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Since the end of last year, benefiting from the improvement of large model capabilities and the support of ai infrastructure, ai has gradually driven the commercialization of software on the software side, empowering enterprises to achieve performance growth. After the successive boom in ai hardware, the global market's attention is gradually shifting to software. What signal is the capital sensing?
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What kind of company is Natera, the largest hold positions of Drew Miller?
Currently, there is a lack of precision in adjuvant therapy plans after tumor (MRD) surgery, while MRD testing can detect molecular abnormalities originating from the tumor, enabling early detection of cancer recurrence and guiding precise postoperative treatment. Huayuan Securities believes that natera's MRD testing business has significant competitive advantages, and its launched Signatera product is expected to become the core driving force behind the company's rapid performance improvement.