Thread on Outset Medical, potentially the next Nanox-style company to trade: Not a single person is Pounding the Table on this company... yet, I am happy to be the first and share what I found with you. Nanox ($NNOX) was an absolutely stunning IPO, running 230% in just 3 weeks...
... The theme here is revolutionizing the outdated healthcare space that costs providers, the government, and regular Americans so much everyday of every year. In the next 10 years, the healthcare space will be completely transformed through advancements in technology...
... It’s very clear to me this space will be one of the largest and fastest growing areas of the next decade. The reason Nanox was so clear to me was it revolutionized an old system integral to healthcare that hasn’t been updated in decades...
...Outset Medical ($OM) aims to do just that as well, in a space three times as big as Nanox spending wise. Outset Medical is a pioneering medical technology company reimagining dialysis for patients and health care providers...
... Outset has created Tablo, an at home, low-cost dialysis machine with an intuitive touchscreen interface that combined sensor-based automation designed to enhance the patient experience....
... It does this by accelerating the training process for patients (most only need 4-7 days to completely do it from memory), reducing treatment set up time, and streamlining the treatment process at home....
... Their four-wheel system only needs an electrical outlet and tap water connection to automatically produce daily stats required for dialysis. It includes a wireless cloud connection to monitor data. Older systems require separate equipment for purifying water and creating...
...dialysate, plus a number of manual steps to complete treatment. The IPO is set to be priced at a 790 million valuation. Their estimated revenue for this year is $63.8 million, up from just $15 million last year total. There are also pushes by the administration...
... By 2025, Trump wants 80% of people newly diagnosed with kidney failure to receive at home dialysis, according to an executive order issued in July. Currently, more than 85% of such patients are treated at dialysis centers outside of their home....
...In fact, the administration has already given Tablo a nod. The U.S. Department of Health and Human Services and in collaboration with the NY State Department of Health recently deployed 50 Tablo systems to hospitals in NYC and Long Island....
.... This already has FDA approval for their at-home system’s use. The only real competitor is NX stage, a 15 year old company way behind in tech that is being kicked to the curb by Tablo from all physician reports I’ve read. This could be a grand slam if it does...
... Not open too high. This is a $114 billion dollar industry a year in the US set to transition to being done “at home.” They are the best in tech, and the shift will happen. The IPO is set to open today between $22-24. I can’t wait!

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Anthony Ohayon

Anthony Ohayon Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @AnthonyOhayon

23 Aug
Thread on Nanox: Everyone is asking me about $NNOX. I mentioned this name as the Pounder's Thesis Pick of the week on @PoundingDaTable. Yes, it's pre-revenue. But here's the thing about markets: they are forward looking, always. IPO investments are based on future belief...
...more than any other investment you can make, because it's an investment from the first second you can take a position. In general, companies at this stage, for the most part, are in their very early stages of development and growth (many exceptions of course these days)...
...Regardless, I am long $NNOX for its potential, that is all. Not because of its 1 day chart or fundamentals, simply because I agree with the need for its technology and revolutionizing its space in general. To start, Nanox is a startup out of Israel that has developed a...
Read 26 tweets
28 Mar
Unpopular opinion on the spread of Covid-19 (A THREAD): Seeing as how Italy has begun to top out in daily number of new cases, I find it very likely that countries in close proximity will experience peaks in daily new cases as soon as today or the next couple of days...
...Germany, Spain, and specifically France, have all been using the hydrochloroquine cocktail combination with Zinc, which studies in France have shown to eradicate the virus in as little as 5 days from many patients. Many hospitals in New York have been using this as well....
...Now, while I am not an expert at all in this field of healthcare and infectious diseases, I am an adept numbers guy. Spain, Germany, and France have begun slowing, even though the number of new cases have continued to increase. I believe Spain should be peaking today...
Read 13 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!