Can a Medical Giant Transform Into a Growth Story?Medtronic has demonstrated significant momentum entering 2026, with its recent 23% share price appreciation reflecting fundamental improvements rather than speculative enthusiasm. The company delivered strong fiscal Q2 2026 results with revenue reaching approximately $9 billion, up 6.6% year-over-year, while adjusted earnings per share rose 8% to $1.36, surpassing both internal projections and analyst expectations. Most notably, cardiovascular revenue surged 10.8% to roughly $3.4 billion, marking the strongest growth in over a decade outside pandemic periods and suggesting sustainable acceleration across its core business.
The company's pulsed-field ablation technology has emerged as a transformative growth driver, with the PulseSelect system achieving FDA clearance as the first PFA platform for treating atrial fibrillation. This innovation propelled a 71% revenue surge in Cardiac Ablation Solutions during Q2, including 128% growth in the United States. Beyond cardiology, Medtronic's Hugo robotic-assisted surgery system represents a strategic initiative to penetrate the underdeveloped surgical robotics market. The system has recently been submitted for FDA clearance following successful urologic trials, achieving a 98.5% success rate. These technological advances position Medtronic across multiple high-growth segments, including neuromodulation, renal denervation, and diabetes management.
From an investment perspective, Medtronic offers a compelling combination of quality, income, and growth potential. The company has raised its dividend for 48 consecutive years, maintaining Dividend Aristocrat status with a current yield in the low-3% range above the S&P 500 average while preserving capital for R&D investment and strategic acquisitions. Management has demonstrated improved execution with consistent guidance raises, and balanced capital allocation between shareholder returns and innovation funding. While risks remain around robotics execution, diabetes strategy decisions, and payer negotiations, the fundamental thesis appears intact for long-term investors seeking defensive growth with rising cash flows and exposure to structural healthcare trends driven by aging demographics and minimally invasive procedure adoption.
Medtech
Alphatec Holdings (ATEC) —AI-Driven Spine Ecosystem Scaling FastCompany Overview:
Alphatec NASDAQ:ATEC builds advanced spinal fusion solutions, giving investors leverage to minimally invasive & outpatient spine surgery within a $15B market.
Key Catalysts:
Surgeon Network Flywheel: Active users +26% YoY in Q3’25 to 700+, boosting procedures, share gains, and platform lock-in.
Valence Navigation (2026): AI-driven guidance aimed at higher precision and faster workflows—key to robotic & ASC adoption.
Operating Leverage: 2025 EBITDA guidance: $83M; gross margin: 68.8%—clearer path to sustained profitability and scale.
Why It Matters:
Expanding surgeon base → recurring implant/biologics pull-through
AI + navigation closes tech gaps vs. legacy platforms
Outpatient shift accelerates procedure volumes and economics
Investment Outlook:
Bullish above: $18.00–$18.50
Target: $32.00–$33.00 — supported by network effects, AI navigation rollout, and margin expansion.
📌 ATEC — building the AI-native spine stack with accelerating adoption and improving unit economics.
Exact Sciences Surge: Abbott Talks Signal Diagnostic ShiftNews of a potential acquisition by Abbott Laboratories propelled Exact Sciences (EXAS) stock nearly 24% higher on Wednesday.
Market activity shifted dramatically following reports of advanced negotiations between the two healthcare giants. Abbott Laboratories, a diversified medical titan, reportedly seeks to acquire the cancer diagnostics leader. This potential union highlights a broader trend of strategic consolidation within the healthcare sector. Investors reacted swiftly, driving EXAS shares toward a 52-week high.
The Catalyst: Strategic Acquisition Talks
Recent reports indicate Abbott Laboratories and Exact Sciences are finalizing terms. While no deal is guaranteed, the market priced in a significant premium immediately. Exact Sciences’ valuation jumped, reflecting the strategic value of its assets. Abbott’s stock dipped slightly, a common acquirer reaction during buyout rumors.
Industry Trends: Diagnostics Consolidation
The diagnostics sector is undergoing a massive recalibration. Major players like Abbott are moving away from pandemic-era testing windfalls toward sustainable oncology solutions. Acquiring Exact Sciences offers immediate dominance in colorectal cancer screening. This aligns with industry shifts toward early detection and preventative care. Consolidation allows companies to scale R&D and distribution simultaneously.
Geostrategy & Geopolitics: Healthcare Autonomy
National health security is increasingly vital in a fragmented geopolitical landscape. Countries now prioritize domestic diagnostic capabilities to ensure supply chain resilience. A US-centric merger between Abbott and Exact Sciences strengthens the American healthcare infrastructure. It reduces reliance on foreign diagnostic supply chains. This moves critical cancer screening technology firmly under the umbrella of a robust US multinational.
