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    The Bull Case For NeoGenomics (NEO) Could Change Following Patent Win Over Natera - Learn Why

    Simply Wall St·12/26/2025 00:24:29
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    • In August 2025, the U.S. District Court for the Middle District of North Carolina granted NeoGenomics summary judgment, invalidating Natera's asserted patents and dismissing Natera's claims with prejudice, and Natera has since voluntarily withdrawn its appeal, leading NeoGenomics to drop its cross-appeal.
    • This outcome removes a key intellectual property overhang for NeoGenomics' RaDaR MRD platform and broader oncology test menu, clarifying legal risk around future product development.
    • We will now examine how this favorable resolution of the Natera patent dispute could influence NeoGenomics' investment narrative and risk profile.

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    NeoGenomics Investment Narrative Recap

    To own NeoGenomics, you need to believe its expanding oncology testing portfolio can eventually scale toward profitability despite current losses and a relatively high price to sales multiple. The legal win over Natera removes a specific intellectual property overhang on RaDaR, but the near term story still hinges more on execution in pharma and biotech testing and on managing competitive pressure in liquid biopsy and NGS, so the impact on the most important short term catalyst and the biggest business risk looks limited.

    The recent RaDaR and PanTracer data presentations at SABCS, ASH, and ESMO 2025 are most relevant here, because they show NeoGenomics actively building clinical evidence behind the very assays at the center of the Natera dispute. For investors, the combination of a cleaner legal backdrop and ongoing clinical validation may matter more for future adoption and pricing than the court outcome alone, especially with clinical volume growth and fixed cost leverage still in focus.

    Yet investors should also be aware that competition in oncology diagnostics could still pressure margins and test pricing even with this legal win...

    Read the full narrative on NeoGenomics (it's free!)

    NeoGenomics' narrative projects $893.1 million revenue and $48.1 million earnings by 2028. This requires 9.0% yearly revenue growth and a $152.1 million earnings increase from -$104.0 million today.

    Uncover how NeoGenomics' forecasts yield a $13.44 fair value, a 9% upside to its current price.

    Exploring Other Perspectives

    NEO 1-Year Stock Price Chart
    NEO 1-Year Stock Price Chart

    Four Simply Wall St Community fair value estimates for NeoGenomics range from US$10.20 to US$19.00, underscoring how far apart individual views can be. When you set those opinions against the ongoing competitive risk in oncology diagnostics, it becomes even more important to compare several perspectives before forming a view on the company’s long term performance.

    Explore 4 other fair value estimates on NeoGenomics - why the stock might be worth as much as 54% more than the current price!

    Build Your Own NeoGenomics Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your NeoGenomics research is our analysis highlighting 1 important warning sign that could impact your investment decision.
    • Our free NeoGenomics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate NeoGenomics' overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.