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Should NeoGenomics’ Cleared RaDaR Patent Overhang and New Data Shift the NEO Investment Narrative?

Simply Wall St · 2d ago
  • NeoGenomics, Inc. recently secured a legal win as Natera dropped its appeal over invalidated patent claims, while also presenting new data on its RaDaR MRD assay and myeloid comprehensive genomic profiling at major cancer conferences in December 2025.
  • This combination of a cleared legal overhang and fresh clinical evidence for key oncology tests underscores how intellectual property and scientific validation can work together to support NeoGenomics’ competitive position.
  • We’ll now examine how the cleared RaDaR patent overhang may influence NeoGenomics’ investment narrative built around growth in oncology diagnostics.

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NeoGenomics Investment Narrative Recap

To own NeoGenomics, I think you need to believe that its specialized focus on oncology testing, particularly advanced NGS and MRD assays, can scale fast enough to eventually support profitability despite ongoing losses and industry pricing pressure. The RaDaR legal resolution removes a specific intellectual property overhang but does not materially change the near term financial picture, where the key catalyst remains execution on new product ramps and the biggest risk is still revenue volatility from pharma and biotech customers.

Among the latest announcements, the RaDaR 1.0 data at the San Antonio Breast Cancer Symposium looks most tied to this legal outcome, because the assay now benefits from both patent clarity and emerging clinical evidence. For shareholders focused on catalysts, that combination may strengthen confidence that future MRD revenue, clinical adoption, and reimbursement efforts are being built on a more secure scientific and legal footing.

However, investors should also be aware that the company’s dependence on pharma and biotech demand could still...

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 16% upside to its current price.

Exploring Other Perspectives

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

Four members of the Simply Wall St Community value NeoGenomics between US$10.20 and US$19.00 per share, underscoring how far opinions can spread. As you weigh those views, it is worth keeping in mind how much the story still depends on converting oncology diagnostics innovation into steadier, less volatile revenue over time.

Explore 4 other fair value estimates on NeoGenomics - why the stock might be worth 12% less 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.