You can see their logic in the roll out with mams, to be in synergy to begin with, to get endorsed, then it potentially circumvents the mams, if it is shown as better / earlier detection.
Even if they maintain the synergy , as it extends to others reluctant to get the mam, once you start expanding into the blood test only, those who are getting the mam, might also prefer the mam only.
Its like the vine that takes over the tree, and eventually the tree dies, and the vine has established itself.
Big volumes = big $$$ = massive re-rating , all starts this year they say with the initial phase.
Look at the growth dynamic. $$$ profit 100% margin, buys more labs multiples. = More volume.
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