Market PositionCBLL continues to have the strongest clinical data and AI moat, both of which come from first mover advantage.
Revenue GrowthCeribell raised its FY25 revenue guidance to $85M-$88M, reflecting more than just the Q2 beat but also the anticipated continued momentum.
Supply Chain StrategyCBLL has further de-risked its supply chain by establishing a production line in Vietnam, creating supply redundancy and allowing the company to potentially benefit from more favorable trade policies.