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u/oaksapollo

2 theses · first seen Oct 20, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$LUCDr/pennystocksStock Infobullish
u/oaksapollo · 38d ago1 prior · awaiting results

7 reasons why investors dismiss Lucid Diagnostics LUCD (from least valid to most)

Lucid Diagnostics' EsoGuard test addresses early detection of Barrett's esophagus, a precancerous condition where competing multi-cancer blood tests fail (sensitivity <12.5%). With a $60B TAM based on 30M screening population and $1938 CMS price, capturing just 1% annually yields $581M revenue, while the company currently tests 3-4K per quarter and breaks even at 5-6K—offering significant upside from a $150M market cap despite valid concerns around dilution and management guidance errors.

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$LUCDr/pennystocksDDbullish
u/oaksapollo · 99d ago1 prior · awaiting results
Long LUCD

The other Lucid (not motors)

Lucid Diagnostics' Esoguard test addresses a massive unmet need in esophageal cancer screening for ~30M at-risk Americans. With 99% negative predictive value, high gross margins (>90%), and a $50–60B TAM, the company has potential to eliminate an entire cancer type if adoption becomes widespread.

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End of results.