healthcare investing Archives

Amwell’s Quietly Compounding Digital-Care Story Is Getting Harder to Ignore -( $AMWL )

by John F. Heerdink, Jr. August 19, 2026 176Views 0Likes

Amwell, Inc. (NYSE: AMWL, $12.40, up +152.55% YTD) is building a more investable telehealth narrative: less pandemic-era novelty, more enterprise healthcare infrastructure. Its second-quarter results suggest the company is translating a broad digital-care footprint into a steadier mix of recurring subscription revenue,…

AI, Bond Yields and Big Bets: Why the Bull Case Is Getting More Selective -( $GOOG $NVDA )

by John F. Heerdink, Jr. August 18, 2026 122Views 0Likes

This bullish market story examines how rising bond yields are reshaping—not ending—the investment opportunity set. It highlights **NVIDIA (NASDAQ: NVDA)** and its enormous AI data-center ambitions, **Alphabet (NASDAQ: GOOGL, GOOG)** and the growing strategic value of proprietary business data, and the emerging…

Eupraxia Pharmaceuticals: A Precision Bet on Making Food Enjoyable Again – Meet CEO At The Tribe Event – Friday, August. 21-( $EPRX $REGN $SNY $TAK )

by John F. Heerdink, Jr. August 17, 2026 236Views 0Likes

For patients with eosinophilic esophagitis, eating can become an exercise in calculated risk rather than a simple pleasure. For Eupraxia Pharmaceuticals Inc. (NASDAQ: EPRX; TSX: EPRX), that burden represents both an urgent medical problem and a potentially compelling opportunity to prove that…

Heartflow’s AI-Cardiology Moment Arrives as Consumer Cyclicals Catch Their Breath -( $AMWL $HD $HTFL $LOW $TGT $WMT )

by John F. Heerdink, Jr. August 17, 2026 248Views 0Likes

Heartflow, Inc. (NASDAQ: HTFL) is delivering the kind of growth story investors usually hope to find before it becomes obvious: rapid revenue expansion, rising gross margins, stronger adoption of a second product line, and a materially higher full-year outlook. In a market…

Fortell’s AI Hearing Aid Could Turn a Staid Medical-Device Category Into a Premium Technology Market -( $BLFY $GNNDY $GOOGL $NVDA $SONVY )

by John F. Heerdink, Jr. August 14, 2026 346Views 0Likes

The next compelling AI investment story may not sit in a data center. It may sit discreetly behind the ear. Fortell, a privately held AI-hearing-aid company, is positioning itself at the intersection of custom silicon, machine learning, clinical care, and an enormous…

Biotech’s Bullish Blueprint: Jazz Pharmaceuticals Buys Actio For ~$1.3B, While Eupraxia Builds for Scale -( $EPRX $JAZZ $XBI )

by John F. Heerdink, Jr. August 11, 2026 162Views 0Likes

Jazz Pharmaceuticals plc (NASDAQ: JAZZ) and Eupraxia Pharmaceuticals Inc. (NASDAQ: EPRX) offer investors two distinctly attractive versions of the same biotech proposition: value creation through disciplined execution. Jazz is deploying capital to deepen an established rare-epilepsy franchise, while Eupraxia is assembling the…

Tag: healthcare investing

Amwell’s Quietly Compounding Digital-Care Story Is Getting Harder to Ignore -( $AMWL )

AI, Bond Yields and Big Bets: Why the Bull Case Is Getting More Selective -( $GOOG $NVDA )

Eupraxia Pharmaceuticals: A Precision Bet on Making Food Enjoyable Again – Meet CEO At The Tribe Event – Friday, August. 21-( $EPRX $REGN $SNY $TAK )

Heartflow’s AI-Cardiology Moment Arrives as Consumer Cyclicals Catch Their Breath -( $AMWL $HD $HTFL $LOW $TGT $WMT )

Fortell’s AI Hearing Aid Could Turn a Staid Medical-Device Category Into a Premium Technology Market -( $BLFY $GNNDY $GOOGL $NVDA $SONVY )

Biotech’s Bullish Blueprint: Jazz Pharmaceuticals Buys Actio For ~$1.3B, While Eupraxia Builds for Scale -( $EPRX $JAZZ $XBI )

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