Develop minimally invasive medical devices for chronic obstructive pulmonary diseases. Offer the Zephyr Endobronchial Valve for treating severe emphysema. Now — the numbers.
The company is still in the product-building phase: its spending runs far above its sales. That only changes once the product starts selling at scale.
Average growth of 17% a year over the last 4 years. Red columns mark years that ended in a loss.
Before the clock runs out, either sales must climb sharply or new money must come in. This is the most critical line in the whole picture.
We compared this company with its own sector across five subjects.
A score of 50 means class average.
Clearly below the class average.
Clearly below the class average.
The price isn’t cheap next to earnings — that’s why this grade sits in the middle.
There is growth, but not at top-of-the-class tempo.
Clearly above the class average — a step short of the very top.
Financial Strength: The cash-and-debt balance is thin; the buffer for hard times is slim.
Business Quality: Profit power and business quality trail similar companies in the sector.
An investor who bought at the very peak is down 96% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.
Over the last 4 years, sales grew about 17% a year on average.
Sales run at $90.5M a year. A small number, but proof the product has real buyers.
It met or beat analyst expectations in 8 of the last 8 quarters — consistency is a promise kept.
A loss of $54.0M against $90.5M in annual sales.
At the current pace of spending, the cash lasts about 1.3 years. After that, the company needs to find new money.
Over the last 12 months, executives reported 40 sells against just 13 buys. Not an alarm bell by itself, but a number worth watching.
On our five-subject report card, LUNG sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”
The takeaway: LUNG is a high-risk stock — not yet profitable, and its future rides on its product catching on.
The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.
Analysts’ average target sits above today’s price, yet the valuation grade (54/100) says the stock isn’t cheap.
Not covered, because the filings we hold do not carry it: the revenue breakdown.