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MedTech Long '25: Neuromodulation & Neurotechnology Devices
9 tickers · $4.38B total market cap
Group: MedTech Long
This basket is exposed to the growing clinical and policy momentum around non-pharmaceutical neurological treatment, supported by RFK's emphasis on brain health, chronic care, and drug alternatives. With Trump-era CMS boosting Medicare Advantage payments and regulatory fast-tracking of breakthrough neurotechnologies, these companies are well-positioned to capitalize on demand for nerve repair, brain stimulation, seizure intervention, and neuro-oncology applications.
MedTech Long '25: Neuromodulation & Neurotechnology Devices tracks 9 publicly listed stocks in this theme: ANGO, ARAY, AXGN, BVUS, BWAY, CVRX, NPCE, OBIO, STIM. See the constituent table for details.
Thesis update: 2025-04-14
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
AxoGen, Inc.AXGN | 04/28/2026 (AMC) | 04/28/2026 (AMC) | -1.85% | 6.04% | 31.63% | 2.20% | $2.27B | 11.1111 |
BrainsWay Ltd.BWAY | 03/11/2026 (BMO) | — | 8.10% | — | 8.37% | — | $584.0M | 11.1111 |
NeuroPace, Inc.NPCE | 05/12/2026 (AMC) | 05/12/2026 (AMC) | -1.66% | 0.89% | 16.18% | 0.25% | $540.4M | 11.1111 |
AngioDynamics, Inc.ANGO | 04/02/2026 (BMO) | 04/02/2026 (BMO) | -17.46% | -13.65% | 9.34% | 10.96% | $472.7M | 11.1111 |
Orchestra BioMed Holdings, Inc.OBIO | 05/12/2026 (AMC) | 05/12/2026 (AMC) | -4.11% | 3.84% | -3.33% | -1.48% | $239.5M | 11.1111 |
CVRx, Inc.CVRX | 05/11/2026 (AMC) | 05/11/2026 (AMC) | -13.01% | -22.84% | 39.80% | 14.04% | $158.8M | 11.1111 |
Neuronetics, Inc.STIM | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -0.74% | -5.45% | 49.63% | -38.22% | $82.1M | 11.1111 |
Accuray IncorporatedARAY | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -18.05% | -36.96% | -22.58% | -1.45% | $34.0M | 11.1111 |
Visa Inc.BVUS | — | — | — | — | — | — | — | 11.1111 |
| Average | -6.10% | -9.73% | 16.13% | -1.96% | $547.7M | 11.1111 | ||
| Median | -2.98% | -5.45% | 12.76% | 0.25% | $356.1M | 11.1111 | ||
| Std Dev | 8.60% | 14.60% | 22.10% | 15.86% | $680.1M | 0.0% | ||
| Min | -18.05% | -36.96% | -22.58% | -38.22% | $34.0M | 11.1111 | ||
| Max | 8.10% | 6.04% | 49.63% | 14.04% | $2.27B | 11.1111 | ||
| % Positive Tickers | 12.50% | 42.86% | 75.00% | 57.14% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.