Healthcare U.S. Community
Our community narratives are driven by numbers and valuation.
Healthcare U.S. Investing Ideas
A buy recommendation
In a nut shell, I saw Butterfly Network as a medical break through and bought a few hundred shares at a $1.55/shr. and the following news confirmed my reasoning of buying; On November 17, 2025, Butterfly Network’s subsidiary signed a five-year co-development and licensing agreement with Midjourney for exclusive access to its semiconductor-based ultrasound technology, securing a US$15 million upfront payment, US$10 million annual license fees, and further milestone and revenue-sharing potential.Read more
LifeMD is a diamond in the making
Telehealth is the future of healthcare in america and around the world. Most people don’t want to wait hours in the hospital or even weeks for an appointment.Read more
Intervalo de avaliação de $2,06 a $3,80. Insiders compraram recentemente a $2,86
No modelo DCF a avaliação atual varia entre $2,06 com WACC 9,31% com taxa terminal de 2% (conservadora) O modelo de avaliação por comparação com os pares aponta para $2,29 O modelo Simply Wall Street com as mesmas premissas que utilizado no moderno DCF: WACC= 9,31% avalia a ação em $3,80 O PEG fwd aponta para PE =69X para 2025 e taxa crescimento EPS a médio prazo de 40% está um pouco sobrevalorida PEG=1,74. Para PEG=1 a ação estaria a cotar no 2,80 o que coincide com a cotação atual.Read more
Quality at a Premium. A time to watch, not to buy?
Key Takeaways Consistent revenue growth, strong profitability, and a pristine balance sheet position Addus for sustained disciplined acquisitive growth and improved operational efficiency. The company's business model is resilient and defensive against cyclical downturns, making it a safe haven in times of economic uncertainty.Read more
NHC Analysis: Quality at a Good Price. A Golden Opportunity?
Key Takeaways A highly diversified business model and a pristine balance sheet position National HealthCare Corporation for sustained, profitable growth. The company's current low valuation is a result of a short-term drop in net income, which we believe is temporary and creates a compelling investment opportunity.Read more
Medtronic Stock: A Compelling Buy for Value and Income Investors as Robotics, Innovation Catalysts Ignite Upside to $105+
Strengths and Competitive Advantages: Diverse Product Portfolio: Medtronic operates across four key segments—Cardiovascular, Medical-Surgical, Neuroscience, and Diabetes—providing revenue stability and reducing dependency on any single product line. This diversification surpasses more specialized competitors like Boston Scientific (focused on cardiovascular) or Intuitive Surgical (robotics).Read more
The Future of Drug Testing? Fingerprint Tech Shows Serious Promise
Key Takeaways Intelligent Bio Solutions has a new way to test for drugs using fingerprints: it’s quick, portable, and doesn’t require pee cups or saliva swabs. With commercial traction in 24 countries and over 450 active accounts, INBS is now targeting the U.S. market, where over 55 million drug tests are performed annually.Read more
Hims: The Platform Powering Personalised Healthcare
Summary Platform Play, Not a Pill Company: Hims is building the infrastructure for personalised, direct-to-consumer healthcare across diagnostics, treatment, and prevention, similar to what Amazon did for retail and Spotify for music. Strong Fundamentals with Operating Leverage: The company is growing fast, generating free cash flow, and scaling efficiently, with rising margins, high retention, and zero debt.Read more
From Battle Field to Robotic Surgery
Intuitive Surgical (ISRG) is a pioneer in robotic-assisted surgery, revolutionizing the medical field with its da Vinci surgical system. Founded in 1995, the company has continuously innovated, making minimally invasive surgery more precise and efficient.Read more
