Latest news with #SmartFrame
Yahoo
7 hours ago
- Business
- Yahoo
ClearPoint Neuro, Inc. (CLPT): A Bull Case Theory
We came across a bullish thesis on ClearPoint Neuro, Inc. (CLPT) on M.V. Cunha's Substack. In this article, we will summarize the bulls' thesis on CLPT. ClearPoint Neuro, Inc. (CLPT)'s share was trading at $13.93 as of 6th June. A medical doctor surrounded by advanced technology in the operating room. ClearPoint Neuro is transforming from a surgical tools provider into a critical platform company enabling the next generation of neurological treatments. In the first quarter of 2025, revenue grew 31 percent year-over-year to 8.5 million dollars, led by the rapid adoption of its SmartFrame operating room system, which increased 70 percent and allows hospitals to use ClearPoint technology in standard surgical settings. This expansion seeds a larger installed base and drives high-margin recurring revenue from disposable instruments. The biologics and drug delivery segment generated 4.7 million dollars in revenue, growing 9 percent year-over-year, and is supported by more than 60 active partnerships with gene and cell therapy developers. As these therapies move toward commercial use, ClearPoint's role as the enabling delivery infrastructure could become its most profitable revenue stream, with each procedure generating over 20,000 dollars in high-margin recurring revenue. Meanwhile, the company is intentionally moving away from capital equipment sales, which declined 63 percent, in favor of a subscription-based model that provides predictable recurring revenue. Operating cash burn fell 35 percent in 2024, with expenses rising 29 percent in the latest quarter due to targeted investments in preclinical services, therapy support, and device innovation. ClearPoint closed the quarter with 12.4 million dollars in cash and access to up to 105 million dollars in financing, providing sufficient capital to reach financial breakeven without near-term equity dilution. While risks around execution, partner dependency, and regulatory pacing remain, ClearPoint's embedded position across neurological therapy development offers investors a unique opportunity to benefit from a long-term transformation into the backbone of next-generation brain treatments. Previously, we highlighted a on ClearPoint Neuro from northeasternsvf in January 2025, which emphasized its unique position as the only FDA-cleared, MRI-guided neurosurgical platform enabling precise delivery of CNS gene and cell therapies. That thesis focused on the company's expanding biopharma partnerships, operating room penetration through SmartFrame OR, and its path to profitability via high-margin disposables. ClearPoint Neuro, Inc. (CLPT) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 21 hedge fund portfolios held CLPT at the end of the first quarter which was 13 in the previous quarter. While we acknowledge the risk and potential of CLPT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than CLPT but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
NZ Herald
30-04-2025
- Automotive
- NZ Herald
All Blacks land Toyota sponsorship, replacing Ineos on training kit
All Blacks perform the haka ahead of the their end-of-season tour match against Italy last year. Photo / SmartFrame The All Blacks have flexed their brand power by signing what is likely to be a multimillion-dollar agreement with Toyota to enable the Japanese vehicle manufacturer to put its name on the national team's training kit. The naming rights to the All Blacks' training kit were
NZ Herald
28-04-2025
- Sport
- NZ Herald
Super Rugby Pacific: Blues winger Mark Tele'a hit with three-week suspension
Blues winger Mark Tele'a tackles Reds Tim Ryan during the Reds v Blues, Super Rugby Pacific match. Photo / SmartFrame
The Independent
03-03-2025
- Business
- The Independent
The best window installers and how to choose between them
If it's time for a new set of windows for your home, we're here to answer all your questions on double glazing work and guide you through the best window installers in the UK. When it comes to replacing or upgrading your windows with double glazing, you have a choice of local and national operators. Make sure to gather a number of quotes to get the best price. Coral Windows was established in 1990 by managing director John Valente, and as such it's one of the longest continually operating firms on our list. The family-run company covers the Yorkshire region and has its own security technology called SmartFrame, which detects intrusions. Coral is notable for not taking a deposit on work. Founder John says: 'Whether we do a £4k window job or £50k conservatory or extension, we do not take one penny of deposit. The customer sees the product before they part with a penny. We are family run, and have survived several recessions and covid.' Britelite Windows Another long-established firm, Britelite has more than 50 years of experience fitting windows, doors and conservatories. It covers the south-east of England. It has Which? Trusted trader status as the company says Chairman Dominic Baxter regularly reads customer reviews in order to keep service levels high. First Home Improvements has some of the broadest coverage of England and roots going back to the 1970s, although the company's current iteration was founded in 2008 through a management buyout of the previous owners. The company offers a generous 12 year guarantee. Clearview Windows Trustpilot rating: 4.4 Area covered: The northwest of England including N. Wales, West Derbyshire, South Lakes Founded: 2008 Guarantee: 20 years on products (roofs and PVC frames doors & glass), 10 years on aluminium and building work Best for: Best guarantee and plenty of awards North West-focused Clearview has a decent Trustpilot rating and a generous 20 year guarantee on many of its products. The firm is proud to have won the Glass & Glazing Federation Installer of the year award for 3 consecutive years. The first national company on our list and the longest-running, Anglian was founded in 1966. It's changed hands several times since then and is now owned by a private equity firm, Alchemy Partners. The company covers all of Britain and offers blinds and conservatories as well as windows, doors and porches. Anglian offers to match uPVC window prices. Famous in North West England for its quirky TV adverts fronted by medieval garb-clad Jeff Brown, who offered regular buy-one-get-one-free deals to customers, and later ones featuring former England goalie David Seaman, Safestyle collapsed into administration in 2023, blaming high costs and weak demand. It was bought by rival Anglian, but the collapse left some customers with worthless guarantees. Under its new ownership it offers very similar services to Anglian, with a 10 year guarantee and broad coverage of the UK. Everest is one of the more famous names on our list, thanks to a couple of TV campaigns in the 1980s and 2000s showcasing its windows at the Tan Hill Inn, the highest pub in Britain. But the company has had a recent troubled history, going into administration in 2020 in the wake of Covid lockdowns and then again in 2024. It is now owned by Anglian. Its financial troubles left some customers unable to cancel orders and with worthless warranties, although purchases made just before the collapse were fulfilled by its new owners.
