EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Healthcare alpha generation

Healthcare

Channel Dynamics

Channel Dynamics has built a strong record of HC alpha generation by leveraging deep channel checks with private company experts and providers. Over the past 12+ months, their calls have consistently delivered meaningful relative alpha from report release through earnings, ahead of major stock moves including: UnitedHealth (flagged negative MLR inflection and UNH exposure before disappointing earnings and stock collapse); DexCom (called negative inflection in DME performance before turning back positive on DME relationship improvements and G7 market share gains); Align (correctly predicted Q/Q shifts in clear aligner and capital equipment purchasing trends); Penumbra (called positive DVT market growth trends and PEN market share gains in DVT, PE and Neuro Segments); and Dentsply Sirona (flagged worsening product/vendor performance and further deterioration from tariff impacts).

Edition: 220

- 19 September, 2025


Align Technology (ALGN)

Healthcare

Abacus Research

Abacus' 40-page initiation report finds the market is too bearish - 2022 is an anomaly. ALGN's business model and competitive position have not been impaired. Downgrades were part of the pandemic dislocation and management’s over-optimism. ALGN’s near monopoly position unlikely to change (the D2C model has basically failed and Abacus cannot see any way for it to be revived). Forecasts earnings to grow at a 30% CAGR from 2022-25 driven by a recovery in revenue growth and operating margins. Forward P/E is below historical average and low relative to peers; sees ~80% upside over next couple of years (TP $514).

Edition: 142

- 19 August, 2022