Healthcare U.S. Community

Veeva runs behind-the-scenes software that drugmakers rely on for tightly controlled work, where a mistake can slow a study or paperwork needed to bring medicines to patients. With new AI tools being built right into those existing systems, the big question is whether Veeva can turn that built-in trust into a new wave of growth—without investors overpaying.Read more

A lot of the recent selling in PROCEPT BioRobotics may be more about shifting analyst opinions than real damage to the business, as management pushes back on a widely cited growth concern. If upcoming results confirm procedure demand, the recent slide could reverse quickly—and the company’s new reporting approach may be masking how healthy usage really is.Read more

A healthcare device maker looks like a steady long-term add for someone trying to spread risk beyond big drug companies, helped by a recent buyout that broadens its brain-related tech offerings. The appeal is slow-and-steady growth and a long history of raising its payout, though the outlook isn’t flashy and some experts sound cautious.Read more

Doximity already reaches a huge share of working doctors, and that kind of trusted, daily-use audience could unlock more ways to earn money over time. Its newer doctor-focused AI tools feel surprisingly strong, but the big question is whether those tools matter as more doctors work for large employers instead of running their own practices.Read more

BrightSpring’s growth story may look like home health at first glance, but the real engine is its specialty and long-term care pharmacy business, where patients rarely switch providers once treatment starts. As the company finishes cleanup work from past restructuring, improving efficiency and lower debt could change how the market views the business.Read more

The Hook: A Massive Valuation Disconnect While the market has pinned NexGel (NXGL) to its 52-week lows near $0.58 , the underlying business has just undergone a fundamental "rebirth." According to Simply Wall St’s intrinsic value model, the stock is currently 86.5% undervalued , with a fair value estimate of $4.30. This creates a rare setup where the market cap ($5M) is significantly lower than the company's projected annual revenue.Read more

In a nutshell: Hims & Hers has invested heavily and benefits are starting to show through growth and expansion. Investing continues with steps taken with a clear long term goal on the background, to be a front door for customers, the delivery channel, the platform and ecosystem.Read more

$BLCO & $COO. The Silence After the AGM: A Retail Investor’s Timeline, Findings, and Opinion on an Unprecedented Governance Failure By a Retail Investor and Portfolio Manager (Opinion) --- I.Read more

Lucid Diagnostics' EsoGuard is a novel screening tool for esophageal cancer. It is relatively non-invasive and may become widely accepted soon.Read more