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@MorpheusRes Avatar @MorpheusRes Morpheus Research

Morpheus Research posts on X about $gxi, accounting, business, acquisition the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence finance stocks fashion brands travel destinations countries

Social topic influence $gxi #1, accounting, business, acquisition #833, debt, $bcmi #9, brunello cucinelli #9, sanofi, cash flow, at a

Top accounts mentioned or mentioned by @joinyellowbrick @brunellocucinelli @bearbulldebate @dastanylfc @feanor21021 @codfishjohnny

Top assets mentioned Sanofi (SNY) Eli Lilly and Company (LLY)

Top Social Posts

Top posts by engagements in the last XX hours

"NEW REPORT: $BC.MI $BCUCY From Moscow To TJ Maxx How Brunello Cucinelli Continues To Lie About Its Russian Business While Aggressive Discounting Damages Its Exclusive Positioning (1/x)"
X Link 2025-09-25T10:15Z 15.9K followers, 53.4K engagements

"NEW REPORT: Gerresheimer AG Gerresheimer AG A Conflicted Acquisition Flailing Divestiture & Accounting Games Coming To Roost As Key Weight-Loss Driver At Risk $GXI (1/x)"
X Link 2025-12-09T09:39Z 15.9K followers, 10K engagements

"In 2018 $GXI acquired a medical pump business called Sensile Medical which served as the genesis of the Advanced Technologies division which Gerresheimer said would be an innovation umbrella. (41/x)"
X Link 2025-12-09T09:45Z 15.9K followers, XXX engagements

"In 2019 less than XX months into the acquisition Sensile lost two key development contracts with Sanofi and scPharmaceuticals leading to $GXI to take a partial impairment to the value of Sensile. Former $GXI execs described Sensile as a mess with no realistic chance to survive. (42/x)"
X Link 2025-12-09T09:45Z 15.9K followers, XXX engagements

"We have identified several accounting practices that we believe are aggressive and potentially inflate key metrics like Adjusted EBITDA operating income and cashflow. We do not believe the market is fully aware of these issues. (27/x)"
X Link 2025-12-09T09:40Z 15.9K followers, XXX engagements

"Overall despite extolling the virtues of a more ethical capitalism Cucinelli has continued to lie about its Russian operations while its products face aggressive discounting likely harming its exclusive brand positioning and its premium valuation multiple. (42/x)"
X Link 2025-09-25T10:22Z 15.9K followers, 6459 engagements

"After extensive research we believe the evidence justifies a short position in shares of Brunello Cucinelli (BIT: BC US OTC: BCUCY). Morpheus Research holds short positions in $BC.MI. Full report and disclaimer available here"
X Link 2025-09-25T10:22Z 15.9K followers, 7168 engagements

"Gerresheimer AG is an XXX million Germany-based international packaging company focused on pharma and cosmetics industries. It operates via X main divisions: plastic & devices & primary packaging glass. (2/x)"
X Link 2025-12-09T09:39Z 15.9K followers, XXX engagements

"After peaking in Sept XX $GXI shares have plummeted XX% due to downward guidance the failed sale of the company a BaFin accounting investigation mounting debt and the delayed divestiture of the molded glass division. (3/x)"
X Link 2025-12-09T09:39Z 15.9K followers, XXX engagements

"Now trading at a steep discount to peers $GXI has attracted activist investors betting on a turnaround driven by a successful sale of the molded glass biz to reduce debt & growth in sales from exposure to new weight loss drugs like Novo Nordisks CagriSema. (4/x)"
X Link 2025-12-09T09:39Z 15.9K followers, XXX engagements

"Our investigation inc. interviews w/ XX former employees & experts uncovers risks to key growth driver CagriSema a misguided acquisition of Bormioli a flailing attempt to divest the molded glass biz accounting tricks propping up worsening financials & impairment risks. (5/x)"
X Link 2025-12-09T09:39Z 15.9K followers, XXX engagements

"Analysts believe that Gerresheimers contract to supply a specialty dual-chamber syringe for Novos CagriSema once hailed as a more potent successor to blockbuster drug Wegovy could drive a sizable part of its weight loss (GLP-1) sales & up to 250m in 2027 revenue. (6/x)"
X Link 2025-12-09T09:39Z 15.9K followers, XXX engagements

"In December 2024 Novo reported disappointing trial data for CagriSema. In February 2025 Novