| Company | Written | Reception score | Our prediction |
|---|---|---|---|
| Beamtree | 14/30 | Beamtree will announce a new paid contract for AI-assisted coding by February 2027 | |
| ResMed | 24/30 | The FDA will approve the AD109 sleep apnoea pill, and CPAP will stay the standard treatment for moderate to severe cases | |
| Nanosonics | 23/30 | CORIS will be in use at 20 to 30 customer sites by June 2027 |
Reception scores run out of 30 and measure how far a technology has been taken up by the hospitals and clinicians that have to adopt it. Each prediction is marked right or wrong once it resolves. A reception score is not a rating of a company's shares, and nothing here is financial advice.
AI tools can now draft the codes that decide what a hospital is paid, and the payers who rely on those codes need a check that sits outside the tool. Beamtree already sells that check, and its small balance sheet is the main obstacle to the long contracts a checker needs.
Weight-loss drugs, smartwatches and a sleep apnoea pill are all reaching the patients ResMed treats. We expect the first two to send more people into ResMed's funnel than the pill takes out of it, and the FDA's decision on the pill in February 2027 is the first test.
A technician still cleans the inside of every endoscope with a brush pushed by hand. Nanosonics has built CORIS to do that step by machine, and its first machine, trophon, shows how long a change like this takes and what it waits for.
understanding.today is an independent publication.
We study how new technologies are received by the institutions and people that have to adopt them.
A technology can look promising in the laboratory for years before hospitals create a line item for it and clinicians change their routines around it. Our research follows that reception by tracking promising companies and analysing them through this lens.
Each company note ends in a reception score out of 30 and a dated prediction. The tracker on the front page keeps every score beside its prediction and marks each prediction right or wrong once it resolves, so our record stays public.
A reception score measures the adoption of a technology. The score is not a rating of a company’s shares, and nothing we publish is financial advice.