Filtered library · Theme
Medtech & diagnostics theme · 60 dossiers
Dossiers in the Medtech & diagnostics theme cluster — 60 names moving on shared catalysts.
All dossiers TXG 10x Genomics, Inc. fresh LOW First lower close of the run: 2026-08-24 at $63.80, 2.0% under the 2026-08-21 record close of $65.12, with price still above every published target (high mark Stephens $65, 08-12; 16-analyst average $49.54). No company item since the 08-06… 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… 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… ABT Abbott Laboratories MEDIUM De-rating unwind is now largely priced: $82.56 close on 2026-05-11 to $111.25 on 2026-08-14, RSI 72.2, with the 2026-08-11 Google Health/Lingo partnership and Wolfe's 2026-08-13 upgrade to $130 as the newest fuel. Nothing tests the… 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. MEDIUM Profitability-inflection leg now confirmed by price: the 2026-08-14 close of $44.30 is a fresh 52-week high on RSI(14) 76.0. The 2026-07-23 raise (FY2026 adjusted EPS $0.00–$0.04 to $0.24–$0.32 against $0.06 consensus) is three weeks old,… BBNX Beta Bionics, Inc. MEDIUM Q2 (2026-07-29) resolved the binary the right way: new patient starts rose sequentially (banded +10–20%) after Q1's decline, net sales $32.0M +38% YoY, FY26 gross-margin floor raised to 58.5–59.5%. The frame flipped from broken-growth to… BVS Bioventus Inc. MEDIUM Two weeks past the 2026-08-05 unsolicited-proposal disclosure the M&A leg is intact but undated: no committee update in 12 sessions, price consolidating at the 2026-08-21 close of $14.38 against the $15.26 high while RSI(14) unwound 70.5… CDNA CareDx, Inc. MEDIUM Post-LCD estimate-revision leg is intact but the flow has moderated: no company headline between 2026-08-07 and 2026-08-21, yet a new closing high of $48.61 with RSI(14) down to 53.3 from 70.1. The 2026-08-30 LCD effective date is a… CSTL Castle Biosciences, Inc. MEDIUM Mix-shift repair leg extended without new fundamental content: $29.62 on 2026-08-14 to $34.20 on 2026-08-21, with only an 08-17 Nasdaq Texas dual listing and an 08-20 conference schedule filed in between. TissueCypher +64% YoY still… 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. MEDIUM Q2 (7/30) beat and lifted FY26 to $1.340–1.360B, but the second target wave on 8/3–8/4 (Stephens $195, Piper $193, MS $185) again failed to clear Citi's $215 from 7/8. Fundamentals still stepping up while the sell-side ceiling has been… ILMN Illumina, Inc. MEDIUM Post-print give-back fully reversed: $187.96 on 2026-08-07 to a 52-week-high close of $219.40 on 2026-08-21 (+51.9% over three months, RSI 66.3) with no new operating news since the 2026-07-30 beat-and-raise. Price now sits above the… KMTS Kestra Medical Technologies, Ltd. MEDIUM Wearable-defibrillator share-capture story accelerating: FY26 revenue $95.1M (+59%), fiscal Q4 $28.6M (+66%) with gross margin 54.8% vs 44.3%, plus JPMorgan's 2026-08-10 Overweight/$30 initiation. Price closed $26.99 on 2026-08-21, 4.8%… MASS 908 Devices Inc. fresh MEDIUM Post-divestiture handheld chemical-detection pure play re-rating on the 2026-08-11 beat-and-raise (revenue $16.07M vs $15.37M est, FY floor lifted to $68–70M) plus Roth $13 / Stifel $12 target hikes on 08-12. The 2026-08-21 close of $10.68… MMED MiniMed Group, Inc. MEDIUM Carve-out re-rate extended: MMED closed $20.45 on 2026-08-21, through the prior $20.48 high, after Flex began U.S. shipment integrated with Abbott's Instinct sensor on 2026-08-17 — the last open product item. Reimbursement and integration… NEOG Neogen Corporation MEDIUM Post-3M-integration cleanup is in the numbers after the 2026-07-30 beat-and-raise, but the re-rating has stopped extending: $11.95 close on 2026-08-21, a marginal new high at $12.15, RSI 50.8, no target change since Piper Sandler's $13 on… NVCR NovoCure Limited MEDIUM Post-TRIDENT commercial-inflection leg intact but undated: the 2026-07-23 Q2 print (rev $183.584M vs $172.437M cons., first positive adj. EBITDA $10.8M, FY guide to $710–725M) still sets the frame, and on 2026-08-22 Zacks flagged upward… SIBN SI-BONE, Inc. MEDIUM The 2026-08-03 binary resolved bullish: Q2 revenue $56.01M (+15.2% YoY vs +11.2% in Q1), EPS −$0.09 vs −$0.15 est, FY26 floor raised to $231M, three target hikes on 2026-08-04. Price cleared the $17.05 shelf that capped June–July.