This morning our Head of Research Colin Smith initiated coverage 📓 of Polarean (LSE: POLX).
Despite initial FDA approval and grant of the requisite reimbursement codes, investor confidence in #POLX is low, as reflected in the current share price. However, revenue growth is already accelerating and is set to go hyperbolic as Polarean’s Xenon MRI platform meets a large unmet clinical need that cannot be satisfied by other methods.
Crossing the bridge to profitability will require additional funding but there is a cash runway through 1Q26. Polarean has potential upside many times its current market cap, we calculate, based on observable deal metrics and our NPV analysis, while the valuation is so low, it could attract take-over interest, we believe.
The purpose of AIM-listed Polarean is to revolutionise pulmonary medicine through direct visualisation of lung function, thereby radically improving patient care.
You can read the full note below or on our portal: https://lnkd.in/e6BWF_iM
#Research #Equities #UKEquities #AIM #investmentresearch #healthcare #LungMRI #PulmonaryImaging #XenonMRI #AdvancedDiagnostics
Turning Visions into Value™
2moWell done Murali Srivathsa