Filtered library · Theme
Medtech & diagnostics theme · 63 dossiers
Dossiers in the Medtech & diagnostics theme cluster — 63 names moving on shared catalysts.
Theme runProduced by the theme run on 20 September 2026, maturing.
All 63 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers TXG 10x Genomics, Inc. fresh MEDIUM 10x Genomics' Atera recovery now needs deliveries and revenue confirmation after clearing its earlier price hurdle. Approximately 40 second-half 2026 shipments and full-year revenue of $610–630 million would substantiate the case before a… ITGR Integer Holdings Corporation HIGH Integer Holdings Corporation’s $127.00 cash acquisition by KKR remains a completion thesis, strengthened by the 2026-09-03 merger proxy. Completion by year-end 2026 would settle the case; a daily close below $118 invalidates it. PSNL Personalis, Inc. fresh HIGH The MRD story has been overtaken by a live sale process: StreetInsider reported 2026-07-17 that Personalis retained Centerview, TD Securities and Cooley after takeover interest from Merck (already a >10% holder and 19% of Q1 revenue) plus… VREX Varex Imaging Corporation HIGH Varex Imaging Corporation’s $18.90 cash acquisition by Teledyne remains a completion thesis. The 2026-09-08 preliminary proxy advances the process; payment resolves the case, while a daily close below $17.50 invalidates it. ADPT Adaptive Biotechnologies Corporation MEDIUM clonoSEQ MRD pure-play inflecting to self-funding growth (MRD rev +53% YoY, profitability turning); June 15 Immune Medicine separation adds a value-unlock leg. But the tape just broke to fresh 52-wk highs (~$22.92) above the $20–22… ATRC AtriCure, Inc. fresh MEDIUM AtriCure’s profitability and clinical-expansion story now has to sustain its re-rating after September 21 index inclusion. A weekly close at or above Needham’s $64 target would complete the price case; a weekly close below $47 would… BBNX Beta Bionics, Inc. fresh MEDIUM Beta Bionics’ new case is Mint commercialization after the September revenue cut broke the iLet growth thesis. Full U.S. launch within management’s Q1 2027 window would confirm the case; a weekly close below $17.25 would invalidate it. CDNA CareDx, Inc. MEDIUM CareDx’s reimbursement repricing depends on its next quarterly report sustaining the $490–500 million revenue outlook issued on 2026-07-30. Canaccord’s 2026-09-02 initiation renewed attention, but a weekly close below $44 would invalidate… HAE Haemonetics Corporation fresh MEDIUM Haemonetics’ CSL agreement supports a plasma-recovery thesis, but November must supply a quantified revenue contribution and transition timetable. Citi’s September 17 upgrade strengthens analyst support; a weekly close below $91… HTFL Heartflow, Inc. MEDIUM Heartflow’s diagnostic revenue growth supports a continuation thesis after its August guidance increase. A weekly close above the $50.43 reference high would confirm the price leg before a weekly close below $42 invalidates it; the next… PLSE Pulse Biosciences, Inc MEDIUM Pulse Biosciences’ faster trial-enrollment story depends on NANOPULSE-AF completion in early October. An announcement by 2026-10-31 before a weekly close below $44 would validate the schedule thesis; the 2026-09-09 analyst initiation adds… RCEL Avita Medical, Inc. fresh MEDIUM AVITA Medical’s wound-care turnaround depends on meeting its $86–89 million 2026 revenue guide and generating cash in the fourth quarter. Those commitments, announced on 2026-08-06, must become reported results before a weekly close below… RVTY Revvity, Inc. fresh MEDIUM Revvity’s AI drug-discovery story requires instrument backlog to convert into positive Life Sciences organic growth. The next quarterly report must show that recovery while preserving August’s full-year growth outlook before a weekly close… SIBN SI-BONE, Inc. MEDIUM SI-BONE’s surgical-device growth and improving adjusted profitability underpin a recovery case above the August shelf. A weekly close above $21.40 would confirm renewed strength before a weekly close below $17 invalidates it; the September… SOPH SOPHiA GENETICS SA fresh MEDIUM SOPHiA GENETICS' cloud-genomics expansion thesis requires renewed strength above the $8.92 market high and another revenue-guidance increase at Q3 results, estimated for 2026-11-03. A weekly close below $6.84 invalidates