Biopharma / Medtech Reports

September 8, 2025

Merit Medical (MMSI): Wrapsody Pass-Through Prospects

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John Leppard

MMSI (US)
September 2, 2025

Tools & NIH: House Rejects Trump But Targets Indirect Costs

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John Leppard

A (US), AVTR (US), BRKR (US), DHR (US), TECH (US), TMO (US), WAT (US)
August 29, 2025

Tools: NIH Markup & Improving Award Outlays

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John Leppard

A (US), BRKR (US), DHR (US), ILMN (US), TMO (US), WAT (US)
August 12, 2025

Rx Most Favored Nation Company Risks

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John Leppard

AMGN (US), BMY (US), GILD (US), GSK (US), LLY (US), MRK (US), REGN (US), ROG (SW)
July 31, 2025

The State of Biopharma, Tools, & Research Spending

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John Leppard

AVTR (US), BIO (US), BRKR (US), DHR (US), ILMN (US), TMO (US), TXG (US)
July 23, 2025

Guardant Health (GH) Reveal Rate Expectations

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John Leppard

GH (US), NTRA (US)
July 16, 2025

MMSI: Wrapsody Pass-Through Reprieve Unlikely

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John Leppard

MMSI (US)
July 16, 2025

Misses For LNTH, LIVN, PRCT, Wins for BSX / MDT

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John Leppard

BSX (US), INSP (US), LIVN (US), LNTH (US), MDT (US), PRCT (US)
July 15, 2025

Skin Substitutes: When it Rains it Pours [MDXG, ORGO, CTEC.LN, COLOB.DC]

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John Leppard

CTEC (LSE), MDXG (US), ORGO (US), SNN (US)
July 14, 2025

PRCT: Pro Fee -28%, Competitor -25%

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John Leppard

BSX (US), PRCT (US), TFX (US)