Core Viewpoint - Rosen Law Firm is reminding investors who purchased DexCom, Inc. securities between July 26, 2024, and September 17, 2025, of the December 29, 2025, deadline to become a lead plaintiff in a class action lawsuit [1] Group 1: Class Action Details - Investors who bought DexCom securities during the specified Class Period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [1] - To join the class action, investors can visit the provided link or contact Phillip Kim, Esq. for more information [2][5] - A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation, and interested parties must file their motion by December 29, 2025 [2] Group 2: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for the number of settlements in 2017 [3] - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [3] - Founding partner Laurence Rosen was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020, and many attorneys at the firm have received accolades from Lawdragon and Super Lawyers [3] Group 3: Case Allegations - The lawsuit alleges that DexCom made unauthorized material design changes to its G6 and G7 continuous glucose monitoring systems, which rendered them less reliable and posed health risks to users [4] - Defendants allegedly overstated the enhancements and reliability of the G7 devices while downplaying the severity of the issues and health risks associated with them [4] - The allegations suggest that these misrepresentations subjected DexCom to increased regulatory scrutiny and potential legal, reputational, and financial harm [4]

Core Insights - Picard Medical marks a historic milestone with a patient living 2,900 days on the SynCardia Total Artificial Heart, the longest duration recorded globally [1][2] Company Overview - Picard Medical, Inc. is the parent company of SynCardia Systems, LLC, which produces the only commercially available total artificial heart technology approved by the U.S. FDA and Health Canada [5] - The SynCardia Total Artificial Heart (STAH) is designed for patients with end-stage heart failure and has been implanted over 2,100 times across 27 countries, making it the most widely used artificial heart [5] Patient Achievement - A 46-year-old patient received the SynCardia Total Artificial Heart on December 9, 2017, and has lived for over eight years, primarily at home with family [3] - This achievement highlights the effectiveness of the SynCardia technology and the dedication of the medical team at IVDK Dedinje Hospital in Serbia [3] Long-term Success in Serbia - Serbia leads in long-duration support with the SynCardia Total Artificial Heart, with the five longest-supported patients globally all from IVDK Dedinje Hospital [4] - The hospital has demonstrated exceptional clinical success, with one patient supported for about eight years and others for durations ranging from three to four years [4] Future Developments - Building on the success of the STAH, Picard Medical is developing the Emperor, a next-generation fully implantable artificial heart system aimed at broadening access and providing greater flexibility for long-term support [2]

Summary of RenovoRx Conference Call - December 09, 2025 Company Overview - **Company**: RenovoRx Inc. (NasdaqCM:RNXT) - **Industry**: Cancer therapeutics and medical devices Key Points and Arguments 1. **New Approach to Cancer Treatment**: RenovoRx is focusing on localizing therapy for cancers rather than solely targeting tumors, aiming to minimize patient toxicity while effectively treating cancer [2][3] 2. **Commercialization of RenovoCath Device**: The company has initiated the commercialization of its FDA-cleared RenovoCath device, generating over $900,000 in revenue year-to-date through Q3 2025 without a dedicated sales infrastructure [3][4] 3. **Market Potential**: The peak revenue potential for the RenovoCath device in the U.S. is estimated at over $400 million, based on indications and areas of use [4][12] 4. **TAMP Mechanism**: The proprietary Trans-Arterial Micro-Perfusion (TAMP) mechanism allows for localized chemotherapy delivery, significantly increasing drug concentration at the tumor site while reducing systemic exposure [5][8][9] 5. **Clinical Trials**: The pivotal phase III TIGeR-PaC study for locally advanced pancreatic cancer is progressing, with enrollment expected to complete in early 2026 and final data anticipated in 2027 [5][18] 6. **Patient Experience**: The TAMP procedure is outpatient, requiring only conscious sedation, and allows patients to receive treatment in about 90 minutes, contrasting with traditional chemotherapy that often requires longer hospital stays [10][11] 7. **Market Expansion**: Beyond pancreatic cancer, the device is applicable to other hypovascular tumors, including cholangiocarcinoma and non-small cell lung cancers, which could further expand the market [11][34] 8. **Sales Infrastructure**: A lean sales team has been established, with 14 centers approved to purchase the device and five actively using it, indicating strong initial market interest [14][15][26] 9. **Financial Position**: As of Q3 2025, RenovoRx reported over $10 million in cash and anticipates revenue growth in 2026, with a current cash burn of approximately $800,000 per month [24][34] 10. **Reimbursement and Margins**: The company has established reimbursement rates allowing for device pricing between $6,000 and $8,500, with current margins around 80%, expected to improve as manufacturing scales [12][35] Additional Important Content - **Regulatory Pathway**: The device was approved through the 510(k) pathway, allowing for a faster and simpler regulatory process compared to more invasive technologies [28][29] - **International Market Considerations**: While there is potential for international expansion, the focus remains on the U.S. market due to higher reimbursement rates and lower regulatory hurdles [28][29] - **Future Collaborations**: Ongoing discussions with medical device companies for potential partnerships or distribution arrangements are in place, indicating interest in the device's unique capabilities [37][38] - **Scientific Advisory Board**: The company has a strong advisory board with notable experts in oncology, enhancing its credibility and potential for clinical success [22] This summary encapsulates the key insights from the RenovoRx conference call, highlighting the company's innovative approach to cancer treatment, market potential, and strategic plans for growth.

