Subject: Re: Coloplast (CLPBY)
always have watched the non-drug healthcare space.
several others are falling, and each w/ unique hair...not an overall anti-vibe.

veeva (AI fear)
insulet (killed by glp1, despite killing competitors even more)
coloplast (debt, woundcare flop, reimbursement)


on the flipside:
pro-dex (hype phase of auto robo knee replacement)