98 Photos and videos
BioCompounding retweeted
Surgeons have never been able to "feel" tissue through a robot. Until now.
Da Vinci 5's Force Feedback is the first FDA-approved haptic system in soft tissue robotic surgery.
Read all about it in our latest deep dive! $ISRG
biocompounding.com/intuitive…
1
190
BioCompounding retweeted
This is a snapshot of section 5 from my $ISRG deep dive written on July 2023. Looks like it was quite spot on, while I couldn't think of what they will do, the recent quintuple aim strategy seems to include this.
Read the deep dive, Open to free members! biocompounding.com/intuitive…
1
2
567
The world has changed from volume growth to margin growth. Which industries are set to benefit most?
1
110
BioCompounding retweeted
Pharma companies processed 5M data points/year in 2008. Today: 8 billion.
One Phase III trial alone generates 5.9M data points. That's a 600% surge.
This is why $VEEV exists — and why switching away from it is nearly impossible.
Read it all here!
open.substack.com/pub/biocom…
1
5
758
BioCompounding retweeted
Just opened up my previous deep dive and valuation analysis for all free members for $ISRG. Write ups are from back in 2023.
Updated write ups to come by end of next week.
Check them out below
biocompounding.com/intuitive…
1
1
2
661
$HCA starting to look attractive here!
What’s the thesis against it at this price?
282
Solid results from $VEEV.
Revenue guidance raised, Falcon will be launched end of year.
Shifting from seat based to seat usage based.
Buybacks should control dilution going forward.
Continuing to hold my position!
2
302
Just opened up my previous deep dive and valuation analysis for all free members for $ISRG. Write ups are from back in 2023.
Updated write ups to come by end of next week.
Check them out below
biocompounding.com/intuitive…
1
1
2
661
1
306
Read the full deep dive here:
biocompounding.com/veeva-sys…
3
205
$VEEV stock implies the market expects ~3.4% FCF growth over the next 5 yrs.
Veeva has compounded FCF at 29% annually for the past decade and management is targeting $6B in revenue by 2030, double today.
The market is pricing near-stagnation for pharma tech's best compounders.
1
3
646
Read the full deep dive here: biocompounding.com/veeva-sys…
267
BioCompounding retweeted
In 1941, a surgeon got frustrated with his hospital bed.
So he built a better one.
That surgeon was Homer Stryker.
The company he founded just crossed $25 billion in annual revenue.
But here's what most investors are missing about $SYK in 2026.
🧵
1
1
2
1,020
You can now track my full healthcare portfolio on Savvy Trader!
savvytrader.com/infinittycap…
If you sign up there write to me and I will give you free access to our research platform as well.
1
384
The biggest investment trend of the next 30 years isn't AI.
It's this: The world is running out of young people
→ 850M people are over 65 today
→ That number doubles to 1.7B by 2054
→ By 2030, 1 in 6 humans will be over 60
→ The number of 80 year olds triples by 2050
1
2
592
We're just living through the early innings.
Japan figured this out first. 30% of their population is already over 65. Their medtech market has quietly outgrown their pharma market for years.
Europe is next. Then the US. Then the rest of the world.
1
1
102
The company I think is best positioned to compound through this wave?
$SYK — Stryker.
I wrote a full deep dive on $SYK, $ISRG, $MDT you can read it on all on - biocompounding.com/
Who else are you backing to ride the ageing wave?
2
1
299