Business Models: Recurring Revenue Power
Exact Sciences operates on a highly attractive recurring revenue model. Its flagship product, Cologuard, serves a vast, aging demographic requiring regular screening. Unlike one-off device sales, screening protocols generate consistent cash flow. Abbott likely values this predictability. The model creates a "sticky" ecosystem where patients and providers remain engaged over decades.
Company Culture & Innovation
Exact Sciences maintains a culture deeply rooted in relentless innovation. The company recently validated its Cologuard Plus test, demonstrating superior sensitivity. This commitment to product evolution keeps them ahead of competitors. Their R&D teams focus on multi-cancer early detection (MCED), a "holy grail" in diagnostics. Abbott would inherit this forward-thinking workforce.
Patent Analysis: The IP Moat
Intellectual property rights form the bedrock of Exact Sciences' valuation. The company successfully defends its technology, recently winning patent litigation against Geneoscopy. This legal victory solidifies their market monopoly on stool-DNA testing methods. An acquirer like Abbott gains a protected fortress, not just a product line.
Macroeconomics & Economics
The deal signals a return of "strategic buyers" despite high interest rates. While private equity has slowed, corporate balance sheets remain healthy. Abbott holds significant capital reserves ready for deployment. This transaction suggests that corporate leaders see current valuations as attractive entry points. It indicates broader confidence in the long-term economic resilience of the healthcare sector.
Technology & Cyber: Data Integrity
Modern diagnostics require robust digital infrastructure. Exact Sciences manages sensitive genetic data, necessitating advanced cybersecurity protocols. Their proactive Coordinated Vulnerability Disclosure program exemplifies a mature tech stance. Abbott would acquire a secure, HIPAA-compliant data architecture essential for modern digital health integration.
Management & Leadership
CEO Kevin Conroy has effectively guided Exact Sciences from a penny stock to a multi-billion-dollar enterprise. His leadership emphasized clinical evidence and commercial execution. The management team built strong relationships with insurers and health systems. Abbott is likely buying this human capital and commercial prowess as much as the technology itself.
Science & High-Tech: The DNA Edge
At its core, Exact Sciences is a high-tech molecular biology firm. Their technology amplifies specific DNA biomarkers from non-invasive samples. This requires sophisticated chemistry and automated laboratory processes. The science behind Cologuard represents a high barrier to entry for competitors. Abbott secures immediate access to this cutting-edge genomic platform.
Investor Caution
Traders must exercise discipline. Deal talks can collapse over valuation or regulatory concerns. The 24% surge in prices is a high probability of success, leaving little room for error. If talks fail, the stock could retrace sharply. Investors should weigh the arbitrage opportunity against the risk of deal failure.
Beta Bionics (BBNX) — Scaling the iLet Bionic PancreasCompany Overview:
Beta Bionics NASDAQ:BBNX leads automated insulin delivery with the iLet Bionic Pancreas, which auto-adjusts dosing and removes manual input—unlocking a large, underpenetrated U.S. diabetes market.
Key Catalysts:
Rapid Adoption: Installed base up +162% to 29,419 users (Q3’25), signaling strong product-market fit.
Beat & Raise: Q3 sales $27.25M (+14% vs. estimates) and FY25 guidance raised to $96.5M—driven by pharmacy-channel expansion and recurring consumables.
Ecosystem Strength: Abbott sensor integration supports seamless data flow and advances fully automated diabetes care.
Durable Model: Hardware + consumables flywheel enhances visibility and margin scalability as the base grows.
Investment Outlook:
Bullish above: $23.00–$23.50
Target: $42.00–$44.00, supported by accelerating user growth, recurring revenue leverage, and ecosystem partnerships.
📌 BBNX — Automating insulin, compounding recurring revenue.
Can Single-Use Robotics Topple Surgical Giants?Microbot Medical Inc. (NASDAQ: MBOT) has experienced a dramatic stock surge from $0.85 to $4.67, driven by the convergence of multiple strategic milestones that signal a potential disruption in the surgical robotics market. The company's flagship LIBERTY® Endovascular Robotic System received FDA 510(k) clearance in September 2025, marking the first single-use, remotely operated robotic solution for peripheral endovascular procedures. This breakthrough represents more than regulatory approval; it validates a fundamentally different business model that challenges the capital-intensive approach dominating the industry.