… 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… UFPT UFP Technologies, Inc. MEDIUM MedTech outsourcing compounder re-rated on the 2026-08-03 Q2 beat — organic growth 12.4% vs 6.8% for the first half, adj EPS $2.92 vs $2.50 consensus — carrying price to within 3.9% of the $334.84 52-week high. Narrative accelerating,… 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… AVNS Avanos Medical, Inc. LOW Resolved, not pending: AIP completed the $25.00/share all-cash take-private on 2026-07-27 and AVNS ceased NYSE trading the same day (EV ~$1.272B). Holders received cash; there is no listed security, no narrative leg and no catalyst left.… 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 is digesting rather than extending: $13.66 on 2026-08-14 versus $13.59 on 2026-08-07, RSI(14) cooling 77.0 to 69.5, and the 2026-07-30 target cluster of $14–$16 already reached. Management's Q3 guide — about 250 bp… AZTA Azenta, Inc. LOW No new company information since the Aug 4 print, yet price ran from $33.39 (Aug 11) to $37.40 (Aug 21) with RSI(14) at 81.5 and the six-analyst consensus target of $34.80 now below spot. The self-help leg ($529M cash, no debt, $50.0M… 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… CAI Caris Life Sciences, Inc. LOW Oncology molecular-profiling re-rate: the 2026-08-05 Q2 beat ($263.7M vs $238.1M est) plus an FY26 guide lift to $1.030–1.040B and positive adjusted EBITDA of $55.7M flipped the story to self-funding growth, driving a 68.9% three-month… CBLL CeriBell, Inc. LOW August re-rating is reimbursement-driven: CMS granted an NTAP of up to $2,171 per eligible Medicare case for the Ceribell Delirium Monitor on 2026-08-03 (effective 2026-10-01) and FY26 guidance went to $114–117M on 2026-08-10. Narrative… 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 Six weeks on, the deal leg is still the only unresolved one: no process headline since 2026-07-10, no sell-side action since 2026-07-30, no company event dated inside 30 days — yet price drifted to $51.07 on 2026-08-21, 10.9% above the… CRL Charles River Laboratories International, Inc. LOW Post-2026-08-05 demand-recovery leg extended to a new 52wk high at the 2026-08-21 close of $295.19 (RSI 86.6, +84.1% over three months) with no rating action since TD Cowen's $300 on 08-10 — price is now inside the $282-$310 target band.… 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… EMBC Embecta Corp. fresh LOW Post-collapse levered stub has now run past its own sell-side: the 2026-08-21 close of $5.23 sits above the highest of four published 12-month targets ($5.00), short interest rose to 12.20% of float from 10.99% on 2026-08-11, and the… 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.… HAE Haemonetics Corporation LOW Legacy medtech pivot moved from promised to reported: the 2026-08-06 Q1 FY2027 beat ($339.4M vs $327.9M, adj EPS $1.14 vs $1.08) turned Interventional Technologies positive (+2.8% organic vs −10.3% in Q4) and lifted FY2027 organic guidance… HTFL Heartflow, Inc. LOW AI coronary diagnostics re-rated on the 2026-08-13 Q2 print: revenue +48% YoY to $64.1M, FY26 guide lifted to $246–250M from $228–232M, Plaque revenue $7.8M running ~$4M ahead of plan, six targets raised on 2026-08-14. Narrative is… 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… ITGR Integer Holdings Corporation LOW Signed-deal instrument since 2026-08-03: KKR's $127.00 all-cash