Savvy Trades and Investments

[wadegarret]

IART down 15% since solid Q4

Unreal, as IART went down from $75 to $20 because of quality control issues. At the beginning of the quality control issues, when the Boston Factory tissue devices were recalled, the company was making $3 in eps. Now, over 3 years later, with the quality control issues getting fixed, eps guided for $2.50 for 2025, and the Boston tissue devices slated to be back online at the new Bambridge MA factory in 2026, the stock is still acting like bankruptcy is a real concern. I don't get it. Another super risk/reward, as if IART gets the quality control issues in check into 2026, and the 2 high margin tissue devices come back in 2026, I could see eps of $3.25 to $3.50+ in 2026, and using the PE from 2021 of 25, would take the stock to around $85+. I look forward to IART continuing to show progress in gaining investor confidence, so the valuation can get back to what it was in 2021 of a 25 PE going forward, vs the 8.5 PE going forward at present !