Healthcare Stock Ideas

Up 38% Since October - Strata Critical Medical Q3 Earnings

Record free cash flow, a margin target hit a year early, and a number on the stock comp line I called the whole debate

Nov 13 • Healthcare Stock Ideas

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Eton Pharmaceuticals (NASDAQ: ETON) Q3 Update

Up 280% Since Initiation, $200M Run-Rate Hit Five Quarters Early, Guidance Raised Again

Nov 10 • Healthcare Stock Ideas

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The Microcap Healthcare Report | Issue #2

All the recent news across my healthcare microcap coverage, in one place

Nov 6 • Healthcare Stock Ideas

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October 2026

Electromed (NYSEAMERICAN: ELMD) Investment Thesis

A debt-free microcap with 78% gross margins lost 19% in a session after results that arrived alongside a CEO handover and a $1 million revenue line.

Oct 30 • Healthcare Stock Ideas

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Verrica (NASDAQ: VRCA): Debt Instead of Dilution

The cash problem is fixed for now. The competitor problem isn’t.

Oct 23 • Healthcare Stock Ideas

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How to Get the Most Out of Your Healthcare Stock Ideas

Everything I’ve built for this page, and where to find it.

Oct 21 • Healthcare Stock Ideas

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Strata Critical Medical (NASDAQ: SRTA)

A transplant roll-up at about 10x EBITDA, and an activist who just found the same number.

Oct 16 • Healthcare Stock Ideas

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My Highest Conviction New Ideas

Announcing the giveaway winners...

Oct 2 • Healthcare Stock Ideas and Multibagger Ideas

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September 2026

Introducing the Healthcare Research Portal

And giving away a few paid subscriptions...

Sep 18 • Healthcare Stock Ideas and Multibagger Ideas

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This Week in Healthcare - Issue #1

What happened across the Healthcare Stock Ideas coverage list, 26 August to 3 September 2026

Sep 4 • Healthcare Stock Ideas

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20% Growth. 67% Margins. EBITDA Tripled. Up 50% Since May.

This debt-free healthcare microcap just posted its best quarter in five years.

Sep 1 • Healthcare Stock Ideas

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August 2026

Sanara MedTech (NASDAQ: SMTI): Taken Out at $35 (+45.8% gain)

We initiated at $24 in January. It fell to $18 by March. MIMEDX is now buying it at $35. Closing the book on the position, and on a trade that went the…

Aug 18 • Healthcare Stock Ideas

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