David Orr on X
@keisan_15 Yes that is why I liked $MEDP
Topic
healthcare
Everything our editor has picked under this tag, best first.
David Orr on X
AI-driven biotech research and age-reversal technologies could produce the world’s most valuable companies within 10 to 20 years, while legacy medical research firms fall behind.
David Orr on X
@olliejmorgan $MEDP was like this.
catechwilliams on X
$KMTS Recent IPO. Makes $20k bras w defib (not a joke). Impractical product w very low efficacy (per clinical trials). Insurance won’t cover. Burning cash, no valuation support. Zoll has 80% share, $KMTS distant #2. 6/1 FDA approved a much better alternative by Element Sciences.
marginofdanger on X
Don't normally focus on sellside notes but in this instance Pablo Zuanic is on point re: $MAPS https://t.co/5ZgejaYBR7
BDC on X
How important is precise autoimmune diagnostics? How big is this market? How fast is it growing? $XGN, 2x sales. https://t.co/Q54JkIDLkQ https://t.co/a2FvxREDnN
BDC on X
Exagen trades at 2x projected 2026 revenue versus 10x for peers after a Q2 beat and raised outlook, as it launches a myositis diagnostic marker.
BDC on X
@BillAckman @MikeBenzCyber Maybe it’s time for $mrna to you know reflect its fair value of $0.
BDC on X
STLN, formerly TOI, reports rising revenue, positive free cash flow and EBITDA after a debt refinancing and rebrand. Management is positioning the former distressed equity as a growth company.
BDC on X
Outstanding results from $STLN (formerly $TOI) https://t.co/csecGWhVFe
BDC on X
Really starting to like this $XGN mgmt team.
BDC on X
Neuronetics, $STIM, gains backing from its largest shareholder and an activist as new management pursues a turnaround, with shareholder board nominations focused on maximizing equity value.
BDC on X
TOI says Medicare Advantage rate pressure is a growth tailwind, pushing health plans to seek its care-access and utilization-management services.
BDC on X
$STIM https://t.co/VyAQNzsKuH
BDC on X
$mRna shots don't work either but it has a $25B market cap. https://t.co/vvreFW1UpQ
Mike on X
Fulcrum Therapeutics, $FULC, trades below net cash as Tang increases his stake and insiders with capital-return records hold large positions. Its shell value could draw reverse-merger interest.
BDC on X
$STIM https://t.co/OQ9UgUPoo4
BDC on X
$STIM owns clinical distribution infrastructure for psychedelic treatments, while its stock price implies zero or negative equity value for the asset.
BDC on X
Greenbrook TMS operates about 95 U.S. treatment centers administering Spravato and NeuroStar TMS, with more than 60,000 patients treated and 2 million treatments delivered.
Laughing Water Capital on X
Friendly reminder that $MRK is well positioned and well incentivized to purchase $LQDA. Yutrepia fits very well with Merck's respiratory portfolio. https://t.co/JAdLguTw7D
Laughing Water Capital on X
GSK reportedly made three bids for AnaptysBio over the past year, making the trial outcome a potential determinant of sale price rather than a barrier to a deal.
Laughing Water Capital on X
@FriendlyCapMgmt @thecontracap there have been some things i view as negative for $ANAB and some that are positive. but in my view in order to make this investment you have to focus on the future cashflows, not the trial.
Laughing Water Capital on X
ANAB could sell its royalty stream if it loses, preserving future cash flows despite a stock decline. The board added RPRX’s former CFO four months earlier.
Laughing Water Capital on X
GSK and AnaptysBio face a collaboration-contract dispute after the GSK manager overseeing the $ANAB partnership said GSK violated the agreement.
