CEO shows interest in acquiring a heart-disease AI company, Q1 earnings countdown

CEO's AI cardiac interest

CEO Dudum publicly says he is interested in an AI company that predicts heart disease

Detail

An investor recommended on social media an AI company that claims to predict heart attacks with 86% accuracy. Dudum replied directly 'Message me', publicly signalling interest in an acquisition or partnership.

Why it matters

• It echoes Dudum's personal drive: his father-in-law had 2 cardiac arrests because of lipoprotein Lp(a), and Labs was founded on the idea that 'people who look healthy do not know they are only 10 years from hereditary heart disease'
• If it goes ahead, cardiovascular prediction would become another product line for the Labs platform, extending from blood tests to cardiac risk alerts
• It complements Grail's Galleri early cancer screening (50+ cancers, $350): Labs is building a product matrix of 'one-stop early warning for major diseases'
• The signal matters more than the deal itself: it shows management is still actively widening its preventive-care footprint, and execution of the 3.0 strategy is speeding up

Price action

Analyst consensus target

$32.53

Close

$27.41

Q1 earnings preview

Date

11 May 2026, after the close

Days to earnings

6

Key watchpoints

• Subscriber growth (up only 2% quarter on quarter in Q4, the biggest worry)
• Progress in the shift to branded drugs (the revenue transition from compounded versions to genuine Novo and Lilly drugs)
• Whether peptide drugs make an early revenue contribution
• Management's update on Labs user numbers and on progress with YourBio at-home blood collection
• Integration of the international business (Eucalyptus)

Market expectations

EPS

$0.05-0.06 (down 70-75% year on year)

Revenue

$619-621 million (up 5.6% year on year)