Gabelli Funds launched the Keeley Dividend ETF (NYSE:KDVD) , an actively managed fund targeting income and long-term appreciation through small- and mid-cap dividend payers, just as markets hover near record highs and investors brace for a highly anticipated Federal Reserve rate cut. • Keeley Dividend ETF stock is approaching key resistance levels. Why are KDVD shares at highs?The SMID-cap-focused strategy seeks to uncover missed dividend opportunities and is managed by the Chicago-based team of Thomas E. B ...

Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes, aiming for sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment group emphasizes high-yield, dividend growth investment ideas, targeting dividend yields up to 10% [2] Investment Strategy - The investment approach is defensive, with a medium- to long-term horizon, catering to investors seeking dependable monthly income [2] - The group provides research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] Market Context - Value investing can be challenging as stocks may remain undervalued or overvalued for extended periods, similar to the current situation with many AI stocks [2]

Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes, aiming for sustainable portfolio income, diversification, and inflation hedging [1][2] Group 1: Investment Strategy - The service targets high-yield, dividend growth investment ideas, particularly in defensive stocks with a medium- to long-term horizon [2] - Income-focused portfolios are designed to achieve dividend yields up to 10% [2] Group 2: Research and Analysis - The group provides investment research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2]

Summary of Flex Limited Conference Call Company Overview - **Company**: Flex Limited - **Industry**: Contract Manufacturing - **Revenue**: Approximately $26 billion - **Business Units**: Six, with participation in five major end markets: - Consumer (Lifestyle and Consumer Devices) - Cloud Enterprise Communication (CEC) - Healthcare (particularly devices) - Automotive - Industrial - **Global Presence**: Operates in 30 countries with around 100 manufacturing sites and approximately 140,000 employees [8][9] Core Business Insights - **Data Center and AI Infrastructure**: - 25% of revenue comes from AI data center utility space, growing at 35% - Revenue from this segment projected to reach $6.5 billion in the current fiscal year [9][17] - Focus on compute integration, cooling, and power solutions [17][18] - **Competitive Landscape**: - Flex competes with companies like Delta in embedded power and Eaton, Schneider in electrical distribution - The cooling market is fragmented with many small players [21][22] - **Power Pods**: - Integrated solutions that include power modules, infrastructure, and cooling systems, designed to improve installation speed and reduce labor costs [23][24] Recent Acquisitions - **Crown Technical Systems**: - Acquired to enhance presence in the fragmented U.S. utility market and expand power pod capabilities [25][27] - **JetCool**: - Acquired to strengthen liquid cooling portfolio, focusing on high-density cooling solutions for data centers [30][32] Financial Performance and Growth - **Operating Margin**: - Increased from 3% to 6% over the past seven years, with expectations for continued expansion driven by mix shift and productivity enhancements [15][39] - **Growth Areas**: - Data centers and utilities are identified as key growth sectors, with ongoing investments expected to yield significant returns [40][41] Market Trends and Challenges - **Regionalization Strategy**: - Flex is adapting its footprint to align with growth areas, particularly in North America and Europe, while reducing presence in less profitable regions [36][37] - **Supply Chain and Capacity**: - Capacity constraints are a constant consideration, with ongoing evaluations to meet growing demand [28][29] - **AI Investments**: - Anticipated growth in data center capacity driven by AI investments, with projections for significant infrastructure development in the coming years [41][42] Other Business Lines - **Healthcare**: - Strong performance in medical devices, particularly continuous glucose monitors [33] - **Industrial**: - Mixed performance with growth in infrastructure and energy sectors, while residential renewables have declined [34] - **Automotive**: - Clarity in platform investments is expected to drive growth, with Flex being platform agnostic [34] - **Consumer**: - Flat growth anticipated, with limited focus on this segment [35] Conclusion - Flex Limited is positioned as a leading contract manufacturer with a strong focus on data center and utility solutions, leveraging its global footprint and recent acquisitions to drive growth and enhance operational efficiency. The company is well-prepared to capitalize on emerging trends in AI and infrastructure development while maintaining a disciplined approach to portfolio management and margin expansion [45]

