Filtered library · Theme
Medtech & diagnostics theme · 66 dossiers
Dossiers in the Medtech & diagnostics theme cluster — 66 names moving on shared catalysts.
Theme runProduced by the theme run on 10 September 2026, saturated.
All 66 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 launch and Parse patent verdict support a recovery thesis tested by a weekly close above $65.12 before a weekly close below $58.57. The September 9 daily close of $67.29 advances that test, while shipment execution and… HAE Haemonetics Corporation HIGH The CSL option is now priced by the sell side and still unpriced by the company: six analyst actions since 2026-08-07 took the top of the range to Raymond James' $125 on 2026-09-03, yet the 2026-09-04 close of $102.92 sits 5.4% under the… PSNL Personalis, Inc. 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… SIBN SI-BONE, Inc. HIGH Momentum reset without a price give-back: since the 2026-08-03 Q2 beat ($56.01M, +15.2% YoY; FY26 floor raised to $231M) price has held the reclaimed $17.05 shelf, closing $19.21 on 2026-08-28 while RSI(14) unwound from 72.0 to 55.1. The… VREX Varex Imaging Corporation HIGH Signed all-cash takeout at $18.90 (Teledyne, 2026-08-10); the 2026-09-02 close of $18.47 leaves $0.43 of gross gap, three cents wider than on 2026-08-28. Twenty-four days past signing, EDGAR shows nothing after the 2026-08-18 Form 4 — no… 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 The buyer changed: S&P DJI added ATRC to the SmallCap 600 on 2026-09-04, effective before the 2026-09-21 open, and Needham went to $64 from $45 on 2026-09-02 — while the last company number remains the 2026-07-23 Q2 print. The 2026-09-04… BAX Baxter International Inc. MEDIUM Legacy medtech turnaround re-rating: the 2026-07-30 Q2 print lifted FY26 organic growth guidance to 2-3% and adjusted EPS to $1.95-$2.15, gapping the shares to a $28.34 52-week high. Six weeks on, the 2026-09-04 close of $25.83 sits 8.9%… CAI Caris Life Sciences, Inc. MEDIUM Post-2026-08-05 beat-and-raise ($263.7M vs $238.1M est; FY26 guide to $1.030–1.040B) is now consolidating: the 2026-08-28 close of $25.63 is back under the $26.50 median Street target, RSI(14) has cooled from 82.6 to 59.2, and no analyst… CDNA CareDx, Inc. MEDIUM Post-LCD repricing extended rather than stalled: the $48.61 shelf broke, a 52-week high of $52.36 printed, and the 2026-08-28 close was $49.79 — all with no company release since 2026-08-07. The 2026-08-30 LCD effective date carries only… EWTX Edgewise Therapeutics, Inc. MEDIUM Post-divestiture cardiovascular pivot: Servier paid $1.55B upfront (closed 2026-07-10) for the muscular dystrophy franchise, leaving ~$2.01B pro forma cash behind EDG-7500 in hypertrophic cardiomyopathy. The re-rate is already in the tape… FA First Advantage Corporation MEDIUM 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… PLSE Pulse Biosciences, Inc MEDIUM Timeline-compression leg still printing highs on thinning inputs: the 2026-09-02 close of $52.68 is a fresh 52-week high, but RSI(14) fell to 73.2 from 82.5 at the 2026-08-21 high and no company disclosure has landed since the 2026-08-06… RVTY Revvity, Inc. MEDIUM Post-2026-08-04 print, RVTY re-rated on the wet-lab-under-AI story — management's strongest instrument backlog in 3–4 years — plus Diagnostics +11% organic and a signed exit from China immunodiagnostics. KeyBanc took its target to $165 on… TWST Twist Bioscience Corporation MEDIUM 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… BBNX Beta Bionics, Inc. LOW The post-2026-07-29 re-acceleration leg has stalled at consensus: $19.42 on 2026-09-04 versus $19.72 on 2026-08-28, RSI(14) cooling 71.7 to 62.7, against a 12-analyst average target of $20.31. Into that stall the CMO and CEO sold on… EMBC Embecta Corp. LOW The post-collapse levered-stub re-rating extended to a 2026-09-02 close of $5.69 while the short base shrank to 5.44M shares (9.94% of float) from 6.68M on 2026-08-21 — the covering fuel is thinning as price trades above the highest of… EOLS Evolus, Inc. LOW Margin-inflection re-rating has run to a new 52-week high — the 2026-09-04 close of $9.30 is +39.2% over three months with RSI(14) at 80.6 — on no company news since the 2026-08-05 Q2 print. HTFL Heartflow, Inc. LOW The post-Q2 re-rating is intact but the marginal bid now pays above the