BLLN BillionToOne, Inc.
Sector: Saúde · 2 fundos · 2 cartas
Convicção fund × trimestre
Teses por gestor
Baron Global Opportunity Fund Q4 2025 nova posição conv. starter
Prenatal e oncology diagnostics provider. Quantitative Counting Template (QCT) technology permite contar mutation copies a single-gene level. UNITY (prenatal): single blood draw screen para chromosomal e recessive single-gene disorders, capturou 15% do $2B+ U.S. prenatal market. Oncology TAM $50B+ via NORTHSTAR SELECT (51-109% mais actionable mutations vs competitors) e NORTHSTAR RESPONSE (tumor burden tracking). 70% gross margins, GAAP profitability e positive FCF.
Baron Global Opportunity Fund Q4 2025 nova posição conv. starter
Prenatal e oncology diagnostics provider. Quantitative Counting Template (QCT) technology permite contar mutation copies a single-gene level. UNITY (prenatal): single blood draw screen para chromosomal e recessive single-gene disorders, capturou 15% do $2B+ U.S. prenatal market. Oncology TAM $50B+ via NORTHSTAR SELECT (51-109% mais actionable mutations vs competitors) e NORTHSTAR RESPONSE (tumor burden tracking). 70% gross margins, GAAP profitability e positive FCF.