Added to YB: 2026-08-17
Pitch date: 2026-08-13
QTRX [bullish]
Quanterix Corporation
-9.44%
current return
Author Info
Investing w/ Martin is a former poker pro. Now I split my time between programming and investing. Switched from indexing to active mid-2022. Beat SPY every year since. Returned 30% in 2023, 71% in 2024, and ~35% YTD. I run an 85% net long/short book atm. Sign up for the newsletter.
Company Info
Quanterix Corporation, a life sciences company in North America, Europe, the Middle East, Africa, and the Asia Pacific regions.
Market Cap
$122.5M
Pitch Price
$2.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
-1.16
P/E
-0.98
EV/Sales
0.41
Sector
Life Sciences Tools and Services
Category
value
Quanterix ($QTRX)
QTRX (added to position): Small-cap biodiagnostics at 138m mkt cap, ~100m cash, <1x tangible equity & 2026 rev guide. Fell 40% on earnings miss as inherited Akoya spatial-biology unit (weak in transcriptomics vs 10x/Vizgen) degrows. Bull case: pre-rev LucentAD Alzheimers blood test ($897 ASP, huge TAM), Tempus deal, stacked ex-Illumina/Exact mgmt (Cunningham, Gute), buyout optionality. Speculative multibagger.
Read full article (16 min)