SMLR - Semler Scientific: A Little Gem Of A Company
Semler Scientific (SMLR) was on a tear with a simple device and a smart business model generating tremendous margins and cash flow, but this got interrupted by the pandemic. We think this is temporary, and the company is well positioned to weather the storm.
The company has developed a simple test, QuantaFlo which can assess whether people suffer from PAD (Peripheral Arterial Disease) through a combination of measuring blood flows and proprietary diagnostic software, which addresses a very important diagnostic problem (10-K):
Undiagnosed vascular disease of the legs has been called a major