Filtered library · Theme
medtech-diagnostics theme · 45 dossiers
Dossiers in the medtech-diagnostics theme cluster — 45 names moving on shared catalysts.
All dossiersTXG
fresh10x Genomics, Inc.
Atera's order book turned the name: the 2026-08-06 beat-and-raise first sold to $45.60, then reversed to a record $52.03 close on 2026-08-07 (+14.10%, 5.43M shares) with the 16-analyst average target moving $41.54→$46.31 in two sessions.…
BFLY
Butterfly Network, Inc.
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…
PSNL
Personalis, Inc.
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…
ABT
Abbott Laboratories
Post-deal de-rating unwinding: the 2026-07-16 Q2 beat (sales $12.593B, adj EPS $1.31 vs $1.28) plus the first FY26 guidance raise of the year to $5.45–$5.60, then FDA approval of Freenome's SimpleScreen CRC blood test on 2026-07-27, which…
ADPT
freshAdaptive Biotechnologies Corporation
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
freshAtriCure, Inc.
Profitability-inflection leg: the 2026-07-23 Q2 print took FY2026 adjusted EPS guidance from $0.00–$0.04 to $0.24–$0.32 against $0.06 consensus, on 77.2% gross margin and $153.6M revenue. But the revenue guide barely moved ($600–610M to…
AZTA
freshAzenta, Inc.
The Aug 4 Q3 print flipped the operating line: organic revenue +9% after −3% in the March quarter, adjusted EBITDA margin 11.4% vs 5.4%, FY26 guide narrowed upward, and the $250M buyback finally activated (2.3M sh / $50.0M). The…
BVS
freshBioventus Inc.
M&A leg replaced the deleveraging leg on 2026-08-05: the board formed an independent committee after an unsolicited acquisition proposal, hiring Evercore, while Q2 revenue $153.2M missed the $155.64M consensus. Price marked a 52-week high…
CDNA
freshCareDx, Inc.
MolDX overhang lifted 2026-07-16, then the 2026-07-30 print converted policy into numbers: FY2026 revenue guide raised to $490–500M from $447–465M, adjusted EBITDA to $66–78M from $43–57M. What is being bought now is the estimate-revision…
DRTS
freshAlpha Tau Medical Ltd.
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 +…
FA
freshFirst Advantage Corporation
Aug 6 flipped the frame: Q2 revenue $448.8M/+14.9% vs $415.0M consensus, adj EPS $0.35 vs $0.28, and the first FY guide raise of the cycle ($1.67–1.71B). Needham upgraded to Buy/$28, RBC to $24 — targets moved above spot for the first…
GH
Guardant Health, Inc.
Q2 (7/30) resolved the earnings binary favourably: revenue $334.978M vs $314.226M consensus, FY26 guidance raised to $1.340–1.360B from $1.300–1.320B. But Guardant filed a shelf the same day, and the 7/31 target wave ($195–210) failed to…
ILMN
freshIllumina, Inc.
Beat-and-raise on 2026-07-30 (rev $1.159B +9.4%, EPS $1.31, FY26 guide up to $4.60–4.64B / $5.30–5.40) drew nine target hikes to as high as $230 — and the stock still closed 2026-08-07 at $187.96, 8.4% below the $205.10 high made on the…
NEOG
freshNeogen Corporation
Post-3M-integration cleanup finally printing: Q4 FY26 on 2026-07-30 beat both lines ($225.3M vs $212.4M est; $0.09 adj EPS vs $(0.07)), FY27 guided to $880–885M against $849.6M consensus, and the $160M Zoetis Genomics sale funds a sub-3x…
NVEC
freshNVE Corporation
Spintronics micro-cap re-rated ~52% in one session on a step-change quarter — revenue +81% to $11.034M, gross margin 81.3%, EPS $1.32 (2026-07-22) — after FY2026 grew just 1.76%. The leg being bought is a structural inflection in…
SEER
freshSeer, Inc.
Four escalating take-private proposals in July 2026 — Radoff-JEC at $2.55 cash + CVR, Chair/CEO at $2.45 + two CVRs — against ~$220M of Q1-end cash and ~55M shares out. The Special Committee opened its mandate to "other alternatives" on…
TWST
Twist Bioscience Corporation
Synthetic-DNA-as-AI-input narrative went vertical: the failed $70 breakout reclaimed and ran to a $105.47 high, +200%+ YTD with 85% of it since the 2026-05-21 analyst day. Targets now $102-$120 but price sits above the $85.50 consensus and…
VCYT
Veracyte, Inc.
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…
ABX
Abacus Global Management, Inc.
Life-settlements franchise bolted the RWA-tokenization narrative (100+ policies on-chain, $224B TAM) onto a Q1 beat and a raised FY adj-EPS guide, but shares rejected the $12.44 high with a −7.3% sell-the-news day into a binary ~2026-08-06…
AVNS
Avanos Medical, Inc.
Take-private is done: AVNS holders approved the $25.00/share all-cash AIP buyout on 2026-07-22 (~99.75% of votes cast), all regulatory clearances in hand, close guided by 2026-07-27 with NYSE delisting on completion. Price is pinned to…
AVR
Anteris Technologies Global Corp.
