What Creates a Long-Term Growth Opportunity for ClearPoint Neuro (CLPT)?

In its third-quarter 2025 investor letter, Minot Light Capital Partners highlighted stocks such as ClearPoint Neuro, Inc. (NASDAQ:CLPT). ClearPoint Neuro, Inc. (NASDAQ:CLPT) is a medical device company that focuses on the development of platforms for performing minimally invasive surgical procedures. The one-month return for ClearPoint Neuro, Inc. (NASDAQ:CLPT) was -1.58%, and its shares lost 8.50% over the last 52 weeks. On December 23, 2025, ClearPoint Neuro, Inc. (NASDAQ:CLPT) stock closed at $14.37 per share, with a market capitalization of $427.483 million.

Minot Light Capital Partners stated the following regarding ClearPoint Neuro, Inc. (NASDAQ:CLPT) in its third quarter 2025 investor letter:

"ClearPoint Neuro, Inc. (NASDAQ:CLPT): ClearPoint is a company that provides both hardware and consumables to allow for the precise delivery of drugs to the brain and spine, with a particular focus on cell and gene therapies. The company offers both navigation systems (hardware) and a variety of accessories (consumables). Because its technologies are critical to various cell and gene therapies, they are initially used in clinical trials and eventually become an integral component to the delivery of these drugs when and if they are approved by FDA. This creates a long-term growth opportunity, characterized by high switching costs on a variety of recurring revenue streams. In many ways, ClearPoint is emblematic of many of our current holdings in the healthcare space, which are characterized by strong business models, high growth potential, and substantial embedded optionality, but have fallen very much out of favor relative to high-growth stocks in other sectors during the current healthcare sector downturn.