Raysearch: Laser Focused

109 Views23 Apr 2026 08:21

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SUMMARY

Oncology software provider RaySearch ($RAYB.st) is down almost 50%, caught in the middle of the selloffs in Software and in Swedish healthcare stocks, and with Iran war volatility on top.
I believe that this has provided us with one of the most attractive opportunities I’ve ever covered here and I want to go into some depth about their product, and more importantly their interesting competitive position within their markets.
While the market is worried about AI disruption, I believe their product has significant barriers to entry that protect it from the issues most software companies are facing, while holding a near-monopoly position in one of the fastest growing corners of oncology.

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