Company Overview - Alphatec Holdings specializes in advanced technologies for spinal surgery, focusing on innovation and a comprehensive product suite aimed at improving surgical outcomes for complex spinal disorders [7] - The company offers a portfolio of spinal surgery solutions, including neural monitoring systems, fixation platforms, interbody implants, and biologics, with primary revenue derived from product sales in the United States [7][8] - As of December 9, 2025, Alphatec's stock price was $20.96, with a market capitalization of $3.11 billion and a revenue of $728 million for the trailing twelve months (TTM) [6] Recent Performance - Alphatec's stock has increased by 118% year to date, driven by quarterly results that exceeded expectations [9] - In Q3 2025, total revenue grew by 30% to $197 million, with surgical revenue of $177 million growing by 31% [9] - The company achieved a 26% growth in net new surgeon users, indicating strong future growth potential [9] Financial Position - Following a recent insider sale, Craig Hunsaker retained 1,289,142 shares valued at approximately $24.5 million, representing a direct ownership stake of 0.8700% of Alphatec's outstanding shares [5] - The transaction involved the sale of 100,000 shares for about $2 million, accounting for 7.2% of Hunsaker's direct ownership before the sale [4][2] Market Position and Strategy - Alphatec operates a direct sales and distributor business model, focusing on providing innovative devices and technologies for the surgical treatment of spinal disorders [8] - The company is currently unprofitable as it is in an accelerated investment phase, deploying substantial capital to fuel rapid revenue growth while aiming to build market share in the competitive spine surgery market [10] - Alphatec is approaching an inflection point, generating positive free cash flow in Q3 2025 and expecting full-year positive free cash flow in 2025 [10] Analyst Sentiment - Wall Street analysts are optimistic about Alphatec, with 10 out of 11 analysts giving it a buy rating and an average price target of $23, indicating almost 10% upside potential [11] - The company is best suited for investors with a higher risk tolerance and a time horizon of at least a few years due to its growth phase and competitive market [11]

Core Viewpoint - Montagu and Kohlberg have entered into a definitive agreement to acquire Teleflex Medical OEM for $1.5 billion in a carve-out transaction from Teleflex Incorporated [1] Company Overview - Teleflex Medical OEM has over 40 years of experience in developing and supplying custom-engineered interventional catheter components, surgical fibers, and sutures, serving fast-growing treatment areas such as structural heart, neurovascular, electrophysiology, and urology [2] - The company operates seven state-of-the-art facilities across the U.S., Mexico, and Ireland, leveraging complex extrusion expertise and a vertically integrated operating model to support a blue-chip customer base in the medical device sector [2][6] Transaction Details - The transaction is expected to close in the second half of 2026, subject to regulatory approvals and other closing conditions, after which Teleflex Medical OEM will operate as an independent global contract developer and manufacturer [3] - Greg Stotts, currently the President and General Manager of Teleflex, will become the CEO post-transaction, bringing over 30 years of industry experience [3] Strategic Focus - The acquisition aims to accelerate investment in innovation, quality systems, and capacity while maintaining reliability and engineering depth for customers [4] - Montagu and Kohlberg plan to leverage their expertise in carve-out transactions and value creation to support Teleflex Medical OEM's growth and expansion of its customer base [4][5] Market Position - Teleflex Medical OEM is recognized as a leading strategic supplier in the global medtech value chain, known for its engineering support, reliability, and quality [5] - The company is positioned to create long-term, mutually beneficial partnerships with customers, addressing the increasing pressure on medical device companies to optimize portfolios and consolidate supply chains [5]

Core Viewpoint - Inspire Medical Systems, Inc. is facing a class action securities lawsuit due to alleged securities fraud related to the poor launch of its new product, Inspire V, which was marked by significant operational failures and misrepresentations to investors [1][2]. Group 1: Lawsuit Details - The lawsuit aims to recover losses for investors affected by alleged securities fraud between August 6, 2024, and August 4, 2025 [1]. - Defendants are accused of making false statements regarding the successful launch of Inspire V, while in reality, demand was low and providers had excess inventory [2]. - Key operational failures included inadequate training for treatment center customers, unestablished IT systems, and lack of Medicare reimbursement at launch [2]. Group 2: Next Steps for Investors - Investors who suffered losses during the specified timeframe have until January 5, 2026, to request appointment as lead plaintiff, although participation in recovery does not require this [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees [3]. Group 3: Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions for shareholders over the past 20 years [4]. - The firm has been recognized as one of the top securities litigation firms in the United States for seven consecutive years [4].