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  "documentTitle": "CareDx, Inc. (CDNA)",
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      "text": "But commercialization is a double edged sword: the rigorous testing it has catalyzed is coming up empty, driving rapid patient attrition and putting the company at risk of both losing Medicare coverage and being run over by competition.",
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      "text": "At the same time, the same structural processes that helped AlloSure (at least temporarily) are allowing competitors to validate other diagnostic rejection tests, and at least two have already received a preliminary LCD from MolDX granting Medicare coverage. One of these is a dd-cfDNA test from Natera, a company that has a long history of using cfDNA in prenatal applications. We are skeptical about the ability of cfDNA to significantly impact kidney transplant diagnostics, but Natera may be able to measure cfDNA more accurately, and has a cost structure low enough to significantly undercut AlloSure on price. There are also other cfDNA assays that could be commercialized rapidly, as well as new genomic tests that are aimed at precision diagnosis of specific kinds of organ rejection.",
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      "text": "CareDx scored reimbursement support for a test whose mechanism of action has been a curiosity for decades. But commercialization is a double edged sword: the rigorous testing it has catalyzed is coming up empty, driving rapid patient attrition and putting the company at risk of both losing Medicare coverage and being run over by competition.",
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