A fireside chat with Exact Sciences CEO Kevin Conroy left Jefferies analyst Brandon Couillard more optimistic that the company can both expand Cologuard's label for the younger cohort of 45 years old and start getting paid for these tests "much sooner" than initially envisioned. The expanded population from the new American Cancer Society guidelines recommending average colon cancer screening start at age 45 rather than 50 years old adds $3B, or 20%, to Cologuard's U.S. total addressable market, Couillard tells investors in a research note. He keeps a Buy rating on Exact Sciences.