whole published target band: the 2026-09-02 close of $50.00 sits above the $45 top target set on 2026-08-14, RSI(14) is 88.0, and four insider sale filings landed… ILMN Illumina, Inc. LOW Momentum has outrun the information set: a 52-week high of $227.69 then a fade to the 2026-08-28 close of $215.59, RSI(14) 69.2, with no company-dated input since the 2026-07-30 beat-and-raise and none scheduled before the Q3 print… MRVI Maravai LifeSciences Holdings, Inc. LOW The Moderna read-through leg has round-tripped most of its gain: after gapping +25.78% on 2026-08-19 and printing an $8.87 intraday high on 2026-08-25, MRVI closed $7.32 on 2026-09-04, 18.7% below the $9.00 series high, leaving the $7.24… RCEL Avita Medical, Inc. LOW Small-cap wound-care turnaround with a dated profitability inflection: the 2026-08-06 beat-and-raise lifted FY2026 guidance to $86-89M and put Q4 2026 on the calendar for cash-flow breakeven, and the 2026-08-18 PermeaDerm-I readout pulled… 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 Second-order re-rating on the 2026-08-19 Merck/Moderna INTerpath-001 win is now fully in sell-side language — three target actions between 08-31 and 09-02, topping at $80 — while price slid from $72.69 (08-21) to $64.62 (09-04) and ARK… 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. SUPREME Closed record, not a live setup: AIP's $25.00/share all-cash take-private completed 2026-07-27 (EV ~$1.272B), AVNS left the NYSE that day, and the 2026-08-06 Form 15-12G — one holder of record — suspended SEC reporting. Nothing is dated… GH Guardant Health, Inc. HIGH Carelon's 2026-09-01 decision to cover Shield from 2026-11-15 lifts stated reach to ~90M lives (~75% of eligible) — the payer datapoint the story needed — yet the close was $161.41 on 2026-09-04 versus $161.50 on 2026-08-28. FY26 guidance… ITGR Integer Holdings Corporation HIGH Signed-deal instrument since 2026-08-03: KKR's $127.00 all-cash agreement leaves $1.67 above the 2026-08-28 close of $125.33. Four weeks after signing, no merger proxy is on file and no HSR filing date has been disclosed, so a year-end… MMED MiniMed Group, Inc. HIGH Q1 FY2027 on 2026-09-01 turned the carve-out story from re-rate into acceleration: net sales $843M vs $827.065M consensus, +15.8% organic against 8.7% the prior quarter, FY2027 organic guide lifted to ~10.5%, GAAP EPS at break-even, and… SMTI Sanara MedTech Inc. HIGH Merger-arb instrument since MIMEDX's 2026-07-29 agreement ($33.00 cash + 0.4735 MDXG per share). A Form S-4 now appears on EDGAR under MIMEDX's CIK with a 2026-08-24 consent exhibit, moving the deal into its documented phase; at the… TECH Bio-Techne Corp HIGH Merger arb pinned 57 cents under Merck KGaA's $73.00 cash bid: the 2026-09-23 special meeting is dated, and the HSR clock restarted by the 2026-08-19 refiling should lapse around 2026-09-18, with no FTC clearance and no second request… ABT Abbott Laboratories 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… AZTA Azenta, Inc. MEDIUM The prior break level fired: the 2026-09-04 weekly close at $31.33 unwound the whole news-free August advance from $37.40 (Aug 21). What remains is a cash-rich self-help case — $529M and no debt at June 30, the full $63M B Medical price… CBLL CeriBell, Inc. MEDIUM The NTAP-funded delirium leg is intact but the flow behind it has thinned — no headline, estimate or target action since BTIG's $30 on 2026-08-18, RSI(14) off 86.0 (08-21) to 78.1 at the 2026-08-28 close of $23.73, still 4.7% under the… CSTL Castle Biosciences, Inc. MEDIUM The repair leg stalled rather than broke: $34.20 on 2026-08-21 to $32.91 on 2026-09-04, with no company release dated between the 08-20 conference notice and 09-04, while TissueCypher (+64% YoY in Q2) still carries the story. The… 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 +… MASS 908 Devices Inc. MEDIUM Post-divestiture handheld chemical-detection pure play still holding the 2026-08-11 beat-and-raise re-rate: the 2026-08-28 close of $10.73 sits 3.3% under the $11.10 52-week high with RSI(14) cooled from 86.0 to 72.2. NEOG Neogen Corporation MEDIUM The first rating change of the cycle landed on 2026-08-26 — Piper Sandler to Overweight, target $14 from $13 — and the tape did not follow: $11.66 on 2026-08-28 against $11.95 on 2026-08-21 and 4.0% under the $12.15 high. Nothing… NVCR