HeyJaredThe Clinical Edge
I research and share thesis-driven ideas on potential healthcare multibaggers. Not financial advice.
- Indexed issues, last 90 days
- 9
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- Sep 18, 2026
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- Jul 3, 2026
Latest issues
Introducing the Healthcare Research Portal (opens the original)
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To read our full disclaimer, click here.It’s finally here…Welcome to the Healthcare Research Portal!There has been an immense amount of interest in this new development.I honestly think this is at least a 3x to the value of a Healthcare Stock Ideas subscription. Not only do you get everything on Substack, but you now have a completely dedicated research portal included in the price.A huge amount of work has gone into building th
This Week in Healthcare - Issue #1 (opens the original)
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To read our full disclaimer, click here.There is an exclusive offer at the bottom for anyone who wants the full theses behind these names.Ten of the nineteen companies I cover had news this week. Two sets of quarterly and full-year numbers, a pivotal trial readout followed the same day by a $50 million raise, a completed Phase 3 enrolment, a refinancing, a debt buyback and a reverse split ahead of a Nasdaq uplisting.Everything below is what the companies a
20% Growth. 67% Margins. EBITDA Tripled. Up 50% Since May. (opens the original)
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To read our full disclaimer, click here.In May I wrote up a debt-free, cash-rich medical-consumables microcap that had just been marked down for a single soft quarter. Revenue was down 15%, and the market read that as the whole story. My argument was that it was order timing sitting on top of a hospital customer base that had been built faster than the revenue line could show.The company has now reporte
Sanara MedTech (NASDAQ: SMTI): Taken Out at $35 (+45.8% gain) (opens the original)
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To read our full disclaimer, click here.Every so often a position resolves the easy way.On 29 July, MIMEDX Group agreed to acquire Sanara MedTech. We initiated coverage on 6 January at $24.00. The deal values Sanara at $35.00 a share.That is +45.8% in a little under seven months.The path there was not a straight line.<a hr
Vaso Corporation (OTCQX: VASO): Up 85% From Entry, and Why My Thinking Has Changed (opens the original)
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To read our full disclaimer, click here.In November, we published a thesis on a profitable healthcare company trading at 71% of cash per share.Trading at 71% of Cash Per Share, Quality Compounder, Record Backlog Going Into Q4In February, with the stock up 30%, we revisited after two key catalysts - a divestiture and a GE HealthCare contract extension - landed in rapid succession.<a href="https://theclinical
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