2019649204495192413 https://twitter.com/i/web/status/2019649204495192413"  
[X Link](https://x.com/GG57TLV/status/2019649204495192413)  2026-02-06T05:47Z [---] followers, 43.7K engagements


"Just published a deep dive on how Caris Life Sciences is building a three-engine precision medicine platform and why MCED is the flywheel most investors are missing. Doctors. Patients. Pharma. One compounding molecular engine. Full piece on Substack: Next up: four myths about Cariss platform and business model https://open.substack.com/pub/gg86/p/understanding-caris-life-sciencesr=9dis&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/gg86/p/understanding-caris-life-sciencesr=9dis&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GG57TLV/status/2019786027074744516)  2026-02-06T14:51Z [---] followers, [---] engagements


"STAT+ confirms what many in diagnostics already know: Early cancer detection isnt about distribution. Its about sensitivity depth and longitudinal design. Commercializing ahead of evidence creates false comfort. Ive written in depth on why current MCED models struggle and what the winning architecture looks like 👇 https://substack.com/@gg86/note/c-208707070r=9dis&utm_medium=ios&utm_source=notes-share-action https://substack.com/@gg86/note/c-208707070r=9dis&utm_medium=ios&utm_source=notes-share-action"  
[X Link](https://x.com/GG57TLV/status/2020180637949255983)  2026-02-07T16:59Z [---] followers, 24.6K engagements


"The biggest misconception right now is that MCED is a single test problem. Its actually a longitudinal data + sensitivity architecture problem"  
[X Link](https://x.com/GG57TLV/status/2020180787686195221)  2026-02-07T17:00Z [---] followers, [--] engagements


"I mentioned that the next piece in my series on Caris Life Sciences would focus on common myths around the business model. Before that Im stepping into something more fundamental: how managements long-term strategic decisions shaped the platform architecture itself. Early bets on full DNA and RNA longitudinal data machine learning and now genome-wide MCED werent accidents. They were foresight. Leadership built a system not just products. More soon on Substack. https://twitter.com/i/web/status/2020189791128531137 https://twitter.com/i/web/status/2020189791128531137"  
[X Link](https://x.com/GG57TLV/status/2020189791128531137)  2026-02-07T17:35Z [---] followers, [---] engagements


"Really interesting insight. It highlights how target expression alone doesnt tell the full story anymore. Payload sensitivity and resistance biology are becoming just as important especially as ADCs evolve. This is where deeper and longitudinal molecular profiling starts to matter much more than one-time biomarkers. https://twitter.com/i/web/status/2020192908641472635 https://twitter.com/i/web/status/2020192908641472635"  
[X Link](https://x.com/GG57TLV/status/2020192908641472635)  2026-02-07T17:48Z [---] followers, [--] engagements


"@mp_hartmann @ElizSMcKenna @Elvin_Wag @CD_AACR Mark thank you for sharing this. Its a great illustration of how the same mutation can behave very differently depending on cellular state and developmental context. A strong reminder of how much biological nuance sits behind what can look like a simple genetic change"  
[X Link](https://x.com/GG57TLV/status/2020208038414807247)  2026-02-07T18:48Z [---] followers, [--] engagements


"Respectfully PMA approval doesnt make something standard of care. MCED will be decided by early-stage sensitivity false-positive economics and whether the test fits real clinical workflows over time. Regulatory clearance is necessary but architecture is what determines adoption. The category will be huge. Not every first-gen approach will scale. https://twitter.com/i/web/status/2020208781557145979 https://twitter.com/i/web/status/2020208781557145979"  
[X Link](https://x.com/GG57TLV/status/2020208781557145979)  2026-02-07T18:51Z [---] followers, [--] engagements


"Adam Id push a bit further. The channel is one issue but the test itself matters too. With 17% stage-1 sensitivity the clinical impact is limited. If it goes through FDA PMA Id expect authorization only in narrow high-risk populations largely to catalyze the category rather than enable broad screening. Weak early detection combined with aggressive consumer marketing is where real misuse risk comes in. https://twitter.com/i/web/status/2020209958470795568 https://twitter.com/i/web/status/2020209958470795568"  
[X Link](https://x.com/GG57TLV/status/2020209958470795568)  2026-02-07T18:56Z [---] followers, [--] engagements


