Key Takeaways TEM stock gained 105% in a year as Genomics and Data results exceeded expectations for 2025. Tempus earned multiple FDA 510(k) clearances, expanding its AI-based diagnostics and imaging portfolio. TEM delivered positive adjusted EBITDA, though GAAP losses continue due to compensation and amortization. Tempus AI (TEM) stock has delivered a remarkable 105% gain over the past year, driven by strong performance across both its Genomics and Data segments, surpassing initial expectations for 2025. A ...

Core Insights - Carlsmed, Inc. reported preliminary revenue of approximately $15.2 million for Q4 2025, reflecting a growth of about 61% compared to Q4 2024 [1][5] - For the full year 2025, the company achieved revenue of approximately $50.5 million, marking an increase of around 86% over 2024 [1][5] Company Performance - The fourth quarter performance highlights a transformational year for Carlsmed, driven by the aprevo® platform technology, which enhances procedural predictability and aims to improve clinical outcomes in spine fusion [2] - In 2025, Carlsmed added 101 new surgeon users, resulting in a 61% increase in the total surgeon user base compared to the previous year [2] - The company anticipates continued growth and recognition of the aprevo® technology in 2026, particularly following the launch of aprevo® cervical, which has received positive early feedback from surgeons [2] Company Overview - Carlsmed is focused on pioneering AI-enabled personalized spine surgery solutions, with a mission to enhance outcomes and reduce healthcare costs associated with spine surgery [3]

Edwards Lifesciences has announced that the US District Court for the District of Columbia has approved an injunction motion issued by US Federal Trade Commission (FTC), putting the brakes on the medtech giant’s plans to acquire JenaValve. Edwards will no longer proceed with the acquisition of JenaValve, maker of a transcatheter aortic valve replacement system for aortic regurgitation (TAVR-AR). Disagreeing with the court’s decision, Edwards emphasised that the acquisition would have been in the best inte ...

Investor Presentation January 2026 Disclaimers Forward-Looking Statements This presentation includes express or implied forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that involve substantial risks and uncertainties. All statements other than statements of historical facts contained in this presentation, including statements regarding our strategy, future financial condition, future operations, projected costs, prospects, plans, objectives of management ...

This story was originally published on Healthcare Dive. To receive daily news and insights, subscribe to our free daily Healthcare Dive newsletter. Dive Brief: Private equity dealmaking in healthcare surged in 2025, boosted in part by investor interest in health IT firms, according to a report published last week by Bain & Company. Healthcare deal value soared to a record-breaking $191 billion last year, surpassing earlier heights seen in 2021, the consultancy estimated using data through November. Th ...

Investment Opportunities in Space Sector - The space sector is expected to continue its momentum into 2026, with the RCSpace and Defense Innovation ETF rising 50% in 2025 [3][5] - SpaceX is rumored to have an IPO in 2026, potentially valued at $1.5 trillion, which could positively impact other speculative stocks in the sector [4][5] - Rocket Lab (RKLB) is highlighted as a leading company in the space sector, with a preference for it over SpaceX [5] - Redwire (RDW) is noted for its role as a component manufacturer for space and drones, with potential for profitability in 2026 following a significant acquisition in 2025 [5][8] - The space sector is characterized by high risk and speculation, with many companies currently unprofitable [6][9] Investment Opportunities in Healthcare Sector - TransMedics Group is a medical device company that has developed an organ care system (OCS) for organ transplantation, which is FDA-approved and enhances organ viability during transport [15][16] - The company has transitioned to a fully integrated logistics and service provider, operating its own fleet of aircraft for organ transport [15] - TransMedics holds over 50% market share in the U.S. for portable organ systems and is initiating major clinical trials that could drive future growth [16][18] - Hims & Hers is a healthcare company disrupting traditional models, focusing on telehealth and compounding facilities, with a significant short interest of over 30% [20][24] - The company is involved in the GLP-1 market, which has generated both interest and skepticism among investors, but it is noted that GLP-1s represent only 20% of their business [25][28]

