Semler Scientific Inc
NASDAQ:SMLR
Semler Scientific Inc
Semler Scientific, Inc. engages in the provision of technology and software solutions to improve the clinical effectiveness of healthcare providers. The company is headquartered in Santa Clara, California and currently employs 124 full-time employees. The company went IPO on 2014-02-27. The firm develops, manufactures, and markets products and services that assist its customers in evaluating and treating chronic diseases. Its vascular testing product, QuantaFlo, measures arterial blood flow in the extremities to aid in the diagnosis of peripheral arterial disease (PAD). QuantaFlo is a four-minute in-office blood flow test. Healthcare providers can use blood flow measurements as part of their examinations of a patient's vascular condition, including assessments of patients who have vascular disease. The company also has a distribution arrangement for the United States, including Puerto Rico, to distribute Insulin Insights, a software solution designed to provide insulin dosing recommendations to clinicians for the adjustment and maintenance of blood. The firm's customers for QuantaFlo include insurance plans, physician groups, and risk assessment groups.
Semler Scientific, Inc. engages in the provision of technology and software solutions to improve the clinical effectiveness of healthcare providers. The company is headquartered in Santa Clara, California and currently employs 124 full-time employees. The company went IPO on 2014-02-27. The firm develops, manufactures, and markets products and services that assist its customers in evaluating and treating chronic diseases. Its vascular testing product, QuantaFlo, measures arterial blood flow in the extremities to aid in the diagnosis of peripheral arterial disease (PAD). QuantaFlo is a four-minute in-office blood flow test. Healthcare providers can use blood flow measurements as part of their examinations of a patient's vascular condition, including assessments of patients who have vascular disease. The company also has a distribution arrangement for the United States, including Puerto Rico, to distribute Insulin Insights, a software solution designed to provide insulin dosing recommendations to clinicians for the adjustment and maintenance of blood. The firm's customers for QuantaFlo include insurance plans, physician groups, and risk assessment groups.
Bitcoin Holdings: Semler Scientific now holds approximately $586 million in Bitcoin, with 5,021 Bitcoin accumulated as of July 31, 2025.
Q2 Financial Results: Reported second quarter revenue of $8.2 million and net income of $66.9 million, or $5.04 per diluted share.
Undervalued Stock: Management believes the company's stock is significantly undervalued compared to fundamentals, citing a 1.7x annualized PE ratio.
Leverage & Strategy: Semler aims to use free cash flow and intelligent leverage to amplify Bitcoin exposure, with a target of 105,000 Bitcoin by the end of 2027.
Healthcare Business: Despite headwinds, generated $24 million in cash in 2024 and is launching CardioVanta, a new subsidiary focused on cardiac health.
Capital Markets Activity: Issued 4.1 million shares for $156.6 million in Q2, and an additional 1.1 million shares for $47.8 million after quarter end.
Yield & Gains: Achieved a 31.3% Bitcoin yield year-to-date through July 31, translating to an $84 million dollar gain.