The LIBERTY® System's disruptive potential lies in its unique value proposition: a disposable robotic platform that eliminates the multi-million-dollar upfront costs that have limited robotic adoption to less than 1% of endovascular procedures. The system demonstrated a 92% reduction in physician radiation exposure and achieved a 100% success rate in clinical trials with zero device-related adverse events. By offering universal compatibility with existing instruments and requiring no dedicated operating room infrastructure, Microbot is positioning itself to capture a massive underserved market segment—smaller hospitals, ambulatory surgery centers, and clinics that have been previously excluded from robotic innovation due to cost barriers.
Strategic elements supporting this momentum include a robust intellectual property portfolio with 12 granted patents and 57 pending applications, particularly a modularity patent that could expand the addressable market from 2.5 million to over 6 million procedures annually. The company secured up to $92.2 million in financing through a sophisticated multi-tranche structure, providing critical operational runway for its Q4 2025 U.S. commercial launch. Despite maintaining R&D operations in Israel during ongoing geopolitical tensions, Microbot has demonstrated operational resilience by keeping all development activities on schedule.
The company's "procedure-based" strategy, reinforced by acquisitions such as Nitiloop Ltd.'s FDA-cleared microcatheters, positions it to create comprehensive solution kits rather than competing solely on robotic hardware. While analysts maintain a consensus price target of $12.24 compared to the current $3.42 trading price, the ultimate test will be market adoption rates and commercial execution in a space where established players like Intuitive Surgical have built formidable ecosystems around high-cost capital equipment models.
ESPR a penny and medtech stock LONGESPR on the 120-minute chart is surging with momentum from an FDA approval for a new
cholestrol and lipid medication which will be an alternative to the at statin class which has
side effects and can cause diabetes. I am familar with a few of the professionals on the
science advisory board they are researchers and academics of the highest claiber. The chart
shows price testing and getting support from the mean VWAP and a little bit of resistance
from the first upper VWAP line. I have added to my existing position at the consolidation at
VWAP. I am well informed on ESPR market prospects; this could be disruptive.
The dual time frame RSI of Chris Moody has curled up and validates the idea. My interim
target is the double top of this past winter. I do expect increasing volume in time with the
price action that follows.
Disclaimer This a hot penny stock highly volatile - you could lose on this trade. Do not trade
with money you cannot afford to lose. You must manage the trade well to realize profit.
There are options if the put to call ratio is rising big money is pushing a reversal
VINC update to previous ideas LONGVINC on the 15 minute chart was sideways at the top and put in a 20% short trade today which
was straightforward an easy. A 50% partial taken off at the mid-day counter trend then the
remainder of 50% off before the close. Idea is on the chart; see also the previous ideas.
Expecting a full reversal in the pre-market trading and a good intraday trade at least until
the NY lunch hour.
NBIX Biotechnology / Pharmaceutical Pre-earnings LONGNeurocrine Biosciences, a mid cap pharmaceutical firm is up for earnings on February 7th.
Investor and trader interest seems to be moderately increasing in the past week. The combined
MACD / RSI indicator is bullish. This looks good for a longtrade to be taken in the premarket
before 7:45 AM as earnings report at 8:00
LABU 3X leveraged Medical Technology LONGLABU over the past ten trading days has trended down from the top of the volume profile
to near the bottom. The Price-volume trend is flat showing accumulation/coiling.
The price momentum oscillator shows an uptrend suggestive of bullish divergence and
the volumes are stable at or above the running mean. I see this as a good long trade
as some if the ETF components are pumping through earnings. If you are interested
to know my thoughts on a call option setup, please leave a comment.
BNTX biotech / currency play LONGBNTX a Germany company in the biotechnology and vaccine sectors out of Europe
and Germany is looking good on the 2H chart here with a volume profile and an
intermediate term VWAP overlaid. Price bounced off the bottom of the high volume
area of the volume profile and looks to be ready for a reversion to the mean and even
a sling-short move. The target here is the double top M pattern of mid July at 114.
The VPT and MACD are confirmatory of a momentum flip making for a long trade
entry. I will review the options chain for a suitable options trade with a narrow bid/ask
spread, suitable volume and open interest. If I cannot find one I'll take a trade of
10-20 shares of stock with a stop-loss of 105 to back up this trade while NVAX and MRNA
are also making moves.
Can VBIV jump again like earlier this month?VBIV popped 50 % to begin July and then promptly lost 75% and has been low volume and
sideways since. I have not been able to discern any catalyst for that action. Earnings show
an ongoing cash burn. In the past couple of days, the Price Volume Trend indicator has
detected a small increase in the price volume product. The Relative Trend Index (RTI) indicator
has gone from negative to positive on July 18th while the dual time frame RSI indicator
showing 1 hour TF in blue and daily TF in black has shown bullish divergence with the lines
rising over the 50 level and the blue line above the black line. Price crossed a VWAP band line
on July 18th as well. The analysis supports a bullish bias and a set up for a long trade.