"DCFs here implicitly assume software-style terminal economics. Historically diagnostics businesses tend to hit operational scaling limits and ASP pressure long before that unless they control end-to-end clinical workflows. Thats the real variable to watch over the next few years. https://twitter.com/i/web/status/2020213262621528108 https://twitter.com/i/web/status/2020213262621528108"  
[X Link](https://x.com/GG57TLV/status/2020213262621528108)  2026-02-07T19:09Z [---] followers, [--] engagements


"@GIMedOnc Dr. Hornstein would love to hear if youve seen any longitudinal assays narrow this kind of discordance in real-world use"  
[X Link](https://x.com/GG57TLV/status/2020217485656478184)  2026-02-07T19:25Z [---] followers, [---] engagements


"Guardant has built an impressive liquid biopsy stack and Shield ramp is real. No question execution has been strong. The open question for me is whether better screening + lower COGS scales into true longitudinal platform control or stays a high-throughput diagnostics business with great products. Smart economics help. Owning the patient journey compounds. Thats where the long-term winners separate"  
[X Link](https://x.com/GG57TLV/status/2020386840675586227)  2026-02-08T06:38Z [---] followers, [--] engagements


"Execution and the stock have been strong but the strategic risk is that blood-only MCEDs lack molecular depth and pathology grounding while competitors are building deeper longitudinal tissue-anchored platforms. If those approaches become the clinical gateway lower specificity makes it hard for a blood-only test to control the entry point into ongoing care and the downstream feedback loop"  
[X Link](https://x.com/GG57TLV/status/2020390156549648390)  2026-02-08T06:52Z [---] followers, [--] engagements


"@SentinelFlash Pathology + longitudinal design first. Triage rules can be built later. Without ground truth + time-series data nothing compounds"  
[X Link](https://x.com/GG57TLV/status/2020400688053072346)  2026-02-08T07:33Z [---] followers, [--] engagements


"MCED after the Act: from test to platform With the MCED Act now passed early cancer detection is shifting toward routine medical behavior. The real question isnt which MCED test is best. Its which approaches are built for longitudinal system-level medicine. MCED isnt a one-time screen. Its the front door to repeated testing molecular profiling and ongoing monitoring. Single assays improve within narrow lanes. Platforms designed for longitudinal use compound with the category itself. Discussion: As MCED becomes standard practice what will matter more long-term: raw test performance or platform"  
[X Link](https://x.com/GG57TLV/status/2020409275793731605)  2026-02-08T08:08Z [---] followers, [--] engagements


"This shows where older cancer blood tests are starting to hit real limits. When sensitivity becomes the problem companies either keep buying new tech or rebuild from scratch. Platforms like Caris Life Sciences were designed from day one around deep molecular data so they dont need to keep patching holes with acquisitions. https://twitter.com/i/web/status/2020485571362083128 https://twitter.com/i/web/status/2020485571362083128"  
[X Link](https://x.com/GG57TLV/status/2020485571362083128)  2026-02-08T13:11Z [---] followers, [--] engagements


"These insider bullish bets headlines are mostly clickbait. The real signal is ownership + time. At Caris Halbert still owns 45% insiders havent been selling and most buying was around the IPO near todays price. The stock still reflects roughly a [--------] valuation despite years of platform build. Thats how outsized returns are created. We saw it with Palantir: IPO around $10 ran to $40 then wasted [--] years grinding down to $6 while the company executed. The repricing only came once progress was undeniable. Not because of markets. Because of fundamentals catching up to a compressed valuation."  
[X Link](https://x.com/GG57TLV/status/2020523484024103388)  2026-02-08T15:41Z [---] followers, 45.9K engagements


"The first engine of Caris Life Sciences isnt test volume. Its physician workflow. Not just ordering diagnostics but becoming embedded in real treatment decisions. Depth that actually changes therapy choices. One molecular engine across profiling MRD and early detection. I break down this engine plus the other two platform engines in a longer piece on Substack. https://substack.com/@gg86/note/p-187084620r=9dis&utm_medium=ios&utm_source=notes-share-action https://substack.com/@gg86/note/p-187084620r=9dis&utm_medium=ios&utm_source=notes-share-action"  
[X Link](https://x.com/GG57TLV/status/2020525000374071338)  2026-02-08T15:47Z [---] followers, 46.6K engagements


