BLLN · BillionToOne, Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on BLLN. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About BLLN · BillionToOne, Inc.
BillionToOne, Inc., a precision diagnostics company, quantifies biology to create molecular diagnostics. The company provides molecular counting platform, which is designed to detect and measure DNA molecules at the single-count level to help enhance disease detection. It also offers UNITY Complete, a non-invasive prenatal screen that assesses fetal risk for aneuploidies, recessive conditions, and fetal antigens from a maternal blood draw; Northstar Select, a liquid biopsy test that provides a list of mutations that are present in the tumor and types of mutations detected that include deletions, insertions, and point mutations; and Northstar Response, a methylation-based assay that quantifies the amount of cancer at the single molecule level without requiring a tissue biopsy, enabling real-time monitoring of patient response to therapy with unprecedented precision. BillionToOne, Inc. was incorporated in 2016 and is headquartered in Menlo Park, California.
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HOLD (score +2) · 12-1 mom -20.9% · RSI 57.8 · above_50_only · -19.9% from high
Targets blend Wall Street consensus (7 analysts: low $90.00 / mean $117.71 / high $145.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
BillionToOne is a precision diagnostics company leveraging a proprietary single-molecule NGS (smNGS) platform to deliver differentiated prenatal and oncology tests. The investigation was triggered by 3 Form 4 filings in the last 14 days — however, all three transactions were sales executed pursuant to pre-arranged Rule 10b5-1 plans adopted March 6, 2026; there is zero open-market purchase activity in any recent window. Q1 2026 earnings were strong (EPS $0.91 vs $0.16 estimate; revenue +84% YoY) and full-year guidance was raised. The AZALEA Phase 3 clinical trial with Johnson & Johnson remains a medium-term catalyst, but the stock is deeply overvalued on conventional metrics (forward P/E ~96x, EV/EBITDA ~97x). Insiders are distributing shares under locked plans — not conviction buying. Given extreme valuation and absence of genuine smart-money accumulation signals, no anomaly warranting an asymmetric long thesis exists.