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  • InspireMD (NSPR) Competition: Why The Problem Isn’t Fully Solved Yet

    InspireMD (NSPR) Competition: Why The Problem Isn’t Fully Solved Yet

    The “Best-in-Class” Trap: Why InspireMD (NSPR) isn’t just another stent. Before you can believe that CGuard Prime is genuinely best-in-class, you need to understand what it is actually being compared against. That is a fair ask. “Best-in-class” is one of the most overused phrases in medtech. Every company with an FDA-approved device claims it. Most…


  • What The Job Postings Told Me about InspireMD (NSPR)

    What The Job Postings Told Me about InspireMD (NSPR)

    How publicly available hiring data revealed a story the stock price hasn’t priced in Most investors read earnings reports. Some read SEC filings. Fewer read conference call transcripts. Almost nobody reads job postings. That’s a mistake. Forget the glossy earnings presentations for a second. If you want to know what a company is really doing,…


  • InspireMD (NSPR): The Stent Nobody Is Watching

    InspireMD (NSPR): The Stent Nobody Is Watching

    InspireMD (NSPR) and the quiet revolution in carotid artery stenting InspireMD (NSPR) is currently trading at 1.65. That’s 45% down from its high. While Wall Street is busy looking elsewhere, this small company just launched what might be the best carotid stent ever made. Why is the market ignoring this?  That’s the disconnect I want to explore.…