The Clinical Edge

The Clinical Edge

How a $16B Exit Team Ended Up Running This Unknown Healthcare Microcap

61% Growth, 79% Margins, and Zero Analyst Coverage

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The Clinical Edge
Aug 08, 2025
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Most investors avoid microcap healthcare companies like the plague.

Too risky.

Too volatile.

Too many failed trials.

They'd rather chase the latest AI darling or buy another index fund.

But, if I could invest in only one strategy for the rest of my life, it would be finding asymmetric bets in healthcare microcaps.

Not because it's predictable.

But because it's where the biggest mispricings hide in plain sight.

In my opinion healthcare microcaps offer the purest form of asymmetric risk-reward in public markets.

Today I want to tell you about a medical device company that just completed the most dramatic corporate transformation I've seen in years.

This isn't a biotech burning cash on unproven science.

This is a profitable, growing company with FDA-approved technology, Medicare reimbursement, and a razor-blade business model that's finally become investable.

The setup offers massive optionality with capped downside.

The stock is…


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