Research Notes: Semler Scientific Looks Tempting After 48% Plunge

In this uneven market, big plunges can be buying opportunities. For SMLR, however, that doesn't appear to be the case.

📍 TL;DR

• SMLR has been halved in a week amid key changes surrounding insurance reimbursement.

• There’s a case to buy the dip, given a fortress balance sheet and the possibility that the core QuantaFlo product provides enough value on its own.

• History suggests stepping into these declines can be profitable. But it seems too difficult to jump into SMLR just y…