Full Cliff Note #107- Themes: Medical Device – New FDA-Approved Products and Business Model Change Expands Market By 600% – Approaching Profitability and 40% Per Year Revenue Growth For Next 4 Years

A Rare Multi-Bagger Medical device set up. Our new biotech analyst gives us the thumbs up.

On 01/31/2025 we released a short version of why we added the stock to the Microcap Quality Index (MSMqi). We call these Cliff Note Briefs. Now we are about to publish a comprehensive Cliff Note. What is great about this company is that it is outside the current macroeconomic chaos. It is not impacted by tariffs and the changes in U.S. policies by the Trump administration.

Fast Pitch: The company is a leading dermatological medicine company specializing in advanced skin restoration solutions. Its flagship product has revolutionized the treatment of skin defects by enabling clinicians to promote rapid healing with reduced donor site morbidity compared to traditional skin grafting methods.

“Skin grafting wound care focuses on ensuring the transplanted skin integrates successfully and the overall wound heals properly.”

***Our initial research indicates that this company is highly differentiated, has regulatory protection and has limited direct competition. This is supported by our NEWLY HIRED biotech analyst, whose findings we have included as an appendix to this cliff note.***

Recent FDA approvals, an expanding product portfolio that increases the company’s total addressable market by 600%, and a strong financial outlook projecting significant revenue growth and imminent profitability present a compelling reason to include the stock as a high-risk addition to our Microcap Quality Index (MSMqi).

Valuation multiples could start to approach 10x revenue (currently at 2x) once profitability is achieved, over the next few quarters.