DKI adds a new US Healthcare pick to their portfolio
Report by Deep Knowledge Investing
Working with the same physicians and advisors that led them to Shockwave Medical and a huge exit (>70% in under 4 months), DKI has found another single product company with extremely high revenue growth. They believe that the product is safer for patients and saves Medicare, Medicaid and insurance companies 75% vs. the treatments that are the current standard of care. Like Shockwave, they expect the company to be acquired. DKI's model shows a potential opportunity to make 4-5x their investment in the next 3-5 years.