What smart money is saying about Exact Sciences Corporation
1 fund in our archive has pitched Exact Sciences Corporation, most recently Baron Health Care Fund in June 2025.
Exact Sciences Corporation provides cancer screening and diagnostic test products in the United States and internationally. The company offers Cologuard, a non-invasive stool-based DNA screening test to detect DNA and hemoglobin biomarkers associated with colorectal cancer and pre-cancer. It also provides Oncotype DX, a gene expression tests for breast, prostate, and colon cancers; Oncotype Test, a tissue test delivering tumor profiling to aid therapy selection for patients with advanced, metastatic, refractory, or recurrent cancer; Oncotype DX AR-V7 Nucleus Detect Test, a liquid-based test for advanced stage prostate cancer; Oncomap ExTra, that provides a complete biological picture of certain refractory, rare, or aggressive cancers; and Covid-19 testing services. The company's pipeline products focus on enhancing the Cologuard test's performance characteristics and developing blood and other fluid-based tests. It has license agreements with MAYO Foundation for Medical Education and Research; and Hologic, Inc. Exact Sciences Corporation was incorporated in 1995 and is headquartered in Madison, Wisconsin.
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Position history
Between Q2 2025 and Q4 2025, 1 fund letter reported a position in Exact Sciences Corporation, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 0 | 1 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- December 2025
“Health-care stocks accounted for several top contributors to Fund performance for the quarter. Among these were Exact Sciences Corp. (EXAS) and Cidara Therapeutics, Inc. (CDTX). Shares of both companies jumped after they agreed to be acquired by larger firms in all-cash deals expected to close in 2026. In our view, this activity is a constructive signal for the space, with larger buyers demonstrating a willingness to invest in high-quality assets within health care. We liquidated positions in both companies to lock in gains from the acquisitions and redeploy proceeds into other opportunities.”
Exact Sciences Corporation
Fund coverage · 1 thesis
- Baron Health Care FundJune 2025
Exact Sciences Corporation is a leading molecular diagnostics company focused on non-invasive colorectal cancer screening with its Cologuard tests, poised for growth despite recent challenges.
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