Company Performance - ClearPoint Neuro (NASDAQ: CLPT) reported solid second quarter results, with expansion in all segments [1] - Some investors may find the results disappointing due to modest system placements and ongoing losses, but this is not seen as particularly concerning [1] Investment Strategy - Narweena, an asset manager led by Richard Durant, focuses on identifying market dislocations caused by poor long-term business prospects [1] - The firm aims for excess risk-adjusted returns by targeting businesses with secular growth opportunities in markets with barriers to entry [1] - Narweena's research emphasizes company and industry fundamentals to uncover unique insights, with a high risk appetite and long-term investment horizon [1] Market Trends - An aging population with low growth and stagnating productivity is expected to create new investment opportunities, differing from past trends [1] - Many industries may face stagnation or secular decline, which could paradoxically enhance business performance due to reduced competition [1] - The economy is increasingly dominated by asset-light businesses, leading to a declining need for infrastructure investments over time [1] - A large pool of capital is pursuing a limited set of investment opportunities, resulting in rising asset prices and compressed risk premia [1]

Financial Performance - ClearPoint Neuro reported a quarterly loss of $0.21 per share, slightly worse than the Zacks Consensus Estimate of a loss of $0.20, and compared to a loss of $0.16 per share a year ago, indicating a negative earnings surprise of -5.00% [1] - The company posted revenues of $9.22 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 3%, but showing an increase from $7.86 million in the same quarter last year [2] - ClearPoint Neuro has not surpassed consensus EPS estimates over the last four quarters, and has topped consensus revenue estimates only twice during that period [2] Stock Performance - ClearPoint Neuro shares have declined approximately 31.1% since the beginning of the year, contrasting with the S&P 500's gain of 8.4% [3] - The current Zacks Rank for ClearPoint Neuro is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.17 on revenues of $10.2 million, and for the current fiscal year, it is -$0.76 on revenues of $39.4 million [7] - The outlook for the Medical - Instruments industry, where ClearPoint Neuro operates, is currently in the bottom 41% of over 250 Zacks industries, which may impact the stock's performance [8]

Clearpoint Neuro (CLPT) Q2 2025 Earnings Call August 12, 2025 04:30 PM ET Speaker0Greetings, and welcome to the ClearPoint Neuro, Inc. Second Quarter twenty twenty five Financial Results Conference Call. As a reminder, this conference is being recorded. Comments made on this call may include statements that are forward looking within the meaning of securities laws. These forward looking statements may include, without limitation, statements related to anticipated industry trends, the company's plans, prospe ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) þ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 Or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_____to _____ Commission file number: 001-34822 ClearPoint Neuro, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 58-2394628 (State or Othe ...

Second Quarter Highlights "The team has continued to deliver strong results here in the second quarter, both financially and strategically," commented Joe Burnett, President and CEO at ClearPoint Neuro. "From a financial perspective we achieved record revenue, benefiting from sales contributions across all four of our growth pillars. Strategically, we were able to achieve key milestones that give us confidence that we will see continued growth across our entire portfolio. This is an exciting phase for the c ...

WHEN YOUR PATH IS UNCLEAR, WE POINT THE WAY. Nasdaq: CLPT August 2025 DISCLAIMER T h is p r e se n t at io n an d d is c u ssi o n co n t a in fo r w a rd -l o o k i n g s t at em e n ts w i t h in t h e c o n t ex t o f t h e f ed e r al s ec u r i ti e s la w s, i n c lu d i n g t h e C o m p a n y ' s e x p ec t at i o n f o r r e v e n u es , gr o s s m ar g in , t h e a d eq u ac y o f c as h a n d c as h e q u iv al en t b al an c e s t o su p p o r t o p e r at i o n s an d m e et fu t u r e o b l ig ...