I will trade long and find an entry on a 15 - 30 minute chart looking for a pivot low
to take that position. I will target 2.25 and 3.00 for the time being.
ABT a slow moving low beta medical stockABT is Abbott Labs, a well-established medical technology company has had good earnings
twice this year. In the first episode, the price trended down then recovered in a retracement.
I have anchored a long-term mean VWAP and its standard deviations as a means to assess
areas of dynamic support and resistance. One week ago, the price crossed the mean VWAP in
its uptrend. I see this as a good place for a long trade over a month or more. For a stop loss
I will place the stop below the mean VWAP also confluent with two horizontal support lines
as well as the rising support trendline and the POC line of the volume profile
Targets are the first and second standard deviations at about $105 and $110. I will make an
optimal entry from a pivot low on a timeframe of 30-90 minutes.
As the anticipated ROI is relatively small although with reasonable risk, my approach is
a call option for mid-September with a strike in the range of $100-104. I expect this to
yield 25% or more monthly until signs of a pullback or reversal. While the general market
has heightened volatility and controlled chaos, I see adding some trades of slow-moving
low beta stocks to be proper risk management.
VERO Bullish Momentum Share Price SplitVERO recently underwent a stock price 15:! split. Venus Concept, Inc. develops, commercializes and delivers minimally invasive and non-invasive medical aesthetic and hair restoration technologies and related practice enhancement services. Its product portfolio consists of aesthetic device platforms which includes venus versa, venus legacy, venus velocity, venus fiore, venus viva, venus freeze plus, and venus bliss. The company was founded on November 22, 2002 and is headquartered in Toronto.
On the chart, VERO is shown to have a downward trajectory for some years. Howwver, volume
spikes are seen 5-10X relative to near term historical volume. The RSI indicator suggests bullish
divergence for about a month. Finally, price action went parabolic after the split and makes
VERO a bullish continuation candidate.
I will take a partial long position immediately while also waiting for a pullback to supplement
the initial partial position.
Coloplast - ready for new uptrend?After an accelerated trend channel during the first 6 months of 2020, the stock has made a bullish retracement flag marked by the red channel. Last week and today it has shown the strength to break out of the bullish flag formation, and looks technically ready for a new bullish rally.
#Softox $SOFTX rally after Kinderegg of great recent news * Retail distribution agreement for Nordics and UK with Norgesgruppen
* Successfull private offering on NOK 55 securing a good cash position to see company through to positive cash flow
* Enthustiastic Danish coverage of successfull animal experiments for antiviral inhalation treatment "Possible game changer, says University of Copenhagen"
Comes on top of previous news that the company received a 2 milln USD grant from the United States defence for their wound treatment product
#Softox $SOFTX nordic #biofilm medtech with US defence grantSoftOx Solutions AS is a Scandinavian medtech company, founded in 2012, listed at Euronext Growth with new ticker OSL:SOFTX . After years of research and product development with leading Nordic research institutions, SoftOx has developed a non-toxic and highly efficient antiseptic technology, which eradicates and prevents biofilm infections and is fully virucidal.
THESE PRODUCTS ARE CURRENTLY UNDER DEVELOPMENT
Human Wound & Infection Treatments
SoftOx is developing a range of products that can be classified as either medical devices or medicinal products (drugs) for human use. Collectively, the R&D efforts are focused on prevention and eradication of serious infections. Such infections are not limited to pathogenic bacteria, but may also include viral and fungal infections. The current product candidates are either in the clinical or late stage preclincal (animal testing) phase.
SoftOx Wound Irrigation Solutions (medical device) for acute and chronic wounds, to both prevent and treat infections (including biofilms).
SoftOx Anti-infectives are products aimed to actively treat and remove topical infections in wounded and mucosal tissues, such as those caused by biofilms, AMR microbes, viruses and fungi.
Episurf - Swedish Medtech valued at 300 mSEK - One to watch!Episurf Medical is a Swedish medical technology company offering personalised solutions for cartilage lesions in the knee joint.
Capital Markets day will be streamed live at Redeye, Tuesday September 15, 2020 at 13:00 CEST – 16:00 CEST.
Twitter handles recommended to follow for this stock:
Episurf - corporate account
palryfors - CEO
ramlars77 - analyst






