NovoCure Limited MEDIUM Post-TRIDENT commercial-inflection leg still carried by the 2026-07-23 Q2 print (rev $183.584M vs $172.437M cons., first positive adj. EBITDA $10.8M, FY guide $710–725M). Price $17.94 on 2026-09-04 is 10.3% under the $19.99 high and held… RGEN Repligen Corporation MEDIUM Bioprocessing-recovery rerating now carries a deal overhang: the 2026-07-28 beat-and-raise (adj EPS $0.54 vs $0.45; FY26 sales to $813–835M) took RGEN within 3.2% of its $182.03 high, but the BioLife merger S-4 went effective and the… SOPH SOPHiA GENETICS SA MEDIUM Cloud-genomics platform story from the 2026-08-04 Q2 print (net dollar retention 117% vs 107%, FY26 guide up to $94–96M, AstraZeneca two-programme CDx deal) is now maturing: the shares eased to $8.09 on 2026-09-04, 9.3% off the $8.92 high,… VCYT Veracyte, Inc. 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… VEEV Veeva Systems Inc. MEDIUM Post-print re-rating: the 2026-08-26 Q2 FY27 beat (revenue $928.0M +18%, 44.8% non-GAAP operating margin, FY27 guide raised to $3,682–3,687M) contradicted the Salesforce CRM-share-loss story that had taken the shares to $185.91 on… XGN Exagen Inc. 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. 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.… AVTR Avantor, Inc. LOW The post-print re-rating extended a third leg: $14.97 on 2026-09-04 versus $14.58 on 2026-08-28, now 4.0% under the $15.60 52-week high, with RSI(14) back up to 71.2 and no company press release since 2026-07-29. Price sits above six of… BRKR Bruker Corporation LOW 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… BVS Bioventus Inc. LOW The M&A leg from the 2026-08-05 unsolicited-proposal disclosure is intact but undated: 17 sessions, no committee update, and price back to the 2026-08-28 close of $13.84, 9.3% under the $15.26 high, with RSI(14) unwound 70.5 → 58.1 → 47.9.… CLPT ClearPoint Neuro, Inc. 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 LOW Fifty-seven days have passed without a process headline: the 2026-07-10 sale report is still the only leg, and price has started giving ground — $49.32 on 2026-09-04 against the $51.07 close of 2026-08-21, back onto the August shelf. No… CRL Charles River Laboratories International, Inc. LOW The August demand-recovery repricing is complete and the leg now rests on one date: the 2026-09-24 Investor Day, where long-term financial targets get reset. The 2026-09-04 close of $288.5 sits 3.4% under the $298.58 52-week high with… 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.… 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… 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… MYGN Myriad Genetics, Inc. 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… NEO NeoGenomics, Inc. 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… NVEC NVE Corporation LOW The single-quarter re-rate has round-tripped: the 2026-08-28 close of $100.89 lost the $105 gap shelf, RSI(14) is 27.6, and the shares are up 0.8% over three months despite an 81% revenue quarter reported 2026-07-22. No company news or… OFIX Orthofix Medical Inc. LOW The CMS-reversal re-rate is finished and the structure went with it: the $9.80 shelf gave way on the 2026-08-28 weekly close of $9.70, 40.2% below the $16.23 high, while the published sell-side range collapsed from $16–24 to $12–14. Raised… QDEL QuidelOrtho Corporation LOW Deal leg is dead and still unresolved: the 2026-06-29 rumor gap was fully retraced by the $13.75 close of 2026-08-10, and the August drift to $14.74 has round-tripped to $13.97 on 2026-09-04 with no company disclosure in between. An… SEER Seer, Inc. 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 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. LOW The $300 shelf broke: the 2026-09-04 close of $288.79 sits 13.8% under the $334.84 high with RSI(14) at 15.8, the lowest reading in the series, and the entire post-Q2 re-rate is now overhead. Six insiders filed sales between 2026-08-06 and… WGS GeneDx Holdings Corp. 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… XRAY DENTSPLY SIRONA Inc. LOW The turnaround re-rating leg resolved at the 2026-08-06 Q2 print and then reversed: $13.78 pre-print, $13.19 on the print session, $11.12 by 2026-08-28 with RSI(14) at 34.3. Barclays kept Underweight on 2026-08-24 while lifting its target…