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Top Tier Turp eases your nerves about the Pats' loss
Procept BioRobotics is down roughly 80% from its 2025 highs but the technology behind its Aquablation system genuinely works. So why won't we put PRCT in our portfolio?Procept (PRCT) has one of the more interesting razor-and-blade models in medtech: sell the Hydros or Aquabeam system, then earn recurring revenue from single-use handpieces used in every Aquablation procedure for benign prostatic hyperplasia (BPH). Gross margins run around 65%, Medicare covers the procedure in all 50 states, and the addressable market is roughly 40 million U.S. men — yet the company has never generated positive free cash flow and has cut guidance multiple times over the past year.In this episode, we size the real addressable market bottom-up using system counts and procedure volume, walk through the handpiece-to-procedure ratio that triggered a class-action lawsuit, compare Aquablation to competing BPH therapies like UroLift, Rezum, GreenLight, and traditional TURP, and dig into a foundational IP licensing structure that means Procept doesn't fully own the technology its business is built on. We also run a reverse DCF to see what growth rate the market is actually pricing in — and whether "cheap" is the right word for it.This is a preview of the research format inside Semiconductor Insider, including our new investment thesis checklist dashboard.TIMESTAMPS0:00 - Why PRCT Is Down 80% Despite Working Technology1:30 - How Aquablation Treats an Enlarged Prostate3:00 - Sizing the Real Market: 40 Million Men vs. Bottom-Up Math6:30 - The Business Model: Consumables, Margins, and Recurring Revenue8:00 - The Handpiece-to-Procedure Ratio and the Class Action Lawsuit10:00 - Competitive Landscape: UroLift, GreenLight, TURP, and da Vinci12:30 - Who Actually Pays? Medicare, CMS Codes, and Reimbursement Risk17:00 - The IP Problem: Why Procept Doesn't Own Its Core Patents19:00 - Guidance Cuts and Margin Trends Through Q2 202622:00 - Reverse DCF: What Growth Rate Is Priced In?26:00 - Investment Thesis Checklist and Final Verdict—If you want the reasoning behind more names like this one, Semiconductor Insider covers the process in more depth. Get access to all our research, weekly live Q&A events, and a growing set of tools to build your process: https://www.chipstockinvestor.comAll our socials: https://linktr.ee/chipstockinvestorIf you're getting value from the show, follow so you don't miss the next one.—Disclosure: Some links above are affiliate links. If you buy something through them, we might earn a little coffee money — thanks for helping us (Kasey) fuel our caffeine addiction.Content in this episode is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. CSI doesn't own shares of Procept BioRobotics.
Hour 2 - Scott and Turp react to the Red Sox win last night. Do you believe more in the Red Sox pitching staff after Sonny and Ranger's last starts? Are Crochet and Houck coming back for the playoff run and is it time to take the interim tag off of Tracy?
Hour 1 - We are three days away from the Patriots season starting and we still don't know what is going on with Gonzalez. Scott and Turp debate who is to blame for this contract dispute and more!
Prior to his 2025 prostate cancer diagnosis, Stuart Hopgood experienced no symptoms. But a visit to his general practitioner included blood work, which revealed a PSA of 74.2! Stuart was referred to a urologist, who called for a needle-point biopsy. The biopsy not only showed Stuart that he had Stage IV prostate cancer, but that it had metastasized to his pelvic area, a rib and his clavicle. He put on Trelstar, a form of hormonal therapy, six weeks of radiation therapy and Erieada, a form of oral chemotherapy. While Stuart will never be cured, this regimen successfully addressed not only the cancer in his prostate, but the cells that had metastasized. Stuart thought he was in good health. He was an avid golfer and at that point, the worst one could say about his health was that he experienced frequent urination at night. But when I went in for his annual physical, the blood work showed his astronomic PSA. At first, his doctor thought that high number might be due to some sort of infection and prescribed antibiotics. They brought down the PSA somewhat, but Stuart's GP sent him to a urologist, who ordered a scan and a physical examination. That was enough to warrant a needle point biopsy, which indicated Stuart had Stage IV