the price thesis;… EMBC Embecta Corp. LOW Embecta Corp.’s earnings-and-debt recovery story needs price confirmation after the September retreat. A weekly close above the September 2 reference close of $5.69 would satisfy the recovery case; a weekly close below $4.60 would… INSP Inspire Medical Systems, Inc. LOW Inspire Medical Systems' rally prices a recovery from reimbursement disruption. A weekly close at or above Stifel's September 11, 2026 target of $80 would confirm the price case, while a weekly close below the September 11 reference close… KURA Kura Oncology, Inc. LOW The binary already fired: KOMZIFTI's 2025-11-13 approval and ~40% R/R NPM1 share are priced, and the $24–28 targets need a frontline Phase 3 that doesn't read until 2028. The tape is drifting — $10.39, lower third of the H1 range. A… MYGN Myriad Genetics, Inc. fresh LOW Legacy hereditary-cancer testing house executing a diagnostics pivot; shares +40% off the June $3.99 base as Prolaris+AI launched (May 26) and Precise MRD colorectal/renal was pulled forward to Q3. Structure has repaired but now… PRPO Precipio, Inc. LOW Precipio’s diagnostics growth and renewed operating cash generation support a conditional recovery toward its recorded $32.37 high. A weekly close above that level confirms the price case; a weekly close below the 2026-09-11 reference… SENS Senseonics Holdings, Inc. LOW Only year-long implantable CGM, clinically de-risked at ADA 2026 with revenue +71.9% YoY TTM — and the tape has spent six weeks grinding back toward the $4.79 post-catalyst low ($5.11 on Jul 17). Accelerating fundamentals against a broken… TEM Tempus AI, Inc. LOW Tempus AI's proposed Personalis acquisition supports a cancer-vaccine sequencing recovery thesis. A daily close above the August 21 reference close of $72.69 would confirm the price case before a weekly close below $58 invalidates it;… WGS GeneDx Holdings Corp. fresh LOW Busted-growth genomics name; the recovery off the −49% May guide-cut crash has stalled in the low-$60s, below the $74.83 200-day. The confirmed Aug 3 Q2 print (blended ARR vs the ~$3,300 baseline) is the binary — the same day as the… BFLY Butterfly Network, Inc. fresh LOW Butterfly Embedded chip-licensing story got marquee validation — Midjourney's up-to-$74M/5yr full-body scanner on 40 Ultrasound-on-Chip modules (2026-06-18) plus 2nd partner Aleph Neuro (2026-06-25). Fundamentals still accelerating, but… AVNS Avanos Medical, Inc. fresh SUPREME Avanos Medical’s $25.00-per-share cash-acquisition thesis was settled by completion on 2026-07-27. The company’s shareholder notice confirms that exchange trading has ended, leaving a completed transaction rather than an unresolved… SMTI Sanara MedTech Inc. HIGH Sanara MedTech's cash-and-stock acquisition by MIMEDX now has a 2026-09-30 shareholder vote; completion by year-end would settle the merger thesis. A daily close below $32.50 or failure to complete by 2026-12-31 invalidates that case. ABT Abbott Laboratories fresh MEDIUM Two named overhangs cleared in August and the tape handed the gain back: $112.47 on 2026-08-28 to $108.33 on 2026-09-04, RSI(14) 61.7 to 44.9, with the $103 post-Q2 gap shelf now 4.9% below. The narrative is saturated — retail-facing… AVTR Avantor, Inc. fresh MEDIUM Avantor’s recovery re-rating depends on Q3 delivering July’s organic growth and adjusted earnings guidance while retaining its improved full-year outlook. That confirmation must arrive before a weekly close below $14.00 breaks the price… CBLL CeriBell, Inc. MEDIUM Ceribell’s reimbursement-backed delirium expansion needs a Q4 2026 commercial launch and a weekly close above $24.89 to confirm the next leg. A weekly close below $21.50 invalidates the price thesis; the 2026-10-01 payment start alone does… CSTL Castle Biosciences, Inc. fresh MEDIUM Castle Biosciences’ recovery rests on TissueCypher sustaining its growth plan; the next quarterly results must preserve revenue and test-volume guidance. Management’s unchanged outlook at the 2026-09-15 Baird conference supports the case,… DRTS Alpha Tau Medical Ltd. MEDIUM Head-and-neck re-acceleration: a 2026-06-23 first-ex-US glioblastoma treatment drove a +17.9% breakout to new 52-week highs (~$12.56 on 7/11), reclaiming the $11.99 Tolmar equity shelf. The 2026-07-21 AHNS podium with complete Alpha DaRT +… GH