Catalyst intelligence · independently researched · Public releaseNew Jersey · Eastern Time
NLTHE NKENGBEZA LEDGERby Nyochembeng Nkengbeza
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Thesis tracker

Conviction requires accountability.

One dated record per published thesis, linked to its current publication and change history. Theses being prepared remain separate from published records until publication.

CompanyPublished thesis / preparing questionStatusPublishedRecord
McKessonNYSE: MCKMcKesson Precision Medicine Group: Can a $2.25 Billion Specialty Acquisition Extend an Uneven Mix Shift?PublishedSubscriber previewAug 27, 2026View dated historyIntuitive SurgicalNASDAQ: ISRGIntuitive Surgical: da Vinci 5 Fleet Conversion and Recurring-Economics Condition ReportPublishedSubscriber previewAug 27, 2026View dated historyHCA HealthcareNYSE: HCAHCA Healthcare: Q2 Utilization Growth Was Real, While Recurring Medicaid Economics Remain UnresolvedPublishedSubscriber previewAug 27, 2026View dated historyDexcomNASDAQ: DXCMDexcom Stelo: Can the Reimagined App Convert Proven Demand Into Durable Use?PublishedSubscriber previewAug 27, 2026View dated historyDexcomNASDAQ: DXCMDexcom G7 15-Day: Can Installed-Base Conversion Produce Durable Margin Expansion?PublishedSubscriber previewAug 27, 2026View dated historyCencoraNYSE: CORCencora: The Medicare GLP-1 Bridge Is a Real Access Catalyst; Cencora Capture Stays UnprovenPublishedSubscriber previewAug 27, 2026View dated history