Core Insights - The article emphasizes the importance of tracking performance in managing a concentrated stock portfolio, suggesting that understanding the portfolio's composition is crucial for effective management [3][4] - The author shares the performance of their family's retirement savings, which yielded a total return of 16.71% in 2025, slightly below the S&P 500's return of 17.88% and significantly below the S&P/TSX Composite Index's return of 31.68% [5] - The article discusses the long-term performance of the S&P/TSX Composite Index, which has underperformed the S&P 500 over the last two decades, with compound total returns of 10.95% versus 14.81% [6] Portfolio Management - The portfolio has been consistently allocated 100% to common stocks for the past 24 years, with minimal turnover [8] - The asset mix has shifted to include roughly 10% more Canadian stocks compared to U.S. stocks, reversing a previous trend where U.S. stocks made up 66% of the portfolio [13] Performance Metrics - The total compounded return on the family's retirement savings since January 1, 1973, is 13.35%, outperforming the S&P 500's 10.93% over the same period [5] - The average CPI inflation rate in the U.S. over this period was 3.88% [5] Sector Performance - The S&P/TSX Composite Index's strong performance in 2025 was largely attributed to the heavy weighting of gold and precious metals stocks, which contributed approximately 30% to the index's return [5] - The financial sector, which constitutes around 33% of the index, rose by approximately 40% in 2025 [5] Investment Philosophy - The author advocates for a value investing approach, emphasizing that investing should always seek value sufficient to justify the amount paid [12] - The portfolio consists of stocks purchased for long-term growth, with a focus on buying at prices well below intrinsic value, following the principles of Ben Graham and Warren Buffett [12] Company Holdings - The portfolio includes significant U.S. holdings such as Amazon.com Inc (9.93% of total holdings) and Salesforce Inc (9.80%), both of which have been held for over five years [15][19] - Canadian holdings include CCL Industries Inc (4.98%) and Colliers International Group Inc (9.12%), with both companies demonstrating solid growth and strong management [25][26] Conclusion - The portfolio is managed according to the principles discussed in the article, with a focus on self-directed investment strategies and a behavioral edge over professional investors [35]

Company Overview - Alphatec Holdings specializes in spinal surgery devices, offering a comprehensive portfolio that includes neural monitoring systems, spinal fixation platforms, interbody implants, biologics, and patient positioning solutions [6][7] - The company generates revenue primarily through the sale of proprietary medical devices and related products to hospitals and surgical centers, utilizing a direct sales force and independent distributors in the United States [6] - For the trailing twelve months (TTM), Alphatec reported revenue of $728.02 million and a net income of -$154.96 million, with a share price of $21.01 as of the latest report [4] Recent Transaction - CEO Miles Patrick executed an open-market sale of 100,000 shares for a total consideration of $2.1 million, which reflects a typical transaction size for his historical trading pattern [1][5] - Post-transaction, Patrick's direct holdings decreased by 6.82%, leaving him with 5.14 million shares valued at approximately $108.9 million [2][5] - The shares were sold at around $21.01 each, with the stock closing at $21.20 that day, indicating strong price momentum with a 126.3% increase over the past year [5][10] Operational Performance - Alphatec reported a revenue increase of 30% year over year in its most recent quarter, with surgical revenue climbing 31% to $177 million [10] - Adjusted EBITDA reached $26 million, expanding margins by over 800 basis points, and management raised full-year guidance to approximately $760 million in revenue and about $91 million in adjusted EBITDA [10] Insider Trading Context - The sale was executed under a prearranged Rule 10b5-1 plan, indicating it was a planned liquidity event rather than a directional shift in confidence [11] - Despite the sale, the CEO retains substantial direct and indirect holdings, maintaining alignment with shareholder interests [11]

Core Insights - Ocumetics Technology Corp. is transitioning from a single Chief Medical Officer (CMO) structure to a multi-member Scientific Advisory Committee (SAC) to enhance its medical and clinical leadership as it prepares for pivotal FDA clinical trials anticipated in 2027 [2][4] - The SAC will consist of internationally recognized experts in ophthalmology, medical research, and lens science, aimed at providing diverse oversight critical for successful clinical trials and commercialization [3][4] - The company is focused on advancing its accommodating intraocular lens technology, which is designed to provide clear vision at all distances without the need for corrective lenses [6] Company Developments - The consulting agreement with the current CMO, Dr. Doyle Stulting, will terminate after a ninety-day transition period [1] - The company will announce the members of the SAC in the coming months, indicating a strategic shift in its leadership structure [4] - Dr. Stulting has significantly contributed to Ocumetics' development, and the company expresses gratitude for his service [5] Product and Technology - Ocumetics is currently in the first-in-human early feasibility study phase for its innovative intraocular lens technology [6] - The intraocular lens developed by Ocumetics is designed to fit within the natural lens compartment of the eye, potentially eliminating the need for glasses or contact lenses [6]

A new year usually comes with a fresh set of investing goals. For many income investors, that means being more meticulous, focusing less on flashy yields, and paying closer attention to what they actually own. And that perspective led me to this list. Instead of chasing trends and hype, I looked at the Dividend Kings, companies that have increased their dividends for at least five decades, overcoming recessions, rate changes, and shifting market conditions along the way. That kind of track record does not ...