prostate cancer. The urologist called for a PET scan to confirm the staging of the cancer. He also introduced a hormone-based therapy with the drug Trelstar. The PET scan showed the cancer had spread into the pelvic area, his clavicle and one of his ribs. At that point, his care was turned over to a radiation oncologist. The urologist then recommended a combination of radiation therapy and oral chemotherapy. The pill was a new drug, Erieada. Meanwhile, the Trelstar was injected into a muscle three times a month. The radiation took place in 26 sessions over a six-week period. The urologist said there was no cure for Stuart's cancer because it was Stage IV and because with a Gleason score of eight, it was quite aggressive. The urologist said this regimen could extend Stuart's life. The oral chemotherapy was not as invasive as chemotherapy administered through a port, but Stuar said the worst part was the fatigue, which he said could not be aided by sleep. He completed his radiation treatment in August 2025, but from it he still suffers aching muscles and hot flashes. As the treatment went on, progress was made. In March 2026, his PSA had plummeted to just about zero and all the cancer cells that had metastasized were brought under control. Meanwhile, scar tissue associated with the radiation had impeded normal urinary function. To combat that, Stuart underwent a successful surgical procedure called TURP surgery. He still urinates frequently at night and there is some pain tied to the nerve endings in his urinary canal. Overall, Stuart Hopgood is thankful for overcoming so much and being afforded time to spend with his wife, children and grandchildren. Additional Resources: Support Group: The Cancer Association of South Africa https://www.cansa.org.za
Tier One Turp reports back from Jaylen Brown's 741 Boston event
This hour: Pats' roster depth: Eliot Wolf speaks; Trevor Story's AAA stats and how they might inform his MLB stats; Eric in Texas commits some caller-on-caller crime; Turp had the first video of Bob Kraft's chopper landing in the middle of Gonzo's presser
This hour: Roman Anthony expected to be in today's lineup; How much stock do you put into the vibes in the Red Sox clubhouse; The big question - How long will Chad Tracy keep the interim tag; Patriots roster cuts are due today
Rich & Ken with Ted Johnson | Thursday 8/27/2026
Hour 1 - Massive comeback victory for the Red Sox last night against the Giants. How has this team gone become this never say die team after they were very clearly dead. How will they handle the return of Roman Anthony and more!
Hour 2 - Scott and Turp debate why the Gonzalez contract hasn't been signed yet. Is he worth what he is asking for or should they look at other options? Take of the week this week and thoughts on what Chisholm said this week.
Tier One Turp fills us in on what he's seeing at Patriots practices
The Diamondbacks avoid the sweep as the beat the Red Sox 7-6 // Willson Contreras chirps at a fan and we've got a witness to it all! // Stiz pushes back on Willson Contreras fan interaction // Are the Patriots looking for a compromise with Christian Gonzalez? // Tier One Turp fills us in on what he's seeing at Patriots practices // Has AJ Brown been the best player on the field in practices with Eagles? // Good BBQ & The Jimmy Fund // Are you Team Willson or Team Fan? // Christian Gonzalez spotted at Patriots facilities // Is the NFL coordinating with player's wives and girlfriends // Tom Curran may not be as high on Christian Gonzalez as others // Are members of the media done with Gonzo? // Dale Ordway hits Fenway Park to check the pulse of the people // Willson Contreras chirps at a fan and we've got a witness to it all! REPLAY // Should you be kicked out of Fenway for chirping at players? // We launch YOUR Take Grenades! //
SEGMENT - Mego and Turp join Jones and Keefe live at Fenway Park for the NESN/WEEI Jimmy Fund Radio Telethon. Mego and Turp discuss their biggest takeaways from the first two and a half weeks of Patriots training camp, the Christian Gonzalez contract situation, and more.
Hour 2 - Scott and Turp debate who the odd man out is in the WR room. Are you trading the Boutte away or holding onto him? This weeks take of the week and complaints about the Celtics schedule.
Hour 1 - Scott and Turp react the to bad week for the Red Sox. Are you concerned about this week or was it just a bad week? The guys react to the Devin Witherspoon contract and how this affects the Gonzalez contract.
