Core Insights - The company reported a 25% year-over-year revenue increase, reaching $2,676,074 for the year ended December 31, 2025, compared to $2,131,926 in 2024 [2] - Gross profit for 2025 was $1,795,182, reflecting over 32% growth year-over-year, with gross profit margin expanding from approximately 64% in 2024 to about 67% in 2025 [2][3] - The company successfully eliminated nearly all convertible debt, reducing it from approximately $2.0 million to about $20,000, which significantly strengthened its balance sheet [3] - Annual interest expense is expected to decline by over $200,000, enhancing cash flow and allowing for reinvestment in product development and platform expansion [4] - The company is experiencing growing momentum in its Integrated Service Program (ISP) client base, with early results from the Q-Cog pilot program indicating promising reimbursement activity [6] - Q-Cog is designed to meet CMS screening guidelines and supports cognitive and behavioral health screening, addressing a significant unmet need in primary care [7] - The combination of accelerating revenue growth, expanding margins, and a de-risked balance sheet positions the company well for continued progress in 2026 [8]

Core Viewpoint - Pulsenmore (PLSM) is set to begin trading on Nasdaq on January 21, marking a significant milestone for the company as it expands its market presence in the U.S. [1] Company Overview - Pulsenmore is a digital health company focused on developing home-use ultrasound and telehealth technology [1] - The company's technology enables physician-supervised prenatal monitoring outside traditional clinical settings, indicating a shift towards more accessible healthcare solutions [1] Market Information - Shares will trade under the ticker symbol "PLSM" on both the Nasdaq Capital Market and the Tel Aviv Stock Exchange, highlighting the company's dual listing strategy [1]

Core Viewpoint - Rocket Doctor AI Inc. has successfully closed a non-brokered private placement, raising approximately C$5,200,000 through the issuance of 7,428,571 units at C$0.70 per unit, which will support the company's growth strategy, particularly in the U.S. market [1][2]. Group 1: Offering Details - The offering consisted of units, each comprising one common share and one warrant, with warrants exercisable at C$0.85 until January 22, 2027 [2]. - The offering was completed under the listed issuer financing exemption, meaning the securities are not subject to a hold period under Canadian securities laws [3]. - The company paid a cash commission of C$198,800 to finders and issued 284,000 non-transferrable warrants, also exercisable at C$0.85 until January 22, 2027 [4]. Group 2: Use of Proceeds - The net proceeds from the offering will be allocated towards digital marketing, customer acquisition, operating and administrative expenses, research and development, and general working capital [5]. Group 3: Company Overview - Rocket Doctor AI Inc. provides AI-powered healthcare solutions aimed at improving access to quality healthcare throughout the patient journey, leveraging a clinically validated decision support system [7]. - The company has empowered over 300 MDs to manage more than 700,000 patient visits, enhancing efficiency and expanding patient access to care [8]. - The technology aims to reduce administrative burdens and improve physician-patient interactions, particularly targeting underserved communities in Canada and supporting patients on Medicaid and Medicare in the U.S. [9][10].

Core Insights - Tempus AI, Inc. has achieved significant milestones, including a Total Contract Value exceeding $1.1 billion and data agreements with over 70 pharmaceutical customers [1][9] - The company reported positive adjusted EBITDA of $1.5 million in Q3 2025, marking a year-over-year improvement of $23.3 million [2][9] - Tempus has participated in nearly 1,500 research projects over the past decade, leveraging its AI-powered platform to support both clinical and therapeutic research [3][9] Company Performance - Tempus' shares have increased by 39.8% over the past year, significantly outperforming the industry, which saw a decline of 7.8% [8] - The S&P 500 composite index improved by 17.2% during the same period [8] Financial Metrics - Tempus currently trades at a forward Price-to-Sales (P/S) ratio of 7.93, compared to the industry average of 5.77 [10] - The loss per share estimate for 2025 has remained unchanged over the past 30 days, with estimates at -0.64 [11][12]

Core Insights - DarioHealth Corp. has surpassed 100 scientific studies, establishing itself as a trusted partner for organizations aiming to reduce costs and improve health outcomes in digital health delivery [1][2][3] Group 1: Research and Validation - The milestone of 100 studies places Dario among the top digital health vendors in terms of the volume and depth of scientifically reviewed evidence, which is increasingly demanded by self-insured employers and health plans [2][3] - Dario's research includes a significant number of independent, third-party investigator-initiated studies, showcasing a mature evidence base in digital health [3][8] - The studies feature large populations, longitudinal designs, and independent validations, demonstrating actual claims reduction and measurable health improvements rather than modeled results [8] Group 2: Value Proposition - Dario's user-centric platform offers continuous and customized care, promoting sustainable behavior change and exceptional user satisfaction [5][6] - The company’s approach disrupts traditional episodic healthcare, empowering individuals to manage chronic conditions effectively [4][5] - As healthcare purchasers shift towards value-based decision-making, Dario's expanding portfolio of peer-reviewed publications reinforces its role as an outcomes-driven partner capable of delivering measurable impact [3][4]

