Company Interview / The small cap breathing fine despite tariffs

Marjan Mikel of Respiri states that developments in US health policy and international trade support their commercial strategy. Marjan mentions enthusiasm from figures like RFK Jr for tech advancements in healthcare, including AI and virtual health, as beneficial for improving care delivery.

Marjan highlights Respiri's unique position with a connected care business model that provides remote monitoring for chronic diseases. The company offers a turnkey solution, aligning with remuneration structures such as fee-for-service and value-based models, allowing healthcare professionals to focus on their core competencies.

Despite potential tariff issues, Respiri's inventory of their Wizo device is secured, avoiding immediate impacts. Marjan focuses solely on the US market due to strategic frugality and highlights that remote patient monitoring is reimbursed by CMS, benefitting both Respiri and their client providers.