I specialize in biotech and healthcare investment analysis, integrating clinical expertise with a solid foundation in business strategy. My approach leverages detailed risk-return charts and DCF analyses to clearly communicate the investment potential and associated risks. I advocate for a barbell portfolio strategy, with 90% allocated to secure assets such as Treasuries and broad-market ETFs, and 10% to high-alpha stocks. This balanced approach ensures that all recommendations are made within a context of ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use tried-and-true metrics and ...

YOKNEAM, Israel, Sept. 10, 2024 /PRNewswire/ -- InMode Ltd. (Nasdaq: INMD), a leading global provider of innovative medical technologies, today announced that its Board of Directors has approved a share repurchase program of up to 7.68 million ordinary shares."Following the completion of our share buyback program announced earlier this year, the board's authorization to enact this new share repurchase program demonstrates our ongoing confidence in the long-term outlook of the company," commented Moshe Mizra ...

Editor's note: Seeking Alpha is proud to welcome Investor's Compass as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » ABRAHAM GONZALEZ FERNANDEZ/E+ via Getty Images InMode (NASDAQ:INMD) stock has been performing horribly in the past three years. Once a $99 stock near the top in 2021, INMD now sits at under $16/share. B ...

YOKNEAM, Israel, Sept. 4, 2024 /PRNewswire/ -- InMode Ltd. (Nasdaq: INMD), a leading global provider of innovative medical technologies, today announced that Yair Malca, Chief Financial Officer will present in-person at the 2024 Baird Global Healthcare Conference in New York on Sept. 10, 2024.The fireside chat, moderated by Jeff Johnson, Senior Research Analyst, is scheduled for 2:00 pm Eastern Time on Tuesday, Sept. 10, and a live webcast of the presentation can be accessed here. InMode will also hold one- ...

YOKNEAM, Israel, Aug. 6, 2024 /PRNewswire/ -- InMode Ltd. (Nasdaq: INMD), a leading global provider of innovative medical technologies, today announced the participation at the following investor conferences and events in August:9th Annual Needham Virtual MedTech & Diagnostics ConferencePresenters: Moshe Mizrahy, Chief Executive Officer and Yair Malca, Chief Financial OfficerFormat: Virtual one-on-one meetingsWhen: Monday, Aug. 12Canaccord 44th Annual Global Growth ConferencePresenters: Yair Malca, Chief Fi ...

财务数据和关键指标变化 - 公司Q2总收入为8640万美元,但包括未交付的新平台预订单的pro forma收入为10260万美元 [17][18] - GAAP毛利率为80%,非GAAP毛利率为81%,pro forma毛利率为82%,去年同期为84% [18] - 最小创伤技术平台占总收入的87% [18] - 国际销售占总销售的47%,同比下降17% [19] 各条业务线数据和关键指标变化 - 公司推出了两款新的高级平台IgniteRF和Optimus Max,并开始交付 [9][10][11][12] - IgniteRF是公司现有RFAL技术的升级版,Optimus Max是一款多功能平台 [10][12] - Morpheus8成为公司最受欢迎的技术,最近获得FDA新适应症批准 [14][15] 各个市场数据和关键指标变化 - 美国市场需求大幅下降,导致公司Q2财务业绩受到影响 [13][32][33] - 公司在以色列的团队正在加班以确保及时交付 [14] - 公司在日本和德国成立的两家新公司将在2024年下半年和2025年开始发挥作用 [26] 公司战略和发展方向及行业竞争 - 公司专注于新系统销售,未来可能会推出升级换代计划 [39][40][41] - 公司面临来自中国厂商的仿冒产品竞争,正在采取法律行动应对 [42][43][44] - 公司在研发和产品创新方面持续投入,以保持技术领先地位 [15][29] 管理层对经营环境和未来前景的评论 - 宏观经济环境和利率水平的变化对医美行业需求造成影响 [13][32][33][37] - 公司对2024年全年业绩指引进行了下调,但保持谨慎乐观态度 [24][26][37] - 公司将密切关注第三季度和第四季度的表现,以判断2025年的发展前景 [26][37] 其他重要信息 - 公司任命Eran Krieger博士为医学总监和医疗事务副总裁 [16] - 公司完成了8.37万股的股票回购计划,未来可能会继续回购 [23][54] 问答环节重要的提问和回答 问题1 **Danielle Antalffy 提问** 询问公司2025年的增长前景,是否需要市场环境好转 [25][27][28] **Moshe Mizrahy 回答** 公司对2025年的发展还为时尚早,需要观察未来几个季度的表现 [26][37] 问题2 **Caitlin Cronin 提问** 询问Q2业绩大幅下滑的原因,以及需求和融资环境同时好转才能带动反弹 [32][33][34][35][36] **Moshe Mizrahy 回答** 美国市场需求大幅下降是主要原因,融资环境尚未完全好转 [32][33][37] 问题3 **Jeff Johnson 提问** 询问公司是否会推出升级换代计划,以及消费品销售下滑的原因 [39][40][41][42][43][44][45][46] **Moshe Mizrahy 回答** 公司目前主要集中于新系统销售,未来可能会推出有限的升级换代计划 [39][40][41][42][43]

InMode (INMD) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.30 per share. This compares to earnings of $0.72 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 13.33%. A quarter ago, it was expected that this maker of cosmetic surgery devices would post earnings of $0.40 per share when it actually produced earnings of $0.45, delivering a surprise of 12.50%.Over the last four quart ...

YOKNEAM, Israel, Aug. 1, 2024 /PRNewswire/ -- InMode Ltd. (Nasdaq: INMD) ("InMode"), a leading global provider of innovative medical technologies, today announced its consolidated financial results for the second quarter ended June 30, 2024. Second Quarter 2024 Highlights: Quarterly GAAP revenue of $86.4 million, a decrease of 36.5% compared to the second quarter of 2023. InMode's proprietary surgical technology platforms engaged in minimally invasive and subdermal ablative treatments represented 87% of it ...

IRVINE, Calif., July 31, 2024 /PRNewswire/ -- InMode Ltd. (Nasdaq: INMD), a leading global provider of innovative medical technologies, is pleased to announce the introduction of IgniteRF, a ground-breaking minimally invasive workstation inclusive of nine technologies which offer soft tissue contraction across multiple tissue depths.The IgniteRF platform, alongside the BodyTite, FaceTite, Morpheus8, and now QuantumRF family of products offers a comprehensive suite of radiofrequency solutions for various aes ...