Medical Devices

iRhythm Stock is Showing Signs of Life

We recently wrote about the disappointing results and less-than-inspiring strategy to turn the ship around at Butterfly Network (BFLY). The medical device company has developed a game-changing handheld ultrasound probe powered by artificial intelligence, but is struggling mightily to hit high-growth revenue targets while bleeding money like a high-growth tech stock. In our last article, […]

Butterfly Network Hardware Sales Disappoint

There will come a time when we leave our bitterness behind over the deluge of special purpose acquisition companies (SPACs) that flooded the public markets, mostly over a manic two-year period. Someday we’ll stop wondering what might have been if interesting companies like Rocket Lab (RKLB) and Desktop Metal (DM) had resisted the siren song […]

908 Devices Stock: Pure Play in Mini Mass Spectrometers

Butterfly Network (BFLY) is a company that we’ve liked ever since first writing about its handheld ultrasound device more than six years ago while reviewing some of the top AI startups in healthcare. While the technology is complicated, the concept is pretty simple: Shrink the capabilities of an ultrasound machine down to the size of […]

Dexcom Stock: How Much Growth is Left?

“I never realized that I loved hiking,” says a moderately attractive woman named Abby who breaks into tears over the thought of her newly found hobby. This woman has clearly never encountered a tick in her life, but if she did, the tick probably wouldn’t find her blood to be that tasty. You see, Nancy […]

Butterfly Network Stock: On Sale Now At a 40% Discount

“Wait for the dust to settle. If shares start to approach the $10 mark, then you’ll be paying what the smart money paid.” That’s what we said about Butterfly Network (BFLY) back in November 2020 when they decided to go public using a special purpose acquisition company (SPAC). Seems like the smart money overpaid as […]

AI Healthcare Company Offers Software as a Medical Device

It’s probably no surprise that money is pouring into life sciences and healthcare startups during the biggest medical crisis in a century. CB Insights reported that global healthcare funding hit a new record $31.6 billion in this first quarter of 2021. It’s also no shock that the two biggest trends – artificial intelligence and telehealth […]

Is iRhythm Stock a Buy at Today’s Prices?

For quality tech stocks that have traction, the original thesis doesn’t change much over time. Sometimes, a good company will have a bad quarter, and the stock price will drop -30%, presenting a possible buying opportunity. That’s how we ended up holding shares of Alteryx and Splunk, two purchases that were quite hypocritical considering how […]

8 Companies Developing Bioelectronic Devices

As the years go by, technology keeps catching up with science fiction. We’ve come a long way from the rehashed tale of Frankenstein’s monster being brought to life using 19th-century sewing techniques and a spark of electricity. Nowadays, Hollywood just crams sci-fi movies, sequels, trilogies, and even tetralogies down our throats as fast as they […]

NovaSignal Uses Robotics, AI for Ultrasound Brain Imaging

We’re gobsmacked by the sheer number of special-purpose acquisition companies (SPACs) launching, given that most of these SPACs offer little value to the retail investor. One of the exceptions (if not for the premium stock price) is the recent IPO by Butterfly Network (BFLY), which is disrupting the ultrasound industry with a portable medical device […]

Eko Devices: AI-Enhanced Digital Stethoscopes

So much in medical science is yet unknown. For example, if you think your brain is what makes you “you,” think again. A documentary called Transplanting Memories proposes some controversial theories about how it’s not just the brain paying attention. While the prevalence is small at 5%, there are a number of interesting cases where […]