"Over the next month on Substack Im breaking down diagnostics as operating systems starting with Caris Life Sciences one of the rare spaces where software-like scalability meets the defensibility of healthcare regulation and time guardrails where platform architecture takes 510+ years to build and longitudinal data compounds across diagnosis treatment remission and recurrence. So far: MCED and why now Why MCED forces platform reckoning The application layer of MCED The architecture of Caris Life Sciences Oncotype versus MI Clarity in a three-part essay Next over the month: Management Four"  
[X Link](https://x.com/GG57TLV/status/2020536779326001535)  2026-02-08T16:34Z [---] followers, 41.3K engagements


"@Oracle Re-quoting Oracle because this move is bigger than a product launch. Post-Cerner Oracle isnt just adding AI to healthcare. Theyre turning clinical workflow gravity into a life-sciences data platform. Important distinction: Epic Systems is playing defense (fortifying hospital workflows). Oracle is playing offense (monetizing the entire healthcare data economy: trials RWE pharma population data). Thats where long-term platform power accumulates. This doesnt really threaten deep signal owners in diagnostics. Platforms need molecular ground truth. Where it does apply pressure is the"  
[X Link](https://x.com/GG57TLV/status/2020832936753287316)  2026-02-09T12:11Z [---] followers, [--] engagements


"Dr. Jain really appreciated this example. It captures perfectly how real-world evidence is extending what we learn from trials. I actually quoted your post on LinkedIn today to make an analogy about how platforms are starting to industrialize RWE at scale not just as one-off studies. Thanks for sharing such a clear real-world perspective. https://twitter.com/i/web/status/2020840138121564520 https://twitter.com/i/web/status/2020840138121564520"  
[X Link](https://x.com/GG57TLV/status/2020840138121564520)  2026-02-09T12:40Z [---] followers, [--] engagements


"This is a great real-world example of how medicine is moving beyond narrow trial populations into everyday clinical reality. Whats changing now is that Real-World Evidence is shifting from one-off academic studies into continuous learning platforms. With Cerner Oracle is effectively turning clinical workflows into an RWE engine at scale: outcomes safety response patterns across millions of patients over time. Pair that with molecular platforms like Caris Life Sciences that explain why outcomes happen and medicine starts to look like a longitudinal learning system per patient. The pressure"  
[X Link](https://x.com/GG57TLV/status/2020840857159533014)  2026-02-09T12:43Z [---] followers, [---] engagements


"When a founder owns 45% of the company and has spent two decades building infrastructure instead of chasing products vision stops being marketing. That context matters if youre trying to understand where Caris Life Sciences is actually headed. https://open.substack.com/pub/gg86/p/management-is-the-architecturer=9dis&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/gg86/p/management-is-the-architecturer=9dis&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GG57TLV/status/2020923616129630227)  2026-02-09T18:11Z [---] followers, [---] engagements


"For those that missed this at the IPO https://youtu.be/R3rstZImlvgsi=jktNjjnq8EahIxhN https://youtu.be/R3rstZImlvgsi=jktNjjnq8EahIxhN"  
[X Link](https://x.com/GG57TLV/status/2020925891489198450)  2026-02-09T18:20Z [---] followers, [---] engagements


"Large insider ownership doesnt always create excess returns but it aligns interest and is worth noting. This is exceptional"  
[X Link](https://x.com/GG57TLV/status/2020962110826799580)  2026-02-09T20:44Z [---] followers, [--] engagements


"At a $56B market cap Caris Life Sciences stands almost alone among public companies with its CEO David Dean Halbert economically owning 50% of the business (including trusts) a founder-owner structure thats virtually extinct at scale and signals true long-term platform building rather than quarter-to-quarter management. https://twitter.com/i/web/status/2020962702777254190 https://twitter.com/i/web/status/2020962702777254190"  
[X Link](https://x.com/GG57TLV/status/2020962702777254190)  2026-02-09T20:47Z [---] followers, [--] engagements


"Great work on this Peter. It nicely shows how catalyst-driven drug discovery really is. In diagnostics the step-changes tend to come more from reimbursement and regulatory inflections than from pure science. Momentum favored the simplest test stories once coverage flipped while application-layer platform models like GRAIL and Caris remain harder to price and widely misunderstood. https://twitter.com/i/web/status/2021107155013668868 https://twitter.com/i/web/status/2021107155013668868"  
[X Link](https://x.com/GG57TLV/status/2021107155013668868)  2026-02-10T06:21Z [---] followers, [--] engagements


