Latest ideas and analyses related to healthtech

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
BIIB , RPRX , MOR , LLY , ROG

+36 pts



Alzheimer's Remains Risky; A Guide to Upcoming Ph3 Readouts

By mooreideas on July 26, 2022, 10:52 a.m.
Tagged topics: healthtech

Views: 17, Votes: 4, Responses: 0, Attachments: 1
CHNG

+33 pts



Model Update Post-F4Q22

By potato on May 29, 2022, 11:21 p.m.
Tagged topics: healthtech

Views: 19, Votes: 4, Responses: 0, Attachments: 1
US Macro

+34 pts



Wearable and Implantable Cardiac Monitors Q&A Our Way: Boston Scientific’s Story of Innovation and Integration

By RayHold on May 22, 2022, 9:51 a.m.
Tagged topics: healthtech , US

Views: 27, Votes: 3, Responses: 0, Attachments: 1
PRVA

+30 pts



Privia Health Strong 1Q & 2022 Outlook Updated

By Thomasidea on May 15, 2022, 12:40 a.m.
Tagged topics: healthtech

Views: 10, Votes: 1, Responses: 0, Attachments: 1
GDRX

+31 pts



$GDRX Discount Cards At a Crossroad?

By realmomobags on May 10, 2022, 4:34 a.m.
Tagged topics: earnings results , healthtech

Views: 10, Votes: 1, Responses: 0, Attachments: 1
ISRG , ZBH , BDX , BAX , ABT , MDT , AGTI , LIVN , SKIN

+40 pts



Complexity Intensifies; 1Q Update and Preview. Moving $BAX to Sell

By ethonomics on April 4, 2022, 2:55 p.m.
Tagged topics: deep dive , healthtech

Views: 43, Votes: 7, Responses: 0, Attachments: 1
BBLN

+32 pts



Healthcare Technology & Distribution

By KHUN on Jan. 21, 2022, 11:34 a.m.
Tagged topics: analyst checks , healthtech , healthcare

Views: 37, Votes: 3, Responses: 0, Attachments: 1
ZBH , SHC

+33 pts



$ZBH - a lesson in candidly reflecting loss aversion in downside scenarios

By ethonomics on Dec. 29, 2021, 12:29 p.m.
Tagged topics: healthtech

Views: 49, Votes: 3, Responses: 0, Attachments: 1
MRNA

+35 pts



$MRNA - Feedback from Company Meeting with Investors, Early CV Data at AHA

By junkfoodlover on Nov. 15, 2021, 11:11 a.m.
Tagged topics: supply chain constraints , non deal roadshow , healthtech

Views: 59, Votes: 3, Responses: 0, Attachments: 2
MRNA

+37 pts



$MRNA - Deutsche initiates at Sell, says Moderna is just a 'concept company' that's ridden the wave of disruptive innovation

By phenphen on Oct. 22, 2021, 11:54 a.m.
Tagged topics: healthtech , mRNA , covid vaccines , sell rating

Views: 52, Votes: 4, Responses: 0, Attachments: 2
SPY

+37 pts



Healthcare Weekly Pricing Sheet

By KHUN on Oct. 20, 2021, 6:44 p.m.
Tagged topics: pricing , analyst checks , healthtech

Views: 49, Votes: 2, Responses: 0, Attachments: 2
CYTK

+31 pts



$CYTK - Piper Sandler reports from Oct 4 and Oct 7 (as requested)

By bbern3 on Oct. 8, 2021, 11:08 a.m.
Tagged topics: deep dive , Piper Sandler , healthtech

Views: 41, Votes: 1, Responses: 0, Attachments: 4
MRNA

+31 pts



$MRNA - Jefferies expects the valuation debate between specialists and generalist investors to continue following R&D Day

By phenphen on Sept. 10, 2021, 10:10 a.m.
Tagged topics: TAM expansion , Jefferies , healthtech , covid vaccines , investor sentiments , R&D Day

Views: 158, Votes: 1, Responses: 0, Attachments: 2
MRNA , PFE

+31 pts



$MRNA $PFE - Morgan Stanley says #CovidVaccines highly effective against severe disease and hospitalizations despite breakthrough cases

By phenphen on Sept. 1, 2021, 11:37 a.m.
Tagged topics: Morgan Stanley , healthtech , covid vaccines , breakthrough infections

Views: 211, Votes: 1, Responses: 0, Attachments: 2
PFE

+33 pts



$PFE - Barclays sees #Trillium #acquisition as a foundational piece of hematology portfolio with broad optionality

By ethonomics on Aug. 24, 2021, 12:12 p.m.
Tagged topics: mergers and acquisitions , Barclays , healthtech , oncology

Views: 210, Votes: 4, Responses: 0, Attachments: 2
MRNA

+32 pts



$MRNA - Moderna is saving the world, but analysts say it's valued like it's saving the universe

By rIsILAwr on Aug. 6, 2021, 12:46 p.m.
Tagged topics: analyst downgrade , JP Morgan , Piper Sandler , Oppenheimer , rich valuations , healthtech , covid vaccines , saving the world

Views: 396, Votes: 1, Responses: 0, Attachments: 6
TDOC

+1 pts



Great Long-Term Success Opportunity For Investors...

By shah.hemu on July 19, 2021, 1:33 p.m.
Tagged topics: strong fundamentals , excess capacity , healthtech

Views: 4, Votes: 1, Responses: 0, Attachments: 0
TDOC

+8 pts



Doctors can bypass TDOC but its probably easier to get paid through a platform that deals with the patients insurnace and payment menthod than over...

By adamsmith on July 16, 2021, 3:15 p.m.
Tagged topics: strong fundamentals , excess capacity , healthtech

Views: 5, Votes: 2, Responses: 1, Attachments: 0
TDOC

+38 pts



$TDOC

By ked407 on July 15, 2021, 11:05 p.m.
Tagged topics: strong fundamentals , excess capacity , healthtech

Views: 84, Votes: 3, Responses: 2, Attachments: 0
TDOC , AMZN , CI

+34 pts



$TDOC - JP Morgan believes TDOC has a strong and defensible competitive position (Jun 9 2021 report as requested)

By labjordan on July 14, 2021, 11:42 a.m.
Tagged topics: JP Morgan , Amazon Care , healthtech

Views: 71, Votes: 1, Responses: 0, Attachments: 6