Jasper Ridley

Jasper Ridley@JasperRidley

You know who manages cancer spend and prevents this from happening (while delivering quality care)? $STLN. Solution to a big problem for patients and payers.

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Jasper Ridley@JasperRidley

$AIRS procedures feature prominently in American Society of Plastic Surgeons annual report. Reading this highlights how it is only a matter of time before $AIRS capitalizes on these GLP-1-driven trends in a major way. Probably wrong, definitely not financial advice.

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Jasper Ridley@JasperRidley

No offense to these folks, but the number of # I got on $STLN today along the lines of “OMG, FL is suing PBMs” and “OMG, Trump is cutting drug prices” just shows me the biz model is still misunderstood…and we are going a lot higher as people figure it out. Specialty pharmacies

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

Jasper Ridley@JasperRidley

Very important development for $STIM this week, as a VC-back interventional psychiatry start-up acquired the second largest network in the country ($STIM operates the largest). Suddenly with multiple VC platforms interested in the space, the $7-10 / share valuation framework in

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

Jasper Ridley@JasperRidley

He ain’t wrong, also imo. $AIRS catalyst watch: - debt refi any week now - conference appearance (lots upcoming) updates on new marketing ROI / new procedure traction - potential insider buys, valuation here is crazy - new analyst coverage (couple of new analysts on the call)

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Jasper Ridley@JasperRidley

$CRM and the rest of software showing you companies are benefiting from deploying AI. Guess which healthcare subsector has the most to gain? Probably diagnostics like $XGN and $BDSX. If fact, $XGN already has a robust AI effort supporting biopharma and therapy development for

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Jasper Ridley@JasperRidley

Now that $CRM has told us that software is not, in fact, dead… I would like to make another observation that is probably wrong and certainly not financial advice: $CCLD seems like a no brainer. They basically offer billing software for very small (sub-10 doctor) healthcare

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Jasper Ridley@JasperRidley

Sometimes it really pays to not just follow “price action” like a lemming. $WGS

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close