agreement leaves $1.80 above the 2026-08-21 close of $125.20 (~1.4%), unchanged from two weeks earlier. The paperwork stage has begun with no paperwork — no merger proxy on… MESO Mesoblast Limited LOW Platform-inflection story re-accelerated on operational news rather than data: the 2026-08-17 last-patient-treated release for the 350-patient CLBP Phase 3 carried the ADR from $15.60 (08-14) to $17.00 (08-21), reclaiming the July shelf… MRVI Maravai LifeSciences Holdings, Inc. LOW Leg has flipped from operating leverage to mRNA-supplier read-through: Moderna's 2026-08-19 Phase 3 cancer-vaccine data took MRVI +25.8% in one session and to an $8.64 52-week-high close by 2026-08-21 with RSI 79.8 — while FY26 revenue… 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 One quarter re-rated the name — revenue +81% to $11.03M, gross margin 81.3% (2026-07-22) — and nothing has confirmed it since. No company datapoint arrives before the ~2026-10-21 Q2 print. OFIX Orthofix Medical Inc. LOW The CMS-reversal re-rate has fully round-tripped: after the 2026-07-02 rate restoration and a 2026-08-05 beat-and-raise, OFIX closed $10.01 on 2026-08-21 — below where it traded on the 2026-05-21 guidance-cut 8-K — with RSI(14) at 22.8 and… PLSE Pulse Biosciences, Inc fresh LOW Timeline-compression leg extended by broker coverage rather than new data: Needham initiated Buy with a $58 target on 2026-08-17 and price closed 2026-08-21 at $50.42, a fresh 52-week high with RSI 82.5, above three of four published… QDEL QuidelOrtho Corporation LOW Deal-rumor leg fully retraced and still unresolved: the 2026-08-06 cut (FY26 adj EPS to $0.65–0.90 from $1.80–2.00, FCF guide withdrawn) took price back to the $13.79 pre-rumor shelf, and the $14.74 close of 2026-08-21 is drift on no… 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… 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… SMTI Sanara MedTech Inc. LOW Merger-arb instrument since MIMEDX's 2026-07-29 agreement ($33.00 cash + 0.4735 MDXG per share). The 2026-08-11 Form 425 disclosed a 2027-07-29 outside date, a $22.5M reverse termination fee and 38.9% voting lock-up; at the $34.45 close… SOPH SOPHiA GENETICS SA fresh LOW Cloud-genomics platform narrative inflected on the 2026-08-04 Q2 print: net dollar retention 117% vs 107% YoY, FY26 guide raised to $94–96M, and a two-program AstraZeneca companion-diagnostics deal. Price has already run 77.3% in three… STAA STAAR Surgical Company LOW Structure broken, no dated catalyst before the ~2026-10-07 pre-release window. TECH Bio-Techne Corp LOW Closed merger-arb pinned $0.60 under Merck KGaA's $73.00 all-cash bid — 2026-08-14 close $72.40, also the 52-week high. Q4 printed 08-12 with no call and no FY27 guidance; Wells Fargo folded to a $73 target on 08-13. Coverage is fully… TEM Tempus AI, Inc. fresh LOW Second-order re-rating: Merck/Moderna's 2026-08-19 Phase 3 INTerpath-001 win — the first positive readout for an individualised neoantigen therapy — repriced TEM as the listed owner of the MRD sequencing layer via its pending $1.5B… 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… VREX Varex Imaging Corporation fresh LOW Signed all-cash takeout: Teledyne agreed on 2026-08-10 to buy Varex at $18.90/share (~$1.1B). The 2026-08-14 close of $18.49 leaves roughly $0.41 of gross gap into a closing guided for early calendar 2027 with a 2027-05-10 outside date.… 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… XGN Exagen Inc. LOW Autoimmune-diagnostics re-rating on the 2026-08-04 Q2 print: revenue $19.941M vs $17.817M consensus, FY26 guide lifted to $72–75M, adjusted EBITDA loss down to $0.1M. Price ran from a $4.68 pre-print close to $7.92 on 2026-08-21 with… XRAY DENTSPLY SIRONA Inc. LOW Stock faded from $13.78 pre-print to $11.59 on 2026-08-14 — the narrative leg came and went, and the $11–12 shelf is what remains. RGEN Repligen Corporation fresh NONE