TNDM · Tandem Diabetes Care, Inc.

BFLY

Butterfly Network, Inc.

ADPT

Adaptive Biotechnologies Corporation

clonoSEQ MRD franchise inflecting to profitability as the narrative goes public Q1 MRD revenue +53% YoY (May 5), FY guide raised to $260–270M, positive adj-EBITDA/FCF targeted by year-end; ASCO/EHA data through Jun 14 validating the MRD standard. Accelerating and near 52-week highs, but still under the $21+ analyst band.

DXCM

DexCom, Inc.

CGM leader re-accelerating off a beaten-down base: the CONNECT trial (6/8) showing G7 cuts A1C 1.6% in Type 2 non-insulin patients opens a structural TAM, and the first OTC pediatric CGM clearance (6/12) plus an $85–95 analyst PT cluster confirm the leg. The catch it's an unconfirmed recovery bounce below the 200-EMA, so a fresh entry here is buying extension after the ADA pop.

VCYT

Veracyte, Inc.

Profitable precision-oncology dx compounder with a fresh third leg: the TrueMRD whole-genome MRD test won Medicare coverage (2026-05-15, launched 06-01), stacking on a Q1 beat-and-raise and ASCO OPTIMA/ENZAMET data. But all three binaries have fired, the stock sits at 52-wk highs after +40%/month, consensus PT (~$45) is below spot, and the CFO sold into the high (06-04) accelerating fundamentals, maturing tape, poor fresh-entry geometry at the top.