Group 1 - ClearPoint Neuro's stock has faced pressure due to soft first-quarter results and additional capital raising, but strong consumables growth indicates underlying business progress [1] - System placements are highlighted as a positive aspect of ClearPoint's business performance [1] - Narweena, an asset manager, focuses on identifying market dislocations and believes in achieving excess risk-adjusted returns through secular growth opportunities in markets with barriers to entry [1] Group 2 - Narweena's research emphasizes company and industry fundamentals to uncover unique insights, with a high risk appetite and long-term investment horizon [1] - The aging population, low population growth, and stagnating productivity growth are expected to create new investment opportunities, differing from past trends [1] - Many industries may experience stagnation or secular decline, potentially improving business performance due to decreased competition [1] Group 3 - The economy is increasingly dominated by asset-light businesses, leading to a declining need for infrastructure investments over time [1] - A large pool of capital is pursuing a limited set of investment opportunities, resulting in rising asset prices and compressed risk premia [1] - Richard Durant, the leader of Narweena, has a strong educational background in engineering, finance, and an MBA, along with passing the CFA exams [1]

WHEN YOUR PATH IS UNCLEAR, WE POINT THE WAY. Nasdaq: CLPT May 2025 DISCLAIMER This presentation and discussion contain forward -looking statements within the context of the federal securities laws, including the Company's expectation for revenues, gross margin, the adequacy of cash and cash equivalent balances to support operations and meet future obligations, the future market of its products and services, and other performance and results. These forward -looking statements are based on management's curren ...

Industry Overview - The medical instruments industry is experiencing a transformative phase driven by the rapid adoption of generative artificial intelligence (genAI) and digital therapeutics, which are expected to significantly impact the healthcare sector [1] - Since early 2023, there has been mass adoption of AI and the Internet of Medical Things in digital healthcare options across hospitals and healthcare settings [1] Generative AI Impact - GenAI is demonstrating its capabilities in various healthcare fields, including administrative tasks, technological discovery, and clinical trials, by analyzing complex genetic and molecular data [2] - The technology is anticipated to enhance predictive treatment options and smart hospital systems [2] Investment Opportunities - It is advisable to invest in stocks from the Zacks-defined Medical Instrument industry that have a favorable Zacks Rank, with five selected stocks showing double-digit returns amid market volatility [3][4] Selected Stocks - **DexCom Inc. (DXCM)**: Benefiting from strong performance in the Sensor segment, with expected revenue and earnings growth rates of 14.3% and 23.2% respectively for the current year [7][8] - **IDEXX Laboratories Inc. (IDXX)**: Demonstrating robust strategic execution with expected revenue and earnings growth rates of 5.8% and 14% respectively for the current year [9][11] - **NeuroPace Inc. (NPCE)**: Focused on developing a brain-responsive neuromodulation system for treating drug-resistant focal epilepsy, with expected revenue and earnings growth rates of 18.1% and 15.1% respectively for the current year [12][13] - **Fresenius Medical Care AG (FMS)**: Benefiting from strong organic growth and operational improvements, with expected revenue and earnings growth rates of 1.6% and 28.3% respectively for the current year [14][15] - **ClearPoint Neuro Inc. (CLPT)**: Specializing in minimally invasive surgical procedures in the brain, with expected revenue and earnings growth rates of 24.1% and 11.4% respectively for the current year [16][17]

分组1 - ClearPoint Neuro, Inc. reported a quarterly loss of $0.22 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.15, representing an earnings surprise of -46.67% [1] - The company posted revenues of $8.49 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 2.85%, and showing an increase from $7.64 million in the same quarter last year [2] - ClearPoint Neuro has surpassed consensus revenue estimates three times over the last four quarters, while it has only surpassed consensus EPS estimates once in the same period [2] 分组2 - The stock has underperformed the market, losing about 11.3% since the beginning of the year compared to the S&P 500's decline of -0.6% [3] - The current consensus EPS estimate for the coming quarter is -$0.16 on revenues of $9.2 million, and for the current fiscal year, it is -$0.62 on revenues of $38.95 million [7] - The Medical - Instruments industry, to which ClearPoint Neuro belongs, is currently ranked in the top 31% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]