DraftKings Inc. (DKNG)
Pitch Summary: DraftKings is the pure-play leader in U.S. online sports betting and iGaming, entering a new phase of profitable growth while still gaining market share. Handle continues to grow in the mid-teens across both mature and newer legalized states, reflecting deepening engagement and long-tail adoption. iGaming remains underpenetrated—legal in only 7 states versus 30 […]
MDxHealth (MDXH)
Pitch Summary: MDxHealth is a commercial-stage diagnostics platform focused on urology, with ~85% of revenue from tissue-based prostate cancer tests (ConfirmMDx and GPS) and the balance from liquid tests (ResolveMDx UTI, SelectMDx pre-screen, and new Germline). Management guides 2025 revenue to $108–110m (+20–22% y/y) after 16 straight quarters of 20%+ growth, and expects to hit […]