Top Tier Turp joins, talks Celtics frustrating schedule
Which WR, if any, could the Patriots move on from? // This Celtics schedule is frustrating // Best New England coaches in the past 25 years //
Patriots play 1st preseason game sans Christian Gonzalez // Early offensive line struggles for Patriots // Vrabel convinced that Brady spoke with Seahawks before Super Bowl // Red Sox steal one from Toronto // Bradfo joins the show and says Red Sox on a collision course with Yankees // Is prospect, Franklin Arias, ready to be called up? // Vrabel not impressed with game ending missed field goal // Wait, when is the first time the 76'ers will play at the Garden?! // Brady & Belichick's post New England time and behavior // Tom E. Curran joins to discuss what he's keeping his eye on this week in camp // Is there a number the Patriots will not exceed for Gonzalez contract? // Dan Orlovsky ranks NFL QBs // Which WR, if any, could the Patriots move on from? // This Celtics schedule is frustrating // Best New England coaches in the past 25 years //
Tier 1 Turp has all the latest from the Pats/Colts joint practices
Is an enlarged prostate simply an unavoidable part of getting older—or could it be a warning sign that something deeper is happening in the body?In Episode 148 of The Dr. Haley Show, Dr. Michael Haley sits down with Dr. Lisbeth Roy, DO, founder of Doctors Studio and creator of the ProstaGen™ Method, for a wide-ranging discussion about prostate health, BPH, chronic prostatitis, urinary symptoms, hidden infections, gut health, inflammation, immune function, nutrition, and regenerative medicine.Dr. Roy challenges the common assumption that prostate problems should automatically be dismissed as “just aging.” Instead, she encourages men to look at the prostate as part of a larger system that may be influenced by metabolic dysfunction, chronic inflammation, oral and gut health, hormonal balance, immune function, and infection.In this episode, Dr. Roy explains why prostate size alone may not explain a man's symptoms, why conventional urine cultures may miss certain microorganisms, how next-generation sequencing can detect microbial DNA, and why biofilms may make chronic infections more difficult to identify and address.Dr. Haley and Dr. Roy also discuss food quality, gut permeability, environmental exposures, conventional medications such as Flomax and finasteride, prostate procedures, PSA testing, MRI, prostate exams, and when younger men should start paying attention to prostate symptoms.IN THIS EPISODE:• Why Dr. Roy does not consider an enlarged prostate to be simply a normal consequence of aging• BPH, chronic prostatitis, urinary frequency, and nighttime urination• Why prostate size and prostate function are not necessarily the same thing• PSA testing, prostate exams, MRI, and the importance of gathering multiple data points• The limitations of conventional urine cultures in some chronic prostate cases• Next-generation sequencing and detecting bacterial or fungal DNA• Biofilms and their possible role in persistent prostate infections• The connection Dr. Roy sees between the gut, oral health, and the prostate• How gut bacteria or oral bacteria may reach other areas of the body• Chronic inflammation, immune function, and metabolic dysfunction• Whole-food nutrition and why the quality of food matters• Grass-fed meat, free-range eggs, organic produce, and traditionally prepared foods• Flomax, finasteride, TURP, laser procedures, and other approaches to managing prostate symptoms• Why symptom relief and addressing underlying causes are not necessarily the same thing• Dr. Roy's ProstaGen™ Method• When men in their 20s, 30s, and beyond should pay attention to prostate symptoms• What a prostate assessment at Doctors Studio may involve• Dr. Roy's personal family experience that dramatically influenced the way she practices medicine• Her book Regenerating Sexual Potential and upcoming work focused on prostate health and wellnessABOUT DR. LISBETH ROY, DODr. Lisbeth W. Roy is an osteopathic physician, founder and CEO of Doctors Studio, and creator of the ProstaGen™ Method.Her work focuses on functional, regenerative, sexual, and men's health medicine, with particular attention to prostate dysfunction, chronic prostatitis, BPH, erectile dysfunction, metabolic health, inflammation, hormonal balance, and longevity.Dr. Roy is also the author of Regenerating Sexual Potential: Revolutionary Treatment Solutions for Sexual Dysfunction Using Platelet-Rich Plasma.RESOURCES FROM DR. LISBETH ROYDoctors Studio: https://doctorsstudio.com/Prostate information and assessment: https://askdrroy.com/Doctors Studio on YouTube: https://www.youtube.com/@DoctorsStudioBocaRatonWATCH THE VIDEO VERSIONYouTube: https://www.youtube.com/watch?v=PL08fn4VfqkFULL SHOW NOTES, RESOURCES & TRANSCRIPThttps://drhaley.com/prostate-health-root-causes-lisbeth-roy/CONNECT WITH DR. MICHAEL HALEYThe Dr. Haley Show: https://drhaley.com/Haley Nutrition: https://haleynutrition.com/YouTube: https://www.youtube.com/user/aloe1aloeveragelInstagram: https://www.instagram.com/drhaleynutrition/X: https://x.com/aloe1Facebook: https://www.facebook.com/haleynutrition/LinkedIn: https://www.linkedin.com/company/haley-nutrition/LISTENER SPECIAL - Listeners of The Dr. Haley Show can hear the current Haley Nutrition coupon code inside the podcast and use it on qualifying purchases at HaleyNutrition.com.IMPORTANT DISCLAIMERThis podcast is provided for educational and informational purposes only and is not medical advice. Dr. Roy discusses her clinical experience, professional opinions, and approaches used in her practice. Some of the diagnostic concepts, therapies, and interpretations discussed are emerging, debated, or may not represent established medical consensus.Do not delay appropriate medical evaluation for urinary symptoms, prostate problems, elevated PSA, suspected infection, or possible prostate cancer. Decisions regarding testing, medications, procedures, or treatment should be made in consultation with an appropriately qualified healthcare professional.If you enjoyed this episode, please follow The Dr. Haley Show on your favorite podcast platform and share this conversation with someone who may benefit from hearing it.
