u/zbern

Author is long KRMD, a micro-cap med-tech whose mechanical infusion pumps dominate subcutaneous immunoglobulin therapy and are expanding into new biologic indications. The core claim is that Medicare's push toward at-home care creates a tailwind for KRMD because its pumps make at-home treatment safer and cheaper; stated catalysts include FDA 510(k) clearance for RYSTIGGO and a submitted 510(k) for Phesgo in HER2-positive breast cancer. Author cites 22% 2025 revenue growth, 61-63% gross margins, positive operating cash flow, ~6x P/S and expects positive EPS by 2026/2027. Valuation is noted as not 'bargain bin,' the closest stated risk.