"@FairpathAdvisor Synthetic DNA enables MCED and MRD. But it doesnt own the economics. The application layer is where reimbursement workflows and long-term value compound"  
[X Link](https://x.com/GG57TLV/status/2021109196188454948)  2026-02-10T06:29Z [---] followers, [--] engagements


"The pan-tumor indication is a real milestone and validates MRD clinically. The big question longer term is scope. MRD is a powerful but narrow wedge economically. In diagnostics most value tends to compound in the application layer: broader reimbursement workflow ownership and longitudinal use across detection monitoring and decision support. Great progress here just a different ceiling than platform-style models. https://twitter.com/i/web/status/2021110152321986643 https://twitter.com/i/web/status/2021110152321986643"  
[X Link](https://x.com/GG57TLV/status/2021110152321986643)  2026-02-10T06:33Z [---] followers, [--] engagements


"@AJManaseer GRAIL is amazing science but structurally its a single-test business with negative gross margins and no workflow or funnel. Breakthrough assay weak platform economics"  
[X Link](https://x.com/GG57TLV/status/2021110895582064716)  2026-02-10T06:36Z [---] followers, [--] engagements


"Concierge and longevity clinics like Fountain Life ultimately depend on what happens upstream in diagnostics. Their model needs credible scalable early-detection tools. Once MCED reaches clinical and reimbursement scale platforms like Caris Life Sciences become foundational infrastructure not optional add-ons. Concierge medicine sits on top of the diagnostics application layer. It doesnt replace it. Every membership is designed to support your healthspan and longevity. Explore the membership thats right for you at https://t.co/DM3CynoSD1 #FountainLife #Longevity #HealthOptimization"  
[X Link](https://x.com/GG57TLV/status/2021118991087865909)  2026-02-10T07:08Z [---] followers, [---] engagements


"Follow here and on Substack and Ill do four things: 1.Unpack an industry deeply using a reusable method 2.Spend time on medicine because understanding health matters 3.Walk through one idea I believe could be financially life-changing 4.Share trading commentary when useful"  
[X Link](https://x.com/GG57TLV/status/2021139890507772060)  2026-02-10T08:31Z [---] followers, 45.2K engagements


"@MedChem314 @carisls The strategic position the company is in should ultimately lead to a much higher stock price than [--]. You should consider at least adding a zero at the end 😀. Achieve [--] and the superior MCED test to follow could be the start"  
[X Link](https://x.com/GG57TLV/status/2021150243941703888)  2026-02-10T09:12Z [---] followers, [--] engagements


"@DrRishabhOnco Great example of oncology shifting from drug availability to true treatment-strategy decisions. The next step is multi-omic decision biomarkers that tell us when to escalate or avoid entire therapy classes not just match single drugs"  
[X Link](https://x.com/GG57TLV/status/2021489308390260868)  2026-02-11T07:39Z [---] followers, [--] engagements


"@Cursor @carisls When a data-heavy platform like Caris Life Sciences invests in tools like Cursor its not about coding faster. Its about scaling complexity without friction"  
[X Link](https://x.com/GG57TLV/status/2021619310045868366)  2026-02-11T16:16Z [---] followers, [--] engagements


"Market comment when technological change is fast multiples compress. You have to own the right stock at the right valuation otherwise you dont come back. A good company is defensible by design and has the ability to control choke points. The market knows which companies have these traits among mega caps but struggles with smaller companies. For that reason you really need to know what you are doing. Therefore I follow only one industry and like very few stocks. If you dont dig really deep and cover every stone only invest top down. The other alternative is momentum and technical and that is a"  
[X Link](https://x.com/GG57TLV/status/2022002270204838315)  2026-02-12T17:38Z [---] followers, [--] engagements


"@Dr_R_Kurzrock Because cancer isnt a single switch problem its a network failure. Single-pathway targeting made sense in the panel era. Genome-wide multi-omic + longitudinal profiling is how you actually map and manage multi-driver disease over time"  
[X Link](https://x.com/GG57TLV/status/2022328417086284167)  2026-02-13T15:14Z [---] followers, [---] engagements