Core Insights - Brand Engagement Network, Inc. (BEN) has finalized a strategic partnership with Valio Technologies to create an exclusive AI licensing framework for government and commercial markets across Africa [1][2] - The partnership includes a memorandum of understanding with Nelson Mandela University to pilot an AI-powered mental health support initiative for students [5][6] Company Overview - BEN specializes in secure, governed conversational AI solutions tailored for regulated industries, utilizing proprietary technologies like Engagement Language Model (ELM™) and Retrieval-Augmented Generation (RAG) [4][11] - Valio Technologies focuses on deploying enterprise-grade AI and digital platforms in developing markets, and is the creator of eYakho Health, a digital health platform aimed at connecting healthcare services across Africa [9][12] Partnership Details - The partnership involves a $2.050 million preferred equity contribution from a newly formed South Africa-based entity to BEN, which will be recognized as intellectual property licensing revenue [8] - BEN will receive 25% common equity ownership in the new entity, along with a board seat and a 35% revenue share across various offerings [8] Market Context - The initiative addresses alarming mental health challenges among university students, with anxiety disorders affecting up to 37.1% of South African students and 64.7% experiencing perceived stress [6] - The partnership reflects a growing demand for compliant, sovereignty-aligned AI solutions across various sectors, including healthcare, financial services, and education [10]

Market Overview - U.S. equities showed resilient but volatile performance in Q4, with major indexes near all-time highs while market conditions shifted significantly beneath the surface [2] - The S&P 500 Index returned 2.7% during the quarter, while the Russell Midcap Growth Index declined 3.7%, indicating increased selectivity among investors [3] Performance Analysis - The ClearBridge Growth Strategy outperformed its benchmark for the third consecutive quarter, benefiting from early-quarter momentum in AI-related sectors and strong downside protection as risk appetite moderated [4] - The Strategy delivered a strong year, outperforming its benchmark by nearly 600 basis points (gross of fees), highlighting the importance of stock selection in a market where much of the upside is already priced in [6] Sector Contributions - Positive contributions came from the consumer discretionary and materials sectors, while the consumer staples and information technology sectors detracted from performance [20] - Notable contributors included Vertex Pharmaceuticals, Broadcom, Freeport-McMoRan, and TE Connectivity, while detractors included e.l.f. Beauty and Doximity [22] Portfolio Positioning - The Strategy reallocated capital towards opportunities with more attractive risk-reward profiles, including new positions in Vistra, Alnylam Pharmaceuticals, and Hilton [14] - The portfolio is more diversified across sectors and subsectors, improving resilience while maintaining the ability to capture long-term upside [7] Outlook - The outlook remains consistent with earlier assessments, emphasizing the importance of disciplined stock selection and a balanced approach to portfolio construction amid increased volatility [17] - AI continues to represent a long-term opportunity, with a focus on maintaining exposure within the AI complex while balancing offensive and defensive characteristics in the portfolio [18]

Core Insights - Hims & Hers Health, Inc. (HIMS) has developed a scalable, software-driven platform that enhances its capabilities as usage increases, connecting consumers, licensed providers, fulfillment, and diagnostics into a unified system [1][7] - The company is expanding its service offerings, including weight loss and menopause care, through a digital workflow that integrates at-home testing and provider support, positioning data as central to proactive health management [2][7] - Hims & Hers is investing in AI and data infrastructure to strengthen its platform while pursuing international expansion, indicating a growth strategy focused on technology rather than physical presence [3][7] Financial Performance - Hims & Hers shares have increased by 12.7% over the past year, contrasting with a 2.7% decline in the industry [6] - The Zacks Consensus Estimate predicts a 77.8% increase in earnings per share for HIMS in 2025 compared to 2024 [8] - HIMS has a forward 12-month price-to-sales ratio of 2.6X, which is lower than the industry average of 4.7X and its three-year median of 2.7X [10] Earnings Estimates - The current quarter's earnings estimate for HIMS is $0.04, with projections of $0.14 for the next quarter and $0.48 for the current year [11] - The earnings growth estimates indicate a year-over-year decline of 63.64% for the current quarter, but a projected growth of 77.78% for the next year [11]

Core Insights - Digital healthcare startup 6Letters has launched MOJO KING, an iOS application for non-invasive testosterone monitoring using Apple Watch data [1][2] - The app analyzes heart rate variability (HRV) to track male hormonal balance without the need for blood tests or external sensors [2] - MOJO KING categorizes users based on their biometric signals compared to age-group baselines, presenting results in a user-friendly format [2] Product Features - Users can opt for a paid subscription to remove ads and enable continuous measurements for personalized hormone monitoring [3] - The app is built on multiple patents and peer-reviewed research, with ongoing machine-learning model training using large-scale medical datasets [4] - MOJO KING offers insights into hormone responses to strength training, differentiating it from conventional fitness apps [5] Future Plans - 6Letters plans to expand MOJO KING with features for hormone-dependent hair loss management and is developing MOJO QUEEN for female hormone analytics [6] - The company is conducting a pre-seed funding round with an estimated valuation of USD 5 billion and aims for FDA 510(k) clearance in 2026 [7] - 6Letters intends to enter the U.S. Remote Patient Monitoring reimbursement market following AI training completion [7][8]

Core Viewpoint - Rocket Doctor AI Inc. has increased its non-brokered private placement offering to a maximum of $4.5 million due to high demand, with each unit priced at $0.70 [1] Group 1: Offering Details - The offering has been upsized from its initial announcement on January 9, 2025, and the amended offering document is available on the company's profile and website [2] - All other terms of the offering remain unchanged despite the increase in the maximum gross proceeds [1] Group 2: Company Overview - Rocket Doctor AI Inc. provides AI-powered healthcare solutions designed to enhance accessibility throughout the patient journey, featuring the Global Library of Medicine (GLM) as a key component [4] - The company has empowered over 300 physicians to manage more than 700,000 patient visits, enabling doctors to launch and manage virtual or hybrid practices [5] - The technology aims to reduce administrative burdens, improve care consistency, and enhance physician-patient interactions, particularly targeting underserved communities in Canada and patients on Medicaid and Medicare in the U.S. [6]