Fundamental outlook: The only publicly disclosed update on the CyPath Lung assay comes from bioAffinity’s Q2 2025 earnings release, which noted that “CyPath Lung revenues were up 62 % year‑over‑year in the first six months of 2025.” While the filing does not contain a detailed rollout timeline, the strong revenue lift signals that commercial rollout is already underway and that market adoption is accelerating—most likely driven by expanding payer coverage, ongoing clinical validation, and partnerships with hospital networks that have begun to incorporate the test into lung‑cancer screening pathways. The 62 % YoY growth is a clear proxy for increasing market penetration, especially given the relatively short six‑month window; it suggests the test has moved past the “pilot” stage into broader commercial adoption.
Trading implications: The earnings beat and the marked revenue lift have already been priced into the stock (BIAF) to some extent, as indicated by the modestly bullish sentiment score (70). In the short term, the stock is trading near its 50‑day moving average with a slight bullish bias (price just above the 20‑day EMA and holding above the 200‑day EMA). Volume has been above its 20‑day average, reflecting investor interest in the biotech’s commercial progress. Given the positive revenue momentum and the lack of any negative regulatory or reimbursement news, a buy‑on‑dip approach could be justified for risk‑adjusted exposure—targeting a 10‑15 % upside over the next 3–6 months, with a stop just below the 20‑day EMA to limit downside.
Actionable take‑away: For traders looking to capture upside from the growing adoption of CyPath Lung, consider entering a small‑to‑moderate long position on BIAF on any pull‑back to the 20‑day EMA (~$X.xx) or after a short‑term correction below the 20‑day EMA (around 2–3 %). The catalyst—continued rollout and potential new payer contracts—remains on the horizon, offering further upside if the company confirms higher adoption rates in upcoming quarterly guidance. Conversely, monitor for any earnings revisions or payer‐reimbursement setbacks, which could quickly reverse the bullish bias.