Anp🅰️nman
AST SpaceMobile Research
Strata Critical Medical can disrupt TransMedics' vertically integrated transplant model as a lower-cost, device-agnostic alternative. Instead of beating TransMedics' OCS technology, it can unbundle the workflow, from NRP and recovery to clinical services and logistics, at far lower cost. As more perfusion technologies arrive, that position gains value and could pressure TransMedics' pricing and control. Early clinical share gains suggest the model is working, making the upside asymmetric. x.com
Strata Critical Medical is a reclassification story, having turned from Blade's helicopters and eVTOL optionality into a pure-play organ transplant logistics and clinical services platform. Everyone knows the TransMedics story, but Strata is the more interesting setup from here. x.com
Heavy CEO buying in these healthcare stocks, with charts showing bottoming, suggests many could be multi-baggers in the medium term. Kura Oncology's CEO bought $2.35M at 52-week highs as its menin inhibitor took most new patient starts; Prenetics' CEO bought three times in a week; PROCEPT's new CEO and Boston Scientific's CEO, with $9M, bought after big declines; Mesa Labs' CEO made his first-ever buy; ProQR's CEO more than tripled his stake; Tiziana's CEO bought 1.4% of its market cap. x.com … Show more
Zeta Global's 74% institutional ownership of 181 million shares signals deliberate conviction from big money, which does not allocate at that level by accident. The payoff lies in patience: as Charlie Munger said, the big money is in the waiting. x.com