Sheena Jonathan sold $3.2M of NTRA

Natera (NTRA) shares hit a 52-week high, up 7.66% this month, driven by record volumes of its Signatera cancer test. The company reported sequential unit additions of 34,000 and raised its average selling price to $1,275. Guggenheim raised its price target to $360 with a Buy rating. Natera's market cap is near $49.2 billion.

Natera (NTRA) reported Q2 revenue of $752.8M, up 37.7% YoY, and raised its 2026 revenue forecast. Jim Cramer called it a promising precision medicine platform but advised waiting for a pullback due to valuation concerns. The company faces competition and regulatory risks, with a net loss of $67M in Q2.

Moderna (MRNA) and Merck (MRK) reported successful late-stage trial results for a personalized mRNA cancer vaccine targeting melanoma, reducing recurrence risk by 49%. The treatment relies on technologies from Illumina (ILMN), Danaher (DHR), and others. Moderna's stock surged 176.97% on the news, highlighting the shift toward individualized therapies in oncology.

Stanley Druckenmiller's Duquesne Family Office has 16.6% of its $5.2 billion portfolio in Natera (NTRA), making it the top holding. Natera's Q2 revenue rose 37.7% YoY to $752.8 million, driven by oncology testing. The stock has surged 80% since May 2026, but its valuation is steep at 17 times trailing sales.

Billionaire investor Stanley Druckenmiller's largest Q2 holding was Natera (NTRA), a genetic testing company, not Amazon or Alphabet. Natera reported Q2 2026 revenue of $752.8M, up 39% YoY, and raised full-year guidance to $2.85B-$2.91B. The company's Signatera cancer detection test is a key growth driver, with FDA, PMDA, and EU approvals.

Stanley Druckenmiller's Duquesne Family Office has a 16.6% stake in Natera (NTRA), up 37% YTD. Natera's Q2 2026 revenue rose 37.7% YoY to $752.8M, with improved margins and raised guidance. The stock's rally follows regulatory approvals and strong earnings, but high valuation and insider selling raise concerns.