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MOBI · Healthcare · Medical - Specialties · Market cap $277M

1 fund in our archive has pitched Mobia Medical — most recently Minot Light Capital Appreciation Fund in September 2026.

Company profile

Mobia Medical, Inc. develops and commercializes neurostimulation medical devices, including implantable systems for stroke rehabilitation and other neurological conditions. The company provides neurostimulation systems and devices that combine vagus nerve stimulation with therapy to address chronic neurological conditions. Its main product, the Vivistim System, is an FDA-approved implantable device designed to aid in the rehabilitation of upper limb motor function in post-stroke patients. The paired VNS platform is used to help patients relearn movements and improve motor deficits, and it is being developed for additional chronic neurologic conditions such as tinnitus. The company supports healthcare professionals, patients, and caregivers with information and resources related to its offerings. The company serves healthcare professionals and organizations involved in stroke rehabilitation and chronic neurological conditions, as well as patients and caregivers within the healthcare sector. The company was founded in 2007 and is based in Austin, Texas.

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1
Reported positions
1
Bought
0
Sold
1
Letter

Position history

Every position in Mobia Medical on record in the archive was reported in Q3 2026, across 1 fund letter — 1 opened or added to the position.

Fund letters reporting a position in Mobia Medical, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261101

Fund activity · 1 position · 1 move

  • New positionMinot Light Capital Appreciation Fund
    September 2026
    “a recent portfolio addition that we believe is discounting a fairly dire scenario that runs contrary to our expectations is Mobia Medical (MOBI).”
    Mobia Medical

Fund coverage · 1 thesis

  • Minot Light Capital Appreciation Fund
    September 2026

    Mobia Medical has a de-risked, FDA-approved stroke recovery device with a large unmet need, strong growth, high gross margins and substantial upside from a depressed valuation.

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