FreeHealthcare & BiotechISRG4 min read
Why ISRG's readout is asymmetric
ISRG chart · D
The thesis
Pipeline option value is being given away at the current multiple.
Device adoption is steepening past the conservative model.
What I'm watching
- label/indication scope
- label/indication scope
- A clean move through the level I flag below
Positioning
Long on ISRG, 6-36 months horizon. Conviction: High. Regulatory timing slips; the calendar is a guide, not a guarantee.
Opinion, not investment advice. The author may or may not hold positions discussed.
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