Hour 2 - Scott and Turp breakdown the first week of Patriots training camp. How the Pats should handle Kayshon Boutte and what is going on with Gonzalez contract extension?
Hour 1 - The Red Sox refuse to slow down. They've won EIGHT straights series for the first time since 2013. What should they do before the deadline to beef up this team?
Hour 1 - Scott and Turp react to the Red Sox trading away Connelly Early for Curtis Mead. How does Mead fit in on this Red Sox team, was this a good trade or could the have gotten more for Early?
Hour 2 - Scott and Turp react to the first day of Patriots training camp. Who/what stood out to them and why is the Gonzalez deal not done yet if what Kraft said is true. The take of the week and how they feel about what Tatum had to say yesterday.
Keefe and Turp got back into the Patriots, the upcoming start of training camp, and the latest on the contract talks with cornerback Christian Gonzalez and rookie Gabe Jacas. The guys also continued to discuss LeBron James signing with the Philadelphia 76ers. Before the Clip Du Jour, the guys picked through the Grab Bag.
Keefe and Justin Turpin continued to discuss the biggest takeaways from Patriots head coach Mike Vrabel's training camp press conference. When will Christian Gonzalez sign an extension? The guys also talked about LeBron James' decision to sign with the 76ers. Keefe and Turp then answered a Four-Pack of questions. Finally, it's the Week in Review.
Keefe and Turp got into the Celtics, other moves the C's could make this offseason, and the state of the current roster. In breaking NBA news, the Philadelphia 76ers signed LeBron James to a 2-year deal for $8 million with a player option. To wrap up the hour, the guys reacted to Patriots head coach Mike Vrabel's training camp press conference.
Keefe and Justin Turpin kicked off the show discussing the comments made, yesterday, by Red Sox insider Rob Bradford on why the Sox should pursue Kansas City Royals infielder Bobby Witt Jr. Who should the Red Sox be targeting in the trade market? Finally on a Top Five Friday, Keefe and Turp rank their top Streaks.
Hey, guys! If you're dealing with BPH (benign prostatic hyperplasia)...IYKYK!
14 straight for the Red Sox! // Aroldis Chapman makes some interesting comments after the game // Willson Contreras becomes the heart of this Red Sox team // John Henry dances in the stands at Fenway // Top Tier Turp talks Red Sox & NBA Summer League // Rich does a 180 on Tom Brady's latest antics // Has Brady always had this weirder side to him? // Have your expectations for the Red Sox changed with this winning streak? // Drake Maye over Joe Burrow? // Ryan Clark and other laid off from ESPN // Will Flemming joins us to after an all time call last night! // We launch YOUR Take Grenades! // A new Celtics arena in the Seaport?! // Has your faith been restored in the Red Sox front office? // Arcand joins and talks about the electric environment at Fenway last night //
Top Tier Turp talks Red Sox & NBA Summer League
Hour 2 - Scott and Turp react to the all of the disrespect the Patriots took this past week. How and why is Drake Maye taking all of this disrespect? What can he do this season to silence the haters?
