I would really like your opinion about iCAD, a m(icro)cap around 42 mill. Primary focus on detecting breast cancer via their AI model, secondary focus on detecting heart disease with AI.
Has been a thesis on the VIC in June '23 but major catalyst: the sale of their therapiesegment was a bummer. Nevertheless has the new CEO transitioned to a subscription based model and the projection to be profitable by Q4 2024. Cash burn has been stabilized and 50% of mc is cash so there is a downside protection. Insider ownership lies at 6%, is that the reason of the low valuation?
Tremendous work. Really appreciate what you’re putting out.
Thank you for your report on DRX. I invested on your report and I am doing very well. I look forward to your future ideas.
Thanks for sharing!
I would really like your opinion about iCAD, a m(icro)cap around 42 mill. Primary focus on detecting breast cancer via their AI model, secondary focus on detecting heart disease with AI.
Has been a thesis on the VIC in June '23 but major catalyst: the sale of their therapiesegment was a bummer. Nevertheless has the new CEO transitioned to a subscription based model and the projection to be profitable by Q4 2024. Cash burn has been stabilized and 50% of mc is cash so there is a downside protection. Insider ownership lies at 6%, is that the reason of the low valuation?
Greetings!
I'm surprised of seeing Amplify Energy here, what drove you to include it?
whats the upside in marlowe in your view?