"Thanks Alison that sounds really interesting Id be happy to take a look. I should mention I come at this mainly from the diagnostics and platform side as an investor so Im especially interested in how these biological insights translate into better detection monitoring and real-world clinical impact over time. Appreciate you sharing your work and happy to read it. https://twitter.com/i/web/status/2022737146822459787 https://twitter.com/i/web/status/2022737146822459787"  
[X Link](https://x.com/GG57TLV/status/2022737146822459787)  2026-02-14T18:18Z [---] followers, [--] engagements


"@Para_Capital I did a piece on TEM and other companies in the sector: https://open.substack.com/pub/gg86/p/the-mirror-in-cancer-diagnosticsr=9dis&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/gg86/p/the-mirror-in-cancer-diagnosticsr=9dis&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GG57TLV/status/2022739788965519369)  2026-02-14T18:28Z [---] followers, [--] engagements


"@mattscottcap I just did a piece on TEM on Substack https://open.substack.com/pub/gg86/p/the-mirror-in-cancer-diagnosticsr=9dis&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/gg86/p/the-mirror-in-cancer-diagnosticsr=9dis&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/GG57TLV/status/2022740260250124455)  2026-02-14T18:30Z [---] followers, [--] engagements


"@nanalyzetweets Just did a piece on GRAL & TEM"  
[X Link](https://x.com/GG57TLV/status/2022740530262872449)  2026-02-14T18:31Z [---] followers, [--] engagements


"Thats a great point on privacy and fragmentation. One thing Ive been thinking about is whether tokenization and patient-controlled data layers could eventually unlock a lot of this where data can be shared securely across systems without exposing identities. If that matures it could make longitudinal diagnostics and pattern discovery much easier without needing centralized national datasets. Feels like infrastructure innovation may end up being just as important as biology. https://twitter.com/i/web/status/2022748007523872968 https://twitter.com/i/web/status/2022748007523872968"  
[X Link](https://x.com/GG57TLV/status/2022748007523872968)  2026-02-14T19:01Z [---] followers, [--] engagements


"@fr33d3r If you read my material. Based on how you defined yourself Caris will likely appeal to you. I am in the middle of covering the entire industry on Substack and invite you to subscribe. Best Geoffrey"  
[X Link](https://x.com/GG57TLV/status/2022743445539095036)  2026-02-14T18:43Z [---] followers, [--] engagements


"Totally agree on privacy being the gating factor. From an investor angle the platforms that win will be the ones that can de-identify at scale while still preserving longitudinal signal. Opt-in alone is slow; embedding this into clinical workflows and national systems is what compounds data fast and safely. Thats where the real moat gets built. https://twitter.com/i/web/status/2022757572042752065 https://twitter.com/i/web/status/2022757572042752065"  
[X Link](https://x.com/GG57TLV/status/2022757572042752065)  2026-02-14T19:39Z [---] followers, [--] engagements


"@AlisonbobEth @Dr_R_Kurzrock I will explain why tomorrow just leaving"  
[X Link](https://x.com/GG57TLV/status/2022760780966318193)  2026-02-14T19:52Z [---] followers, [--] engagements


"This highlights a broader shift: diagnostics moving from episodic confirmation to continuous governance. dd-cfDNA works here because its longitudinal actionable and integrated into care decisions. Thats how tests become infrastructure. New data published in Transplantation Direct show that Prospera-guided surveillance can reduce the number of invasive biopsies for patients following lung transplantation. The study shows that Prospera-guided care helped 75% of low-risk patients safely avoid routine https://t.co/HjrWHi5qgF New data published in Transplantation Direct show that Prospera-guided"  
[X Link](https://x.com/GG57TLV/status/2016233547514679641)  2026-01-27T19:35Z [--] followers, [---] engagements


"Good company $NTRA very expensive stock however"  
[X Link](https://x.com/GG57TLV/status/2016234690181546086)  2026-01-27T19:39Z [--] followers, [--] engagements


"@0xFuckleroy Excellent question touching at the heart of strategic choice. The uncertainty here is not where the category settles. It is where the company chooses to settle along a very large and expanding TAM. At the low end MCED starts in the low tens of millions of people. But if you move toward a low cost repeatable longitudinal test the TAM expands dramatically. Over time you are no longer talking about tens of millions of tests. You are talking about hundreds of millions of longitudinal data sets built through repeat use. One more important signal here is what David Dean Halbert and Dr."  
[X Link](https://x.com/GG57TLV/status/2016404641412424088)  2026-01-28T06:55Z [--] followers, [---] engagements


