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CeriBell, Inc. (CBLL) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Seeking Alpha· 2026-01-12 23:46
Core Insights - CeriBell has developed a neuromonitoring platform that simplifies EEG acquisition, allowing nurses to set up in minutes instead of waiting for specialized technicians [1] - The company focuses on seizure detection in acute care settings, with a significant market opportunity in the U.S. estimated at over $2 billion [2] - CeriBell projects a revenue of $87 million to $89 million for the current year, reflecting a 34% year-over-year growth with an 88% gross margin [2] - The total addressable market (TAM) for CeriBell is expected to grow from $2 billion to $3.5 billion by 2025, driven by expansion into pediatric and neonate populations and gaining FDA clearance for delirium detection [2] Company Overview - CeriBell's platform includes an AI-powered algorithm named Clarity, which detects various neurological disorders [1] - The company has made significant progress in expanding its market presence and product offerings [2] Market Opportunity - The focus on seizure detection in acute care settings highlights the prevalence of seizures and the need for efficient monitoring solutions [3]