Medtech
Integrum
Listed/Unlisted: Listed
Product area: Orthopedics
First Investment: 2021
Our long-term view: Has a groundbreaking technology in an orthopedic field, amputee implants, that hasn’t changed much since the pharaoh era. The company has a monopoly status in a niche segment in the US and where its technology has the potential to improve the quality of life for many amputees.
Occlutech
Listed/Unlisted: Unlisted
Product Area: Interventional Cardiology
First Investment: 2021
Our long-term view: Has a profitable base business within the Occluder space and, on top, structural growth case opportunities in, for instance, heart failure. The company is one of the market leaders in Europe and where the US market serves as an untapped potential for the company.
OssDsign
Listed/Unlisted: Listed
Product Area: Orthobiologics
First Investment: 2023
Our long-term view: Has demonstrated a strong uptake with its synthetic bone graft in spinal fusion, Catalyst. The company runs a focused commercialization strategy with Catalyst in the US market. Catalyst has significant peak sales potential, is scalable, and with gross margins above 90%.
Perpetua Medical
Listed/Unlisted: Listed
Product Area: Serial acquirer in the healthcare sector
First Investment: 2024
Our long-term view: Nolsterby Invest is an active owner and the re-founder of Perpetua Medical that aims to become a serial acquirer of profitable businesses within the healthcare sector. The company will apply a decentralized ownership model, where the decision-making and operations take place in independent subsidiaries. The time horizon is long-term without any explicit exit strategy and is reflected in the company name.
Stille
Listed/Unlisted: Listed
Product Area: Premium instruments and tables for surgical procedures
First Investment: 2024
Our long-term view: Stable organic growth together with potential to increase profitability margins. M&A is also integral to the company's strategy.
Diagnostics
Acousort
Listed/Unlisted: Listed
Product Area: Automated sample preparation
First Investment: 2021
Our long-term view: Has a technology platform for more automated sample preparations that can offer significant advantages over the current state-of-the-art. The key application areas are Point-of-Care diagnostics and Cell Therapy, for which both the company has partner collaborations in place.
Capitainer
Listed/Unlisted: Unlisted
Product Area: Blood Self-Sampling
First Investment: 2020
Our long-term view: In a good technology position for a more decentralized workflow in the collection of blood samples.
Devyser
Listed/Unlisted: Listed
Product Area: Genetic Test Kits
First Investment: 2023
Our long-term view: Consistent high growth with attractive gross margins over the last few years is likely to continue. A strong cash position allows for exploring the untapped US market in NGS.
Oncodia
Listed/Unlisted: Unlisted
Product Area: Advanced Cancer Diagnostics (NGS)
First Investment: 2019
Our long-term view: A proprietary and regulated software in the NGS workflow together with DNA extraction kits with established customers.
Biotech
Akiram Therapeutics
Listed/Unlisted: Unlisted
Product Area: Radiotherapeutics
First Investment: 2022
Our long-term view: Has shown excellent preclinical data with its highly specific antibody, which is attached to a radioactive substance. The target receptor is expressed on several solid tumors, including in orphan indications.
Nanexa
Listed/Unlisted: Listed
Product Area: Drug Delivery
First Investment: 2023
Our long-term view: A unique drug delivery technology that enables a more favorable dosing frequency in large therapy areas, such as diabetes and obesity. Runs de-risked clinical stage projects both on its own and together with partners.
Life Science Tools & Supplies
Peptisystems
Listed/Unlisted: Unlisted
Product Area: Instruments for synthesis of Peptide and Oligonucleotide therapeutics
First Investment: 2023
Our long-term view: Stable and potentially also structural demand in both peptide and oligonucleotide therapeutics, driven by precision medicine and efficacious drugs for large metabolic disorders (e.g., obesity).
Healthtech
Captario
Listed/Unlisted: Unlisted
Product Area: Pharma Portfolio Management
First Investment: 2018
Our long-term view: A clear solution to the problem of too low productivity in pharma portfolio management. Several Big Pharma customers provide an important validation.
Corsmed
Listed/Unlisted: Unlisted
Product Area: MRI simulation for training and education
First Investment: 2021
Our long-term view: “the flight simulator of MRI”. Has developed a proprietary software for operators to train and advance their skills on MRI machines. MRI simulation is a niche area within radiology where the company can sell through multiple distribution channels.
Encare
Listed/Unlisted: Unlisted
Product Area: SaaS tool for Implementation and Adherence to ERAS guidelines
First Investment: 2022
Our long-term view: A Healthtech company addressing a global medical need. ERAS guidelines are well established internationally by the surgical profession and where the company offers a unique tool to better implement and adhere to those guidelines.
Non-Healthcare
Younium
Listed/Unlisted: Unlisted
Product Area: SaaS Subscription Management
First Investment: 2022
Our long-term view: Enabler of better subscription management and where we see a structural growth trend in SaaS as a delivery model.
Disclaimer
We only present our own view of our holdings and we can sell our buy when ever we believe the long-term view have changed or we believe other assets offer a better return. The company above is not recommendations and we are not displaying our entire portfolio.
We are under no obligations to display our entire portfolio and take no responsibility for the investment decisions other invididuals make based on the information displayed on this website.
The page is updated as of: 2024-04-12
Nolsterby Invest
Long-term investor in the Healthcare sector