Wearable Medtech
An analyst has picked up on a beaten down medtech company in an underserved market that is technically set up to run if earnings come out with good news.
Back to Science
We review a name we had good luck with last year. As medtech has gone nowhere with the Delta variant keeping elective procedures to a minimum, company management feels things are changing for the better.
Pre-Earning Frowns
An investment bank has moderated its generally bullish view on Q3 earnings expectations for a Wall Street sweetheart.
Medtech: Reimbursement Price Noise
After July rumblings of increased fees and lack of reimbursements for this medtech company’s products, a recent survey shows uptake is growing above expectations.
Medtech Low Risk Trade
Legislation changes and a tie up with another major medtech innovator help propel this company’s product into every operating room.
Friday Investment Talk: Semiconductors, Inflation, Bonds and Biotech
The global semiconductor shortage calls for capital investments. Commodity inflation is here. CPIs are low still, but long bonds sell off. Biotech is a sweet spot.
Stock Commentary
We update some notes on 20 stocks that we have covered on our blog and Telegram channel. Many present very compelling opportunities right now.
Trade Idea: Rebound from Overreaction
A high flying medical diagnostics company has investors scared of falling revenue after COVID vaccines become available. The reaction was a strong sell off and now the stock is back on track towards its all time highs.
Stock Research: A Dialysis Play
U.S., estimated annual dialysis spending approximates $74B and the main market players have not changed for 30 years. A new medtech company is set to disrupt the market.
Stock Research: Recent Medtech IPO
We are following up on a recent IPO idea published on our telegram channel. This Medtech company looks towards a post COVID expansion in Europe and Asia.