$Cm Life(CMLF)$ Total revenue decreased by $16.9 million, or 9%, from $196.2 million for the year ended December 31, 2019 to $179.3 million for the year ended December 31, 2020. 
Diagnostic test revenue decreased by $16.3 million, or 9%, from $191.7 million for the year ended December 31, 2019 to $175.4 million for the year ended December 31, 2020. The decrease was primarily attributable to a change in the mix of tests performed coupled with reduced reimbursement rates. Sema4 experienced an increase in volumes of 131%, primarily driven by the introduction of COVID-19 testing in May 2020. Despite these increased volumes, diagnostic test revenue decreased due to lower pricing on COVID-19 testing relative to other diagnostic tests and an overall decrease in average pricing on Women’s Health and Oncology testing.
我觉的1、2020对医疗检测机构来说是个不正常情况,应该区别对待;2、正常情况参考2019更有意义,其实2019年已经做到196million,如果没有疫情的话2020应该延续前几年的增长趋势。3、毛利ppt里2020就是22%,那时还没有2019和2018的数据,现在看起来2018在38%、2019在40%,差不多应该是正常的毛利率,如果接下去和医疗机构合作多的话毛利会提高。但实话实说这比我预期的要好,原本ppt里要从2020的22%逐步提高到2023的54%我心里是有怀疑的,现在既然知道2020有特殊情况,如果从38%-40%左右通过产品结构调整爬到50%以上我反而感觉更靠谱
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山川远l心有归2021-05-08 14:25

等破10或放量吧哈哈 市场环境不好 成长股都在跌 这样看也没有很便宜了

理性投资者8882021-05-08 14:14

它崩了那就有点意思了

AS3122021-05-08 14:03

按照21年预期265m revenue算,2.6bn ev就是10x了,快了

AS3122021-05-08 14:02

她daily liquid要提供流通性,一旦面临大额外部投资者撤资就会出现被迫卖出。她有很多小票ark占股超过10%,真卖起来很可能会崩

山川远l心有归2021-05-08 08:53

对 如果在10以下 我也觉得会再买