HROW Harrow Health (HROW): Honig-Tied Reverse Merger Just Promoted a Felon to the C-Suite
Harrow Health (HROW): Honig-Tied Reverse Merger Just Promoted a Felon to the C-SuiteDetails Link >ATRC AtriCure (ATRC): Addressing the Sell-Side Response
AtriCure (ATRC): Addressing the Sell-Side Response Details Link >PUMP ProPetro Holding Corp (PUMP): Friends & Family First at this Permian Cesspool
ProPetro Holding Corp (PUMP): Friends & Family First at this Permian CesspoolDetails Link >CYDY CytoDyn (CYDY): Where the Drugs are as Convincing as the Dreamcatchers
CytoDyn (CYDY): Where the Drugs are as Convincing as the Dreamcatchers Details Link >OTRK Catasys (CATS): Where are the Customers’ Savings? Wait, where are the Customers?
Catasys (CATS): Where are the Customers’ Savings? Wait, where are the Customers?Details Link >VBIV VBI Vaccines Inc (VBIV): If at First You Don’t Succeed, Try a COVID-19 Vaccine
VBI Vaccines Inc (VBIV): If at First You Don’t Succeed, Try a COVID-19 Vaccine Details Link >BLNK Blink Charging Co. (BLNK): You Won’t Miss It
Blink Charging Co. (BLNK): You Won’t Miss It Details Link >KIDS OrthoPediatrics Corp. (KIDS): Even Channel Stuffing Can't Save This Company
OrthoPediatrics Corp. (KIDS): Even Channel Stuffing Can't Save This CompanyDetails Link >SOS SOS Ltd (SOS): Nothing to Save Here
SOS Ltd (SOS): Nothing to Save Here Details Link >ATER Aterian (ATER): Bought from Felons & Fraudsters, Sold to You
Aterian (ATER): Bought from Felons & Fraudsters, Sold to You Details Link >LMFD LifeMD Inc. (LFMD): Redwood Redux at RexMD
LifeMD Inc. (LFMD): Redwood Redux at RexMD Details Link >CLSK CleanSpark, Inc. (CLSK) - Back to the Trash Can
CleanSpark, Inc. (CLSK) - Back to the Trash CanDetails Link >DATS DatChat, Inc (DATS): By Scammers, For Scammers
DatChat, Inc (DATS): By Scammers, For ScammersDetails Link >AMTX Aemetis, Inc. (AMTX): Pouring Fuel on a Dumpster Fire
Aemetis, Inc. (AMTX): Pouring Fuel on a Dumpster FireDetails Link >CORZ Core Scientific, Inc. (CORZ): Rigged Deals
Core Scientific, Inc. (CORZ): Rigged DealsDetails Link >PLL Piedmont Lithium (PLL): A "Made in America" Promotion
Piedmont Lithium (PLL): A "Made in America" PromotionDetails Link >VERU Veru Inc (VERU): Trials and Errors
Veru Inc (VERU): Trials and ErrorsDetails Link >NRGV Energy Vault (NRGV): Gravitational Pull to Zero
Energy Vault (NRGV): Gravitational Pull to ZeroDetails Link >XMTR Xometry, Inc. (XMTR): the Pets.com of Manufacturing
Xometry, Inc. (XMTR): the Pets.com of ManufacturingDetails Link >We are short Xometry, Inc. (“Xometry”, “XMTR”, “the Company), a 2021 IPO and holdover from the era of VC fueled delusions of grandeur. We think Xometry’s unviable business case is unraveling, and we expect shares to trade lower as the Company’s manufactured narratives crumble.
TMCI Treace Medical Concepts Inc (NASDAQ:TMCI): Screwed
Treace Medical Concepts Inc (NASDAQ:TMCI): ScrewedDetails Link >We are short Treace Medical Concepts Inc (“TMCI”, “Treace”, “the Company”). Treace makes itself out to be an innovative MedTech business “driving a fundamental shift in the surgical treatment of Hallux Valgus” (i.e., bunions) through its triplane Lapidus fusion (i.e., “Lapiplasty”) kits. Our view is that Treace’s primary innovation has not been in any sort of medical advancements, but in aggressive reimbursement practices and deceptive DTC marketing. We view these business drivers as problematic and self-defeating, as insurers appear to have begun placing Lapiplasty procedure reimbursements under scrutiny while customer complaints about misleading claims from Treace are mounting.