$NVTA $QTRX $EXAS $NSTG The market will differentiate between companies with great unit economics and horrible unit economics when one of the good ones get bought out. Just like when foundation medicine got bot out. All these cos have explosive growth and are bite sized. All stocks in this space have sold off during the “growthpocalypse” post we work. The market has not differentiated between the stocks where the unit margins are negative or not known vs those with positive unit margins and exploding growth. $NVTA and $EXAS are in the later category and the mt will figure it out eventually.
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