"🧬 MCED: Who Actually Pulls Away Multi-cancer early detection (MCED) is becoming one of the most important categories in diagnostics. But the conversation around it is noisy shallow and often misleading. Over the next several weeks Im starting a focused series on public diagnostics companies with a real path to MCED. Not announcements. Not marketing decks. Not MCED is coming claims. This series is about architecture and ceilings. What actually matters for MCED is not one great test. Its whether a company is built to learn over time scale safely to healthy populations and improve outcomes"  
[X Link](https://x.com/GG57TLV/status/2016421623201448149)  2026-01-28T08:02Z [--] followers, 32.4K engagements


"MCED: Who Actually Pulls Away (Part 1) Bottom line (read this first): Natera dominates MRD and is now investing seriously in early cancer detection through the FDA-enabling FIND study. MCED however is a structurally different problem. FIND shows intent and commitment. It does not yet demonstrate that Natera is pulling ahead. Natera: This series looks at MCED through execution and architecture not hype. Part [--] is Natera. 1) What Natera clearly has today Nateras oncology franchise today is not MCED. It is MRD. Signatera is a tumor-informed personalized ctDNA assay Used after diagnosis and"  
[X Link](https://x.com/GG57TLV/status/2016831178947416300)  2026-01-29T11:09Z [--] followers, [--] engagements


"@dr_yakupergun @JCO_ASCO TBCRC [---] highlights that gene labels are an imperfect proxy for biology. Some BRCA-mutant tumors are not actually DNA-repair deficient enough to respond strongly to PARP. This is where integrating DNA RNA and tumor context can separate true responders from mixed biology"  
[X Link](https://x.com/GG57TLV/status/2016838588642521266)  2026-01-29T11:39Z [--] followers, [--] engagements


"Most investors are hunting for growth in the loudest places: AI hardware space & Quantum. One of the biggest growth opportunities is quieter and far more practical: multi-cancer early detection (MCED). MCED isnt a moonshot. Its prevention data compounding and healthcare workflows converging. I look at diagnostics the way software investors look at platforms: where control points form where data accumulates and where long-term value concentrates. If youre interested in how early cancer detection could reshape healthcare and capital allocation over the next decade follow along."  
[X Link](https://x.com/GG57TLV/status/2016891182475882603)  2026-01-29T15:08Z [--] followers, 36.9K engagements


"@nanalyzetweets Illumina is no longer just selling sequencing machines. They are adding software workflows and more clinically useful tests to move closer to real medical use"  
[X Link](https://x.com/GG57TLV/status/2016908837622583807)  2026-01-29T16:18Z [--] followers, [--] engagements


"@nanalyzetweets $ilmn repriced nicely. Feels midway to me. The whole sector has tailwinds"  
[X Link](https://x.com/GG57TLV/status/2016919825591726286)  2026-01-29T17:02Z [--] followers, [--] engagements


"I moved a three-part deep dive on Oncotype vs MI Clarity to Substack. Part [--] looks at architecture and why this isnt about better scores. https://gg86.substack.com/p/oncotype-vs-mi-clarity-part-1r=9dis https://gg86.substack.com/p/oncotype-vs-mi-clarity-part-1r=9dis"  
[X Link](https://x.com/GG57TLV/status/2017159816007798854)  2026-01-30T08:55Z [--] followers, [--] engagements


"Proteomics adds valuable orthogonal signal but it also amplifies biological noise. Protein expression reflects inflammation immune activation aging and other non-cancer states so without strong anchoring it can improve sensitivity while degrading specificity. In low-prevalence settings like MCED that tradeoff matters: adding signal without context can raise AUC but still hurt positive predictive value. Architecture determines whether proteomics clarifies biology or confuses it. Illumina + SomaLogic can meaningfully improve panel-based MCED performance by adding functional protein-level"  
[X Link](https://x.com/GG57TLV/status/2017245975069294958)  2026-01-30T14:38Z [--] followers, [---] engagements


"@A_May_MD You guys should look at Caris Life Sciences. The Messi of precision medicine"  
[X Link](https://x.com/GG57TLV/status/1958903180378468776)  2025-08-22T14:44Z [---] followers, [---] engagements


