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medtech-devices-diagnostics theme · 18 dossiers
Dossiers in the medtech-devices-diagnostics theme cluster — 18 names moving on shared catalysts.
All dossiersBFLY
freshButterfly Network, Inc.
AI point-of-care ultrasound narrative accelerating: Q1 2026 revenue +25% YoY ($26.5M), Butterfly Embedded chip-licensing +147%, first FDA-cleared blind-sweep AI tool, Compass AI and HomeCare commercializing through 2026. But the CBO sold…
ADPT
freshAdaptive Biotechnologies Corporation
clonoSEQ MRD franchise inflecting to profitability as the narrative goes public Q1 MRD revenue +53% YoY (May 5), FY guide raised to $260–270M, positive adj-EBITDA/FCF targeted by year-end; ASCO/EHA data through Jun 14 validating the MRD…
DXCM
freshDexCom, Inc.
CGM leader re-accelerating off a beaten-down base: the CONNECT trial (6/8) showing G7 cuts A1C 1.6% in Type 2 non-insulin patients opens a structural TAM, and the first OTC pediatric CGM clearance (6/12) plus an $85–95 analyst PT cluster…
NEO
freshNeoGenomics, Inc.
Oncology-diagnostics turnaround accelerating: NGS revenue +26% and the RaDaR ST MRD launch (post-Natera patent win) drove a Q1 beat, a raised FY guide ($797–803M) and an analyst upgrade cluster (Leerink to $25). The leg is real but…
AVR
Anteris Technologies Global Corp.
TAVR disruptor at fresh 52w-high but on momentum not news, into a live $250M ATM seller, real binary ~2028 idiosyncratic, MATURING.
AZTA
freshAzenta, Inc.
Cash-rich life-sciences-tools laggard (~$10.90/share net cash, no debt) bouncing off its $15.93 low after a May 6 impairment-and-guidance-cut gap-down. The leg here is activist/value-unlock (Politan ~10%, investor day pending), not an…
BBNX
Beta Bionics, Inc.
Broken growth (new patient starts -10-20% seq) bouncing into ADA on RSI 82.3 parabolic off a busted base; litigation circling event-relief, not a trend.
BRKR
Bruker Corporation
Post-ASMS product-cycle pop peaked ~$63 and rolling over (-6%), organic -4.4%, trades above raised consensus wait-for-a-higher-low fade.
GH
Guardant Health, Inc.
Liquid-biopsy ACCELERATING but late re-rated +30% into the $136 consensus PT as the upgrade cluster completed; DXCM cleaner.
HAE
Haemonetics Corporation
Defensive med-tech turnaround, MATURING character, no narrative velocity; recovery bounce toward a depressed PT cluster wrong archetype for size.
IART
Integra LifeSciences Holdings Corporation
Med-device turnaround re-rating banked price above every raised PT, organic only +1.3%, idiosyncratic (no peer cluster); no edge today.
MRVI
Maravai LifeSciences Holdings, Inc.
Post-COVID turnaround re-rate cooling, both catalysts public, no life-science-tools cluster confirmation, catalyst desert to ~Aug probe-only at best.
QDEL
QuidelOrtho Corporation
Broken legacy-diagnostics downtrend Q1 -10.5% miss + guide cut, near 52w low, below all MAs; value trap, track for a base above $9.92.
SENS
Senseonics Holdings, Inc.
Implantable-CGM ADA-de-risked but fell INTO its catalyst (below 50-day, supply>demand), micro-cap value-trap DXCM is the cluster pick.
SIBN
freshSI-BONE, Inc.
Real new growth leg Smith+Nephew pelvic-trauma distribution plus a raised FY guide ($230–233M) on a profit-inflecting SI-fusion base but the tape is broken: ~$15.50 sits below the 200-day, 50<200, ~29% off highs. Cheap medtech on a…
TWST
freshTwist Bioscience Corporation
Synthetic-DNA tools maker re-rating as a 2nd-order AI-drug-discovery enabler (Complex Genes launch, $1B rev by FY2031, adj-EBITDA breakeven targeted Q4 FY26). But the move blew off and reversed: a +10% gap to an $80.50 ATH on 6/4 was…
TXG
10x Genomics, Inc.
Spatial-biology re-rate but Atera revenue is a 2027 story, Q1 -3% YoY, -7.3% outside-reversal off the high stretched, post-catalyst, idiosyncratic.
WGS
freshGeneDx Holdings Corp.
Busted-growth genomics name: the May 4 print cut FY26 guide 12% and broke reimbursement (ARR ~$3,300, ~$200 light). Price has doubled off the $32 low to ~$60, but that's a recovery bounce ahead of the binary early-August Q2 ARR print, not…