A very high-risk, high-reward investment with an 'extraordinarily cheap' valuation. It has a monopoly product, but its success is entirely dependent on overcoming major reimbursement risks from Medicare/CMS.

Cited as a more compelling alternative to SMTI, with much higher predicted growth (120%-180%) and appearing cheaper on the host's key valuation metric (EV/GP/RG of 0.03-0.04).

The recent price drop is seen as an opportunity, as the company is executing well with strong financials (high growth and margins). The long-term bull case rests on its ability to expand its treatment's approval for more common liver cancers over the next 5-7 years, which would massively increase its addressable market.

The speaker is very bullish, viewing the recent sell-off as a buying opportunity. The company is considered 'dirt cheap' with a valuation metric (EV/GP/RG) of 0.04, 22% quarter-over-quarter revenue growth, and a Rule of 40 score of 160.

The speaker is bullish, viewing the recent price drop as a buying opportunity. The company has a high-margin (86%) FDA-approved product and is a platform technology with potential expansion into other cancers, making it a long-term hold with a cheap valuation (3x forward revenue).