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Pro Medicus
RO
Robbo
Community Contributor
Great Company.... but so expensive!
Pro Medicus (ASX: PME) is an Australian company that develops medical imaging software under its Visage product range. Leading medical institutions including NYU Langone, UCSF, and Mass General Brigham have publicly or semi-publicly praised the platform—often via PME-issued press releases or interviews.
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AU$133.68
FV
136.6% overvalued
intrinsic discount
-9.04%
Revenue growth p.a.
Set Fair Value
0
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0
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8
users have followed this narrative
about 1 month ago
author updated this narrative
Monash IVF Group
BI
Bigchase
Community Contributor
Smallcap takeover in niche industry
Monash IVF ( ASX: MVF ) Monash IVF Group Limited is a leading provider of assisted reproductive services in Australia and Malaysia. With over 50 years of experience, the company has been instrumental in pioneering fertility treatments, including achieving Australia's first IVF birth and the world's first pregnancy from a frozen embryo.
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AU$1.08
FV
25.5% undervalued
intrinsic discount
6.28%
Revenue growth p.a.
Set Fair Value
0
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0
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14
users have followed this narrative
8 months ago
author updated this narrative
Oneview Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Patient Engagement And Cloud SaaS Will Expand Healthcare Reach
Key Takeaways Rapid uptake of digital engagement solutions and key partnerships are expanding market reach, recurring revenue, and operational leverage, strengthening growth prospects. Innovative product launches and a successful "land and expand" model are boosting upsell opportunities, customer retention, and gross margins, supporting long-term profitability.
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AU$0.42
FV
39.8% undervalued
intrinsic discount
38.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
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New
narrative
PolyNovo
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Global Cost Pressures And Regulatory Risks Will Cripple Future Prospects
Key Takeaways Mounting cost pressures, regulatory hurdles, and supply chain risks threaten profitability and growth despite ongoing expansion and innovation efforts. Growing competition and limited diversification beyond the core platform may erode market share and lead to volatile revenue and earnings.
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AU$1.15
FV
3.5% overvalued
intrinsic discount
20.39%
Revenue growth p.a.
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0
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0
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0
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New
narrative
PolyNovo
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Aging Populations And Rising Diabetes Will Expand Advanced Wound Care
Key Takeaways Rapid product adoption, global expansion, and broadening indications position PolyNovo for strong revenue growth and leadership over established competitors. Robust innovation, deep competitive moats, and premium pricing potential underpin long-term margin expansion and generational dominance in synthetic soft tissue regeneration.
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AU$2.60
FV
54.2% undervalued
intrinsic discount
20.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
New
narrative
Ansell
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Acquisitions And New Launches Will Streamline Global Operations
Key Takeaways Strategic acquisitions and supply chain diversification are bolstering revenue growth, enhancing margins, and mitigating risk. Focus on new products and operational efficiency initiatives is driving sales growth and improving earnings and cash flow.
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AU$35.69
FV
14.3% undervalued
intrinsic discount
7.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
13 days ago
author updated this narrative
Nova Eye Medical
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
US And European Market Expansion Will Unlock New Opportunities
Key Takeaways Record sales growth in the U.S. and strategic geographic expansion are driving revenue and market share growth, especially in the Glaucoma division. Strategic opportunities in drug delivery and improved operating leverage are anticipated to enhance long-term growth and profitability.
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AU$0.37
FV
61.2% undervalued
intrinsic discount
28.32%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
13 days ago
author updated this narrative
Micro-X
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
NEX Focus Will Advance Mobile X-ray And CT Imaging
Key Takeaways Strategic focus on NEX technology and partnerships aim to boost revenue with high-margin medical imaging and baggage scanner products. U.S. government funding for CT development secures financial stability, fostering innovation and future revenue growth upon commercialization.
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AU$0.17
FV
55.9% undervalued
intrinsic discount
42.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
13 days ago
author updated this narrative
Australian Clinical Labs
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Regulatory Shifts And Inflation Will Strain Margins With Automation Gains
Key Takeaways Uncertainty in sustainable revenue recovery and exposure to government policy changes present challenges, despite long-term growth trends and innovation in high-value testing. Efficiency gains and new high-margin tests could drive margins, but labor cost pressures and competitive industry shifts may limit overall earnings growth.
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AU$3.15
FV
13.3% undervalued
intrinsic discount
5.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
13 days ago
author updated this narrative
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