Guardant Health, Inc. fresh MEDIUM Guardant Health’s renewed advance prices broader Shield coverage becoming screening revenue. The next quarterly screening result must exceed Q2’s $52.9 million, reported on 2026-07-30; a weekly close below the 2026-09-04 reference close of… LNC Lincoln National Corp. MEDIUM Lincoln National Corporation’s legacy-risk transfer supports a re-rating case, with Talcott completion in Q4 2026 and a weekly close above $47 confirming it. A weekly close below $42 or failure to close the deal by 2026-12-31 invalidates… MMED MiniMed Group, Inc. fresh MEDIUM MiniMed Group’s standalone-growth revaluation now has a dated separation test after Medtronic’s September 14 exchange-offer launch. The case succeeds with completion and a weekly close above the September 4 reference close of $23.29 before… NEOG Neogen Corporation MEDIUM Neogen’s turnaround rests on Food Safety growth and Genomics-funded debt reduction. The confirmed 2026-10-07 investor day precedes the estimated October results test; a revenue miss, lost sale funding or a weekly close below $11.00 would… VCYT Veracyte, Inc. fresh MEDIUM Sell-side is now chasing a move it missed: VCYT broke to a 52-wk high $60.91 (closed $59.13 on 2026-07-17, +124% YoY) as Piper initiated Overweight $66 (07-15) and Canaccord lifted a Hold PT $42→$60. Fundamentals still accelerating (Q1 rev… XGN Exagen Inc. fresh MEDIUM Post-print re-rating off the 2026-08-04 Q2 beat (revenue $19.941M vs $17.817M consensus, FY26 guide lifted to $72–75M) is now digesting rather than extending: $7.92 on 2026-08-21 to $7.58 on 2026-09-04 with RSI(14) cooling from 86.7 to… AVR Anteris Technologies Global Corp. fresh LOW Post-catalyst drift: the CMS/first-patient/France de-risking sequence is spent, and Q2 (reported 2026-08-12) missed both lines — EPS $(0.30) vs $(0.21), revenue $1.009M vs $1.500M — yet the 2026-08-14 close held $9.40 with RSI 66.9.… AZTA Azenta, Inc. LOW Azenta's cash-backed operating recovery needs positive organic growth at the next results and a weekly close above the August shelf at $32.04. The September 11 close of $30.85 leaves confirmation outstanding; a weekly close below $28… BAX Baxter International Inc. fresh LOW Baxter International's turnaround re-rating failed its published $24 weekly-close test when the shares closed at $23.80 on 2026-09-11. The operating-recovery premise remains unconfirmed by repeatable earnings improvement. BNGO Bionano Genomics, Inc. fresh LOW Bionano Genomics’ clinical-adoption and reimbursement story supports a test of the $2.13 annual high. A daily close above that level would confirm the price case; a weekly close below the September 18 reference close of $1.73 would… BVS Bioventus Inc. LOW Bioventus's acquisition-review thesis requires a definitive acquisition agreement above the 2026-09-11 close of $12.98 before a weekly close below $12.50. The August 5 proposal disclosure supports the case, but the review has no deadline… CAI Caris Life Sciences, Inc. fresh LOW Caris Life Sciences’ molecular-profiling growth supports another revenue-guidance increase at the next quarterly report. Guidance above the 2026-08-05 upper bound of $1.040 billion would confirm the case; a weekly close below $22 would… CLPT ClearPoint Neuro, Inc. fresh LOW Picks-and-shovels delivery play on CNS gene therapy: ClearPoint's SmartFlow cannula and MRI navigation are the standard route to the brain for uniQure's AMT-130 Huntington's BLA (soft Q3-2026 window). The June re-rate held near $18.72… CNMD CONMED Corporation fresh LOW CONMED Corporation's sale-premium thesis failed its published $46 weekly-close test on 2026-09-18. A disclosed transaction would establish a new deal case; September operating commentary has not resolved the July sale report. DDD 3D Systems Corporation LOW June's $50M raise at $3.05 (16.4M sh) is already underwater: shares last $2.775 (2026-07-02), below the offering floor, with ~$50M shelf undrawn and soft Q2 guidance (rev $93–95M, adj. EBITDA still negative) into the 2026-08-10 print. A… DXCM DexCom, Inc. LOW CGM leader's recovery has aged from catalyst-pop to an analyst-revision grind — Mizuho $90 (7/15), Truist $87 (7/16) into a ~7% two-day pop to $76.65 — but price is high-$70s still under the 200-EMA and the confirmed July 30 Q2 print is… ENOV Enovis Corporation LOW Post-Colfax orthopedic pure-play turnaround: LimaCorporate integration plus FCF-conversion recovery (43% in 2024 toward a 70–80% target) is the self-help story, but price has rolled over from $34 toward $27 while three brokers cut targets.