"@BoujeeFinances Tempus is inferior to caris life sciences"  
[X Link](https://x.com/GG57TLV/status/1959666109059125354)  2025-08-24T17:16Z [---] followers, [---] engagements


"@ftr_investors Caris life sciences"  
[X Link](https://x.com/GG57TLV/status/1959666756491837508)  2025-08-24T17:18Z [---] followers, [----] engagements


"@amitisinvesting Caris Life Sciences (CAI) Best"  
[X Link](https://x.com/GG57TLV/status/1975860546743222661)  2025-10-08T09:47Z [---] followers, [---] engagements


"@DrSamuelBHume Very good for the future if Caris Life Sciences"  
[X Link](https://x.com/GG57TLV/status/2010645355105566913)  2026-01-12T09:29Z [---] followers, [---] engagements


"@matthewherper $GRAL statistics in Phase [--] are poor and they have no feedback loop. The act is underestimated. A massive category is being created and many are clueless"  
[X Link](https://x.com/GG57TLV/status/2015406871490810076)  2026-01-25T12:50Z [--] followers, [--] engagements


"@bin2gray Those two are not the only competitors but cashflow matters so it's not always about the science $EXAS owns the workflow and the access and the cash. Caris will likely have the best science and approach"  
[X Link](https://x.com/GG57TLV/status/2015408749611999589)  2026-01-25T12:57Z [---] followers, [--] engagements


"2026 lung cancer guidelines now make it explicit: test first treat second. Broad NGS + PD-L1 for every Stage IV NSCLC patient before therapy (per American Society of Clinical Oncology summarized by Dr Rishabh Jain). This is the real shift in oncology: Diagnostics now orchestrate treatment. Drugs are downstream decisions. Once molecular profiling becomes universal and longitudinal platforms compound. Point tests cap out. This is what an oncology operating system looks like in practice. 🚨 ASCO Living Guideline [----] Stage IV NSCLC (no driver alterations) Think of this as PD-L1 driven + burden"  
[X Link](https://x.com/GG57TLV/status/2019126528546689164)  2026-02-04T19:10Z [---] followers, [--] engagements


"This is a great real-world example of oncology shifting from one drug cures to adaptive sequencing systems. The real win here isnt just T-DXd efficacy its early toxicity detection enabling safe switching and sustained benefit across lines of therapy. As ADCs get more potent risk monitoring + therapy orchestration will become as valuable as the drugs themselves. https://twitter.com/i/web/status/2019290162757243189 https://twitter.com/i/web/status/2019290162757243189"  
[X Link](https://x.com/GG57TLV/status/2019290162757243189)  2026-02-05T06:01Z [---] followers, [--] engagements


"🎬 The offer medicine cant refuse 🎗 World Cancer Day In The Godfather the line isnt about violence. Its about inevitability. Im going to make him an offer he cant refuse. Meaning: reality shifts until the rational choice becomes obvious. Modern oncology is heading there. 🧬 More biomarkers 💊 More targeted drugs 🧪 More combinations ⚠ More liability Shallow testing stops working. Deep longitudinal molecular intelligence becomes the only rational way forward. ⚙ Engine One: Physicians Decision clarity in a complexity explosion Deep multi-omic profiling replaces: fragmented panels partial"  
[X Link](https://x.com/GG57TLV/status/2019459747230241114)  2026-02-05T17:14Z [---] followers, [--] engagements


"@paulcerro @Ashwinreads MCED alone will always look small. The upside is in pairing screening with deep molecular profiling longitudinal monitoring and downstream clinical decisions. A single-test company caps out. A platform becomes standard of care"  
[X Link](https://x.com/GG57TLV/status/2020209245065736228)  2026-02-07T18:53Z [---] followers, [--] engagements


"MI Clarity Series (1/3) (Three days. One product. Paid at the end.) Most of the attention around Caris Life Sciences today is rightly focused on MCED. Early detection is the gateway and that story will continue to unfold. But MCED is not the whole pipeline. Over the next few weeks Im going to break down several Caris products that already exist already generate data and already show how the companys architecture translates into real clinical and commercial leverage once reimbursement is established. Were starting with the most important one. After MCED MI Clarity is arguably the most"  
[X Link](https://x.com/GG57TLV/status/2016086760611041637)  2026-01-27T09:51Z [---] followers, [---] engagements

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