Natu the $IMDX Schizo

Retail investor.

Portfolio size sub $400K, and I concentrate in hopes to build wealth.

Core holdings: $IMDX, $NLH.v, $STAA, $DCM.to

[Natu the $IMDX Schizo @Psych_Bags]

My favorite stock to buy heading into 2026 is Insight Molecular Diagnostics $IMDX 🧬🧪. If you're looking for more information about the opportunity, my pitch is below:

[Natu the $IMDX Schizo @Psych_Bags]

@J_Pattyy The story just doesn't add up for such a commoditized product imo. Is it something with the geographic locations of new data centers that inhibited them before?

[Natu the $IMDX Schizo @Psych_Bags]

$OESX Really too bad FY27 implies a flat top line. If data center capex continues to exponentially grow, why not their LEDs, too? I don't know enough about mgmt to guess if they're sandbagging. Shelf at $14 to pay for the Voltrek payouts lol... EPS "should" do well from here

[Natu the $IMDX Schizo @Psych_Bags]

Huge morning for Dx companies

[Natu the $IMDX Schizo @Psych_Bags]

Sit down, be humble!

[Natu the $IMDX Schizo @Psych_Bags]

$ABVX

[Natu the $IMDX Schizo @Psych_Bags]

$ABVX

[Natu the $IMDX Schizo @Psych_Bags]

It wouldn't have been enough for me to invest in NLH.v because the team has dealmaking experience, can litigate, or that the industry has "tailwinds". Those are great now, but it wasn't until they proved that they could grow without diluting that sizing up made sense to me

[Natu the $IMDX Schizo @Psych_Bags]

I wonder how Redishred/VRC has been doing. There's so much nuance when investing in rollups, especially with our position as minority equity holders

[Natu the $IMDX Schizo @Psych_Bags]

Anyways, my point is that newly listed roll-ups need the same level of scrutiny. I dont have anything against RMB.v or CCDS.v personally, just be realistic about what their OCF runrate implies for dilution and sentiment

[Natu the $IMDX Schizo @Psych_Bags]

@a1b1c67eudhhd sufficiently leveraged for my personal risk tolerance

[Natu the $IMDX Schizo @Psych_Bags]

Portfolio Dec '24: CTZ.v, STAA, https://t.co/V1VpCpYHHX, TBTC, FNMA/S

[Natu the $IMDX Schizo @Psych_Bags]

Portfolio May '26: IMDX, NLH.v, STAA, ABVX https://t.co/igED7lyfwU

[Natu the $IMDX Schizo @Psych_Bags]

Portfolio Apr '26: NLH.v, IMDX, STAA, RPID, FNMA

[Natu the $IMDX Schizo @Psych_Bags]

My biggest paranoia is around the manufacturing and physical QC since that's outsourced, but Luciano's presentation highlighted only a couple assays that didn't function, so worst case the center uses another strip I'd think

[Natu the $IMDX Schizo @Psych_Bags]

$IMDX a fun schizo thought I had tonight was extrapolating the pricing comment on the 1Q letter. Josh/Andrea wouldn't just include 200 for no reason, and lines up with the top 100-150 in the US and 50 across Europe

[Natu the $IMDX Schizo @Psych_Bags]

Using the napkin math of $1M/center shows it's not hard to get to the $100M runrate existing '27, but just seems so preposterous to where we are today. I'm still cautious and won't average up until approval, though, as I would've expected more than just a few IQ orders by now

[Natu the $IMDX Schizo @Psych_Bags]

@jjball1313 Yeah I use quartr's app for them

[Natu the $IMDX Schizo @Psych_Bags]

$STAA I'm surprised Warren and Deb opted to talk with Tom again after last year's Stifel conference. What a douchebag. "I know you haven't given guidance but..." like come on man, trying to shift blame for garbage forecasting

[Natu the $IMDX Schizo @Psych_Bags]

$CCDS.v never had I ever had my comments "muted" by the board before 🚩🚩🚩No wonder Paul hasn't made an SCD interview with them yet

[Natu the $IMDX Schizo @Psych_Bags]

@johnn355 @johnkmason

[Natu the $IMDX Schizo @Psych_Bags]

@unemon1 Yeah, IL-23 and TNF-alpha blockers 😵🤨