The YouTuber identifies Vmed Healthcare as the largest specialized provider of ventilation in the U.S. home respiratory market, focusing on the COPD niche. The market is expected to nearly double by 2028, driven by an aging demographic. VMD's sales grew 64% last year, with 20% in the most recent quarter, and a significant portion of its revenue comes from recurring streams. Analysts have an average target of $13, more than double the current share price.
“VMD is the largest specialized provider of ventilation in the U.S. home respiratory market focusing on those copd niche.”