Jul. 2 at 3:06 PM
$NVCR
A Birdseye view of this stock, it is in an excellent position, why
1)Pax is in early stage of ramping, and due to Lung failure, the expectation is quite low. This allows management to beat the expectation and do better
2) Met is on the horizon, and it is almost ignored by analyst community, not much talk during investor conference or quarterly call. However, it is a huge SAM, so another positive surprise.
3) Believe it or not, this used to be 200+ stock. Granted that it was bio-tech crazy time. But now if you look at XBI index, it is significantly outperform Nasdaq and infotech. Given the broad backdrop of biotech or med-tech, this is posed to deliver positive surprise.
