Dafinchi AI

Owens & Minor, Inc.

OMI

Healthcare

1w

Strategic Divestiture of Products & Healthcare Services Segment

Owens & Minor is in the final stages of divesting its Products & Healthcare Services segment, classified as discontinued operations.
The sale aims to enable the company to focus solely on its higher-margin, higher-growth Patient Direct segment.
Management expects the divestiture to be completed soon, with proceeds fully allocated to debt reduction.
This strategic move is driven by a desire to concentrate on the home-based care market, which is supported by demographic and macroeconomic trends.

AORT

Healthcare

1w

Progress and Market Potential of AMDS Launch

The U.S. launch of AMDS is progressing with positive early demand, including initial stocking orders and hospital approvals.
Approximately 75% of the volume is concentrated in the top 600 centers, with about 1,000 accounts capable of performing AMDS procedures.
Hospitals must complete IRB approval, VAC approval, and surgeon training before implanting AMDS, with ongoing progress in these steps.
Management highlighted the strong physician feedback and the device's potential to tap into a $150 million annual market with limited competition.
Cross-selling opportunities are emerging, with some surgeons adopting On-X valves after training on AMDS, indicating synergistic growth potential.

Select Medical Holdings Corporation

SEM

Healthcare

2w

Recognition of Top-Ranked Rehabilitation Hospitals and Strategic Development Achievements

Eight hospitals recognized among the nation's best by U.S. News & World Report, with Kessler Institute for Rehabilitation ranked #4 for 33rd consecutive year.
Opened new facilities including a 12-bed hospital with UPMC in Pennsylvania, a neuro transitional care unit in Missouri, and expansions in Florida.
Plans to open multiple new hospitals in 2026 and 2027, including partnerships with Banner Health and Cox Health Systems, with a focus on high-demand markets.

Alignment Healthcare, Inc.

ALHC

Healthcare

2w

Rapid Membership Growth Outpacing Industry with 28% YoY Increase

Membership reached 223,700 members, a 28% increase YoY, supporting a 49% revenue growth to $1 billion in Q2 2025.
Strong growth validates the business model and confidence in 2026 bids, with capacity to expand into new counties and states.
Management emphasizes the durability of their model amid evolving Medicare landscape, including V28 risk model changes.

Treace Medical Concepts, Inc.

TMCI

Healthcare

1w

Inorganic Growth and Portfolio Expansion Opportunities

Treace expressed openness to opportunistic acquisitions to complement and expand their product portfolio.
The company is also exploring international markets outside the U.S. for growth opportunities.
Management indicated readiness to pursue tuck-in acquisitions if suitable opportunities arise, aiming to accelerate growth and diversify offerings.

Sotera Health Company

SHC

Healthcare

1w

Impact of Supply Chain Adjustments on Sterigenics

Management reports healthy same-store sales growth in Sterigenics, with no material pull-forward effects from supply chain shifts or tariffs.
The company is actively engaging with customers on supply chain optimization but has not observed significant volume increases due to supply chain relocations.
Future opportunities for supply chain optimization are being explored, but current capacity and performance remain stable, with no adverse impact on growth.