A Primer on SenesTech

Have the shares fallen too much?

Looking for stocks that have been taken to the cleaners in this brutal environment, creating an irrationally low stock price. We're not quite there yet, but we keep a close eye on this one.

• Unique, patented solution.

• Potentially huge, domestic and global market TAM, although tariffs are likely to complicate the latter to some extent.

• While initial signs are very encouraging, the efficacy of Evolve could still disappoint.

• The tapering off of the legacy product is depressing growth but that will soon wear off while it does expand gross margins.

• OpEx is, surprisingly for a company in the early innings of growth, falling in dollar terms, creating the potential for steep operating leverage.