Apr. 19 at 9:18 PM
$OSCR is the MOST asymmetric opportunity in the entire health sector right now, and here's why:
Similar to
$HIMS lately,
$OSCR has been basically valued as a dead company when ACA extensions where cancelled.
$OSCR did
$11B in revenue in 2025, the business is valued at roughly
$4B as sentiment hit an extreme low.
- Now
$OSCR is guiding for 60% revenue growth YoY.
- Gaining marketshare as competitors leave the market.
- Return to profitability and improving margins thanks to AI.
But the market hasn't caught up.
$OSCR is currently trading at a 13x NTM P/E.
This is what you see a company with 0% growth trading at, not a business that guides for higher growth than
$PLTR or
$NVDA.
Even the CEO has started buying massive amounts of shares with his own money.
The disconnect between price and fundamentals is absurd.