… EOLS Evolus, Inc. LOW Evolus’s margin-led re-rating failed its published $8.00 weekly price test at the $7.84 close on 2026-09-11. The business case remains subject to delivery of management’s 2026 revenue guidance of $330–337 million and adjusted gross margin… GOLF Acushnet Holdings Corp. fresh LOW Premium-golf consumable franchise (Titleist Pro V1) that ran to a $119.65 all-time high on a defensive-quality rotation, then bled ~11% of the mania premium back to the ~$104–105 June breakout shelf ($104.66 on 2026-07-24). The 2026-08-06… IART Integra LifeSciences Holdings Corporation LOW Med-device turnaround re-rating is now fully banked into Hold-grade targets: BMO initiated Market Perform $19 (Jul 9) and Citi raised to Neutral $19 (Jul 8), both landing on the tape (~$18.76). The distressed-to-fair leg is done; only… ILMN Illumina, Inc. LOW Illumina’s NovaSeq X recovery has a September 21 index catalyst, but price confirmation remains absent. A weekly close above the $227.69 reference high and delivery against July’s third-quarter revenue outlook would validate the case; a… KMTS Kestra Medical Technologies, Ltd. LOW WCD share-capture story intact on fundamentals — FY26 revenue $95.1M (+59%), fiscal Q4 gross margin 54.8% — but the bid has thinned: the close was $25.64 on 2026-08-28, 9.6% under the $28.35 52-week high, with RSI(14) at 13.5 against 67.8… MRVI Maravai LifeSciences Holdings, Inc. fresh LOW Maravai LifeSciences’ Moderna-linked supplier thesis failed its published $7.24 weekly-close test on 2026-09-18 at $6.97. Company-reported vaccine orders and a recovery above that threshold are needed to establish a new case. NEO NeoGenomics, Inc. fresh LOW Oncology-dx turnaround accelerating — NGS +26%, PTEN IHC CDx (first FDA IHC companion dx in prostate, paired to AZ's TRUQAP) launched Jul 9, and TD Cowen $14→$19 / BofA $11→$16 on Jul 13 lifted consensus to ~$15.67, back above spot. But Q2… NVCR NovoCure Limited fresh LOW NovoCure Limited’s commercial-inflection thesis requires another revenue-guidance increase and positive adjusted EBITDA at the next quarterly report. A weekly close below $15.40 invalidates the July repricing; unchanged guidance would fail… OFIX Orthofix Medical Inc. LOW Orthofix Medical’s reimbursement-led recovery thesis failed when the 2026-09-11 weekly close of $8.93 breached $9.30. The next quarterly results must establish whether the operating recovery survives through confirmation of the revenue and… QDEL QuidelOrtho Corporation fresh LOW QuidelOrtho’s recovery case requires a signed point-of-care divestiture and a weekly reclaim of $13.75 before a weekly close below $10.62. The earlier deal-rumor thesis had already breached its published price condition by September 18,… SEER Seer, Inc. fresh LOW The take-private ladder has stalled into a stand-off: the $2.55 Radoff-JEC bid lapsed unanswered on 2026-08-10, and the group's 2026-08-13 release demanding the board disclose an evaluation timeline has drawn no company reply through the… STAA STAAR Surgical Company fresh LOW The re-rating leg failed and has not been re-bid: after the 2026-08-21 weekly close at $23.14 broke the $23.50 shelf, ten sessions produced only $23.47 on 2026-09-04 and a 2026-09-02 CTO appointment the tape ignored. What is left is a… TNDM Tandem Diabetes Care, Inc. LOW Beaten-down insulin-pump turnaround; the whole re-rate hinges on the tubeless Mobi ("Toby") 510(k) — planned for a Q2 filing but still unconfirmed after the quarter closed 2026-06-30 — plus margins scaling toward a ~60% Q4 exit. Shares… UFPT UFP Technologies, Inc. fresh LOW UFP Technologies' medical-outsourcing recovery case requires a weekly reclaim of $300 before a weekly close below $273. The prior case failed at the 2026-09-18 close, while CI Medical's acquisition release provides no financial… VEEV Veeva Systems Inc. fresh LOW Veeva Systems’ recovery rests on Vault CRM adoption overcoming Salesforce competition, supported by 16% subscription growth reported on 2026-08-26. A daily close above the September 18 reference high of $306.22 would complete the recovery…