I have not seen data that breaks cost by indication/products though? if anyone have color pls share.
a clear understanding of unit cost trends is especially important given how much $NVTA opex are > gross profit
core to $NVTA long thesis is cost leadership and continued reduction in cost per unit.
unfortunately that has slowed from 20%+ reduction a year to now single digits.
it could be due to intro of new product lines that have not rolled down the cost curve yet.pic.twitter.com/FvS6r0emFd
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