NASDAQ
QDEL
3 stories
$833M Market cap · 2026-10-06
McIntyre Partnerships @Mc_Partnerships considers QuidelOrtho $QDEL a once-in-a-decade opportunity, as the company is reportedly selling its Point-of-Care division to deleverage and fund a share buyback. Note this was written before a potentially thesis-changing Q2. Previously flagged in KEDM Vol. 281.
QDEL · long QuidelOrtho is presented as a long idea after falling to 52-week lows, with the thesis centered on misvaluation.
Idea Brunch with Chris Hammond of @JaguarCapMgmt A masterclass in healthcare investing. Tickers mentioned: $DRIO, $ADMA, and $QDEL https://t.co/l1BHGMZkRG
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