Hour 1 - How in the world did the Red Sox turn this ship around? Is this team legit now or is just a fluky run? Will the team be buyers at the deadline or will they get reinforcements from a different source?
The friction between The J's was real // Patriots not impressed with the physicality of Christian Gonzalez // Did Tom Brady help the Seahawks win the Super Bowl against the Patriots? // Does Tom Brady hold a grudge against Robert Kraft? // Caleb Durbin's outside hitting coach joins us to take deserved victory lap // Spurs announcer fired after affair with players sister // Chris Cotillo gives us an update on Roman Anthony hand injury conspiracy // Lebron James to Philly?! // Madison Square Garden kept a list of gay celebrities // Mike MacDonald hints at Tom Brady feeding him info before the Super Bowl // The Tom Brady Seahawks conspiracy theory // Chad Tracy is turning it around for the Red Sox // Tier 1 Turp checks in from NBA Summer League // Brady x Belichick x Kraft // Mac Jones opens up on relationship with Belichick // Hollywood Reporter's Top 10 best sports movies //
Tier 1 Turp checks in from NBA Summer League // Brady x Belichick x Kraft // Mac Jones opens up on relationship with Belichick // Hollywood Reporter's Top 10 best sports movies //
Tier 1 Turp checks in from NBA Summer League
On this episode of Grab Bag, Keefe and Turp go over the All-Star game players and snubs, preview the upcoming World Cup games, Brad Stevens presser, and more
On this episode of Grab Bag: Jones and Turp discuss where LeBron will end up, Jaylen Brown trade, World Cup updatews, and more.
USMNT advance to the Round of 16 and will face Belgium in Seattle. Jones and Turp provide their opinion on if Balogun deserved a red card and make predictions for the game against Belgium. The atmosphere will be electric!
Jones and Turp continued to break down the Jaylen Brown trade and what it means for Jayson Tatum going forward. Before the Clip Du Jour, the guys picked through the Grab Bag.
Jones and Turp continued to talk about the Jaylen Brown trade and the reasons behind the move. Why was Jaylen Brown traded to the Philadelphia 76ers? WEEI Red Sox insider Rob Bradford joined the show to discuss the state of the Red Sox, what Willson Contreras could face regarding a suspension, and how the team is preparing for the upcoming nine-game road trip. Finally, the guys talked about how the Celtics ruined Team USA's win over Bosnia and Herzegovina last night.
Red Sox crash down to Earth in brutal fashion // Benches clear as Willson Contreras gets feisty with Nationals pitcher // Celtics pick up Mitchell Robinson from the Knicks // Lebron back to the Cavs?! //
Jones and Turp continued to talk about Willson Contreras' ejection from last night's Red Sox win and whether Roman Anthony and Garrett Crochet will return soon. Before the Clip Du Jour, the guys picked through the Grab Bag.
Jones and Justin Turpin got back into the Celtics, Jaylen Brown's future in Boston, and LeBron James' next destination. Finally, Jones and Turp played a round of Did Grok Cook?.
Jones and Turp talked about last night's Red Sox win over the Nationals and Willson Contreras' ejection after tapping his helmet after an at-bat. The guys also discussed the latest on Roman Anthony's and Garrett Crochet's injuries. How far away are they from returning? On a Tier Tuesday, Jones and Turp tiered off Local Summer Destinations. To wrap up the hour, the guys discussed how Germany's knockout round loss yesterday could impact Team USA's World Cup run.
Jones and Turp look at the reported teams who are interested in Jaylen Brown and debate with team can offer the best trade offer for Jaylen Brown.
Jones and Turp continued to talk about the Red Sox and the four-game, weekend sweep over the Yankees. The guys discussed the Top 100 NFL players of 2026 by Pete Prisco, of CBS Sports, and which Patriots players made the list. Jones and Turp also talked about the latest in the Christian Gonzalez contract negotiations and the expectations for wide receiver A.J. Brown. To wrap up the hour, the guys discussed the Boston Bruins, the acquisition of forward JJ Peterka, and other takeaways from this weekend's NHL Draft.
Tier 1 Turp on the dynamics of supermax contracts in roster construction // Should the Celtics split up the J's? // Ranking the last 8 NBA Champions // Are the Knicks the newest NBA Dynasty? //
Tier 1 Turp on the dynamics of supermax contracts in roster construction