Gogo(US:GOGO) Seeking Alphaยท2025-10-06 12:00Investment Opportunities Summary Healthcare - Capricor Therapeutics (CAPR) is highlighted for its potential upside due to the catalyst of deramiocel for DMD cardiomyopathy, with a BLA resubmission and HOPE-3 topline data expected by 2026. The company is positioned for significant growth if key milestones are achieved, benefiting from premium pricing potential, orphan market exclusivity, and the StealthX platform [4]. Financials - Barings BDC (BBDC) is noted for trading at a 15% discount and offering a cash yield of 11%, fully covered by net investment income. Its loans are primarily 1st lien, senior secured, and originated by the Barings/MassMutual credit platform, which has a strong track record [5]. - Oscar Health (OSCR) is expected to rebound strongly in 2026, driven by significant premium rate increases and improved pricing discipline. The company presents an attractive risk/reward profile due to its low valuation, strong revenue growth, and founder-led governance [5]. Communications - Gogo Inc. (GOGO) is suggested to be on the verge of a business turnaround, although specific details on the anticipated changes were not provided in the summary [6].