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Analyses on Merchavia Hold (4)
- March 31, 2026March 31, 2026
- Follow-up
Follow-up to Merchavia: CardiacSense after the valuation reset, real recovery or still just an option?
After the 2025 reset, CardiacSense is no longer a meaningful diversification leg inside Merchavia but a narrower live option rather than zero. There is fresh capital, lower burn, an engineering collaboration, and a product roadmap, but there is still no broad commercialization p…
- Follow-up
Follow-up to Merchavia: Did CDX really move from regulatory approval to commercial scale?
CDX has clearly moved beyond a purely regulatory story and into a commercialization phase, with PMA approval, reimbursement infrastructure, broad coverage, and an IVD-distribution path. But the evidence set still does not support the stronger claim that CDX has already reached c…
- Follow-up
Merchavia: The parent-company liquidity and dilution test
The active bottleneck at Merchavia remains the parent company: most of the current gap is already funded by related parties, the post-balance-sheet credit line is conditional and partly used, and the ITS loan is still not cash that can be underwritten. That keeps the dilution te…
Merchavia Holdings 2025: CDX’s FDA win changed the story, but not the parent’s cash reality
CDX’s FDA approval materially improved the quality of Merchavia’s main asset, but the parent still ended 2025 with very thin liquidity, negative working capital, and dependence on external funding, so the key question is not only what the portfolio is worth but whether the paren…
