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GRAIL, Inc. GRAL

GRAIL is a cancer-screening company built around Galleri, a blood-based multi-cancer early detection test that uses sequencing and machine learning to look for cancer signals before symptoms appear. It is a commercialization and evidence-building story, not a mature diagnostics cash-flow business.

Company profile

Business mix

  • Galleri test: multi-cancer early detection from a blood sample is the core product.
  • Clinical evidence: studies, real-world data, and physician adoption determine credibility and guideline potential.
  • Commercial access: self-pay, employer and health-system partnerships, reimbursement, and lab capacity drive revenue conversion.

Current key questions

  • Do clinical data, false-positive/false-negative performance, and diagnostic pathways win physician and payer confidence?
  • Can regulatory approval, reimbursement, and guideline inclusion support broad adoption?
  • Is cash burn manageable while the company scales commercial access and test volume?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Baker Bros. Advisors 1.2% $208.2M 2026-03-31
Sessa Capital 1.6% $88.9M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $172.2M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +137.9% +3,331,659 / 2,416,269
Sessa Capital 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -53.6% 13F value change -$15.3M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 371.4% 13F value change +$57.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 786,144 Last 3 periods +933,170 (+118.7%) Total shares 1,719,314 Value $88.9M
Baker Bros. Advisors 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 27.9% 13F value change +$82.1M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 93.2% 13F value change +$29.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,630,125 Last 3 periods +2,398,489 (+147.1%) Total shares 4,028,614 Value $208.2M

Recent mentions

No public mentions.