TAVR disruptor whose de-risking catalysts (CMS CED, first US patients, French ANSM clearance) are now exhausted; price faded ~11% off the ~$11.06 high back onto the in-the-money $250M ATM near $9. No 30-day data binary — PARADIGM readout…
AVTR
freshAvantor, Inc.
Self-help turnaround at a leveraged lab-supply distributor is being repriced: the 2026-07-29 Q2 print put VWR Distribution & Services back to +1.7% organic from -4.8% in Q1, and FY2026 organic guidance was raised to -0.5%/+0.5%. Price…
BBNX
Beta Bionics, Inc.
Broken-growth AID-pump name idling into a binary Q2 print (~2026-07-28, ~2 days out): the number decides whether new patient starts re-accelerate or post a second straight sequential decline. Two clustered sell-side PT raises (Goldman $19,…
BRKR
Bruker Corporation
Post-ASMS instrument re-rate broke back toward the $64.54 high and added a second leg: semiconductor-metrology strength (orders +20% YoY) pulled Leerink to $70 and top targets to $65–70. But at ~$62 the name sits ~13% over its 50-DMA and…
CLPT
ClearPoint Neuro, Inc.
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
freshCONMED Corporation
Takeover optionality cleared its first test: the 2026-07-29 Q2 beat (adj EPS $1.38 vs $1.11 est, organic +6%) and raised FY guide ($4.48–$4.60) removed the standalone-collapse case and carried price to $49.12, above every dated sell-side…
DDD
fresh3D Systems Corporation
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
freshDexCom, Inc.
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…
EMBC
freshEmbecta Corp.
Post-collapse deleveraging read: Q3 FY26 (2026-08-07) beat at $271.7M revenue and $0.56 adj EPS vs $0.27, and the FY26 adj EPS guide went to $1.80–$1.90 — three months after a 57.8% one-day break on 2026-05-05. The leg being bought is a…
ENOV
freshEnovis Corporation
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.…
GOLF
Acushnet Holdings Corp.
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…
HAE
Haemonetics Corporation
The July stall resolved upward: HAE broke its $77–80 July range to close $85.54 on 2026-07-31, 2% under the 52-week high, on a BofA target raise to $93 citing peer multiples rather than new data. The 2026-08-06 Q1 FY2027 print is three…
IART
freshIntegra LifeSciences Holdings Corporation
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…
ITGR
freshInteger Holdings Corporation
The equity is now a deal instrument: KKR's $127 all-cash agreement, signed 2026-08-03, leaves $1.73 of headline consideration above the 2026-08-07 close of $125.27, while a break returns it toward the $96–$110 pre-leak analyst zone.…
LNC
freshLincoln National Corp.
Legacy-risk-transfer re-rating: the 2026-07-30 Talcott deal cedes ~$5.8B of GUL statutory reserves for ~$200M all-in statutory capital, alongside a Q2 adjusted EPS beat at $2.24 vs $1.96. But the information is out, price sits 2.1% under…
OFIX
freshOrthofix Medical Inc.
Reimbursement-reversal re-rate has already been spent: CMS restored pre-May-18 bone-growth-stimulator rates (reported 2026-07-02) and the 2026-08-05 Q2 print beat on both lines with FY26 guidance raised to $845–855M / $95–98M adj EBITDA —…
PLSE
Pulse Biosciences, Inc
Sell-side discovery leg is spent: three Strong Buys with a $30.67 average against $28.68 (2026-07-17) leaves ~7% to consensus. The July 13 warrant redemption cleared the last dilution overhang, but the de-risking AFib endpoints are 2027…
QDEL
QuidelOrtho Corporation
Deal-rumor re-rate has already run: $13.79 (Jun 26) to $17.38 (Jul 17), +75% off the $9.92 low, on an unsigned ~$1.5B point-of-care divestiture. Sell-side chased it up (Citi $13→$18). The Aug 4 Q2 print is the binary, and a shrinking base…
SENS
Senseonics Holdings, Inc.
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…
SIBN
SI-BONE, Inc.
SI-joint-fusion medtech at a profitability inflection with a new Smith+Nephew pelvic-trauma distribution leg; tape has firmed to a base but stalls under the ~$17 200-day shelf it hasn't reclaimed. The confirmed 2026-08-03 Q2 print is the…
SMTI
freshSanara MedTech Inc.
Since MIMEDX's 2026-07-29 definitive agreement ($33.00 cash + 0.4735 MDXG shares, ~$35 headline, ~$350M EV), SMTI trades as a merger-arb instrument rather than a wound-care growth story. At $34.10 (2026-08-07) the gross spread to computed…
STAA
STAAR Surgical Company
China EVO+ recovery leg is decelerating: Q2 prelim (2026-07-16) of ">$90M" was in-line, sequentially below Q1's $93.52M, and drew an 8.8% gap-down that broke the $29.43 50-day. Triple-digit YoY comps end here, the M&A binary died at the…
TNDM
Tandem Diabetes Care, Inc.
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…
WGS
GeneDx Holdings Corp.
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…
XRAY
DENTSPLY SIRONA Inc.
Beaten-down dental franchise mid-turnaround: new CEO killed the dividend to cut debt and buy back stock, but Q1 revenue was dead flat and operating margin swung negative — no accelerating narrative, a Hold-rated value trap into the…