Month: April 2021

Surgalign – Cheap Spine Implants Turnaround Opportunity

*PF for 1/28/21 cap raise Thesis SRGA is a cheaply valued turnaround story trading below comps with significant upside. Assuming just a return to median EV/sales of the industry would result in a ~4x higher EV/share price. ATEC/SPNE provide clear playbook on return to growth and multiple expansion Including $42MM already paid for Holosurgical implies […]