Core Insights - Riverwater Partners' Small Cap Strategy reported solid results for Q3 2025 but lagged behind the benchmark due to the market's preference for lower-quality companies [1] - The strategy focuses on higher-quality companies with strong fundamentals and a clear path to profitability, positioning itself well in a challenging market [1] Company Performance - Haemonetics Corporation (NYSE:HAE) had a one-month return of 8.06% but experienced a 2.03% decline over the last 52 weeks, closing at $80.40 per share with a market capitalization of $3.873 billion [2] - The company faced challenges due to softer-than-expected demand in certain product lines, leading to a decision to exit the position in Q3 2025 to redeploy capital into opportunities with clearer near-term catalysts [3] Revenue and Market Position - In Q2 of fiscal 2026, Haemonetics reported revenue of $327 million, reflecting a 5% decline [4] - Despite its potential, Haemonetics is not among the most popular stocks among hedge funds, with 36 hedge fund portfolios holding its shares at the end of Q3, up from 29 in the previous quarter [4]

MediBeacon® TGFRTM System is a first-in-kind product for point of care kidney function assessmentCenters of Excellence commercialization in select academic medical centers begins in early 2026 NEW YORK, Dec. 16, 2025 (GLOBE NEWSWIRE) -- INNOVATE Corp. (NYSE: VATE) (“INNOVATE” or the “Company”) announced today that MediBeacon Inc. (“MediBeacon”), a medical technology company specializing in the advancement of fluorescent tracer agents and their transdermal detection, in which INNOVATE owns a 44.7% equity int ...

Novanta is a leading global supplier of core technology solutions that give medical and advanced industrial original equipment manufacturers a competitive advantage. We combine deep proprietary technology expertise and competencies in precision medicine and manufacturing, medical solutions, and robotics and automation with a proven ability to solve complex technical challenges. This enables Novanta to engineer core components and sub-systems that deliver extreme precision and performance, tailored to our cu ...

Wasatch Global Investors, an asset management company, released its third-quarter 2025 “Wasatch Small Cap Growth Strategy” investor letter. A copy of the letter can be downloaded here. US small-cap equities rallied strongly in the third quarter. The Fed Reserve’s interest rate cut supported the rally. However, the fund-Investor Class struggled to keep up with the rally and ended the period down -3.17% vs. 12.19% gain for the Russell 2000 Growth Index. In addition, please check the fund’s top five holdings t ...

Collaboration Overview - Lunit has announced a collaboration with Daiichi Sankyo to enhance biomarker discovery and optimize translational research using Lunit SCOPE digital pathology products across two oncology programs [1][2][3] Technology and Applications - Daiichi Sankyo will utilize Lunit SCOPE solutions, including SCOPE uIHC for quantitative IHC analysis and SCOPE IO for immune phenotyping and spatial analysis, to identify novel biomarkers and improve clinical trial support [2][3] - Lunit SCOPE aims to extract insights from pathology slides, quantifying tumor microenvironments and predicting molecular profiles to inform trial design [3] Research and Development Impact - The collaboration will involve exploratory research projects across multiple cancer types, potentially influencing future trial designs, biomarker strategies, and clinical development plans [3] Company Background - Lunit, founded in 2013, is a leader in AI for cancer diagnostics, offering solutions that enhance early detection and treatment decisions across the cancer care continuum [4][5] - The company’s Lunit SCOPE platform is utilized in research partnerships for biomarker research and companion diagnostic development [5][6] Global Reach - Lunit's solutions are trusted by over 10,000 sites in more than 65 countries, combining medical expertise with evolving datasets to impact patients, clinicians, and researchers [6]

Core Insights - The U.S. FDA has granted 510(k) clearance to 3D Systems, expanding the VSP® Orthopedics platform to include skeletally mature adolescents, enhancing its market reach [1][3]. Regulatory Impact - The regulatory clearance eliminates the need for case-by-case compassionate-use approvals and hospital IRB reviews, streamlining workflows and converting off-label usage into standard, reimbursable procedures [6]. - This decision opens the U.S. adolescent bone sarcoma and deformity market to 3D Systems' platform, addressing a previously underserved patient population [3][6]. Market Opportunity - There are over 1,200 new annual U.S. cases of osteosarcoma and Ewing sarcoma in patients under 20, along with an additional 2,600 primary bone cancer cases in young adults aged 20-39 [6]. - The platform also targets thousands of complex lower-limb osteotomies and reconstructive procedures annually for congenital, developmental, and trauma-related deformities in adolescents [6]. Financial Model - The VSP Orthopedics cases generate service fees for virtual planning, combined with revenue from patient-specific 3D-printed anatomic models and single-use surgical guides, contributing to strong double-digit annual growth rates and high gross margins in the Med Tech business [6]. Competitive Advantage - 3D Systems is the only provider with FDA-cleared VSP solutions across craniomaxillofacial and orthopedic applications, with over 400,000 total patient-matched cases and devices delivered to date [6]. Reimbursement Landscape - Procedures are covered under existing DRG/CPT codes for tumor resection, osteotomy, and reconstruction, requiring no changes [6].

Core Insights - Investment strategist Shay Boloor has identified ten sub-$10 billion market-cap companies poised to benefit from long-term trends leading into 2026, focusing on essential platforms and hard infrastructure rather than short-term narratives [1][19] Company Summaries - **Ondas Holdings (NASDAQ: ONDS)**: Developing a wireless connectivity layer for industrial and autonomous drones, with strong revenue growth momentum and a year-to-date stock increase of over 230% [2][3] - **Cipher Mining (NASDAQ: CIFR)**: Transitioning to a digital infrastructure owner with large-scale power and data-center assets, stock up over 250% year to date [6] - **Jumia Technologies (NYSE: JMIA)**: Refining its e-commerce and logistics model in Africa, with improved order volumes and a stock gain of about 215% [7] - **DigitalOcean Holdings (NYSE: DOCN)**: Regaining investor confidence with strong earnings and positioning as an AI inference cloud, stock up 40% year to date [8] - **IREN Limited (NASDAQ: IREN)**: Expanding compute capacity with record profitability and a nearly 285% stock increase [9] - **ClearPoint Neuro (NASDAQ: CLPT)**: Advancing image-guided navigation platforms for neurosurgeons, with a stock decrease of 18% year to date [10] - **Eos Energy Enterprises (NASDAQ: EOSE)**: Developing zinc-based energy storage systems for high-load environments, stock up 170% year to date [11] - **Navitas Semiconductor (NASDAQ: NVTS)**: Supplies gallium nitride power chips for AI data centers, stock up 145% year to date despite near-term pressures [14] - **Viking Therapeutics (NASDAQ: VKTX)**: Developing GLP-1 therapies for obesity and diabetes, with a stock decrease of about 10% [16] - **TransMedics Group (NASDAQ: TMDX)**: Scaling its organ care system with a focus on logistics, stock up about 90% [18]

Core Viewpoint - The healthcare sector is anticipated to potentially rebound in 2026, with several attractive stocks identified for investment, including AbbVie, Eli Lilly, and Intuitive Surgical. AbbVie - AbbVie is recognized as a reliable dividend payer, boasting 54 consecutive payout increases, qualifying it as a Dividend King [3] - The company reported third-quarter revenue of $15.8 billion, reflecting a 9% increase year-over-year [4] - AbbVie's product portfolio includes key drugs such as Vraylar, Botox Therapeutics, Qulipta, Skyrizi, and Rinvoq, which are expected to drive future growth [6][8] - Skyrizi is projected to become the second best-selling drug globally by 2030, with estimated sales of $26.6 billion [7] Eli Lilly - Eli Lilly's third-quarter revenue reached $17.6 billion, marking a significant 54% year-over-year growth [9] - The company is leveraging tirzepatide, marketed as Zepbound and Mounjaro, to sustain its growth trajectory, alongside promising pipeline candidates like orforglipron [10] - Eli Lilly is diversifying its portfolio, with recent launches in oncology, including Jaypirca for mantle cell lymphoma and Inluriyo for breast cancer [13] - The company's strategic investments in artificial intelligence and other therapeutic areas position it favorably for future growth [14] Intuitive Surgical - Intuitive Surgical faces challenges from tariffs and increased competition, particularly from Medtronic's Hugo system [15] - Despite these challenges, the company maintains a strong economic moat with 10,763 da Vinci systems installed, which creates high switching costs for customers [16] - The da Vinci system has over two decades of clinical evidence supporting its effectiveness, allowing Intuitive Surgical to command significant pricing power [18] - The company is expected to benefit from label expansions and increased procedure volumes, which will enhance revenue and margins over time [19]

Core Insights - Roper Technologies, Inc. (ROP) is experiencing strong momentum in its Technology Enabled Products segment, primarily driven by robust demand in medical products businesses, with organic revenues increasing by 6% year-over-year in Q3 2025 [1][8] - The company anticipates a total revenue growth of approximately 12.9% in 2025, with organic revenues expected to rise around 6% year-over-year [3][8] Segment Performance - The Verathon business is performing solidly, supported by strong demand for single-use BFlex and GlideScope offerings, which is beneficial for the segment [2] - Healthy demand for precision measurement solutions in cardiac, neurology, and orthopedic sectors is aiding the NDI business, with expectations of low-single-digit organic revenue growth for the segment in Q4 2025 [2] - The Application Software segment is being driven by the growing popularity of products across Deltek, Vertafore, PowerPlan, and Aderant businesses [3] Peer Comparison - Agilent Technologies, Inc. (A) has significant exposure to the healthcare industry, with strengths in liquid chromatography systems and components, which are favorable for long-term prospects [4] - Honeywell International Inc. (HON) is facing challenges in its Industrial Automation segment, with a 9% year-over-year sales decline in Q3 2025 due to softness in productivity solutions and services [5] Valuation and Estimates - ROP shares have decreased by 11.8% over the past three months, contrasting with the industry's growth of 0.8% [6] - The company is trading at a forward price-to-earnings ratio of 20.90X, below the industry average of 25.31X, and carries a Value Score of C [9] - The Zacks Consensus Estimate for ROP's earnings for 2025 and 2026 has declined over the past 60 days, indicating a downward trend in earnings expectations [11]

New care delivery model to provide advanced cardiac imaging to remote and Indigenous communities in British Columbia, across Canada, and worldwide.Toronto, Ontario – TheNewswire - December 12, 2025 - Ventripoint Diagnostics Ltd. ("Ventripoint", “VPT” or the "Company"), (TSXV:VPT; OTC:VPTDF) a leader in AI-enhanced cardiac imaging solutions, is proud to announce a transformative partnership with Nisg̱a’a Valley Health Authority (NVHA) that is the next step towards forming a groundbreaking new model for deli ...