Conviction
1 → 0
Conviction○○○○○0 of 5
Research target$156Snapshot target
Thesis statusNEEDS_MORE_DATALast reviewed 7/8/26
Market cap8.10BSnapshot value
Research history
See all ATR changes ↗What changed
Target
— → $156
Last reviewed
Not reviewed → 7/8/26
Conviction
3 → 0
Target
$155.78 → $156
Target
— → $155.78
Drug delivery devices: nasal, pulmonary, injectable. US-listed access to the delivery-device node. Less pure than WST/STVN but diversified across delivery modalities.
Biologics self-administration shift driving device demand; GLP-1 device attach rate; nasal/pulmonary drug delivery growth; connected device adoption.
Segment dilution (broader dispensing/closure businesses); less direct GLP-1 exposure than WST/STVN; competitive pressure in delivery devices.
needs X/Reddit sentiment sweep
Snapshot · 7/8/26🟢 Lean-Bull · ins-$1.6M · 13F 16+/8- · short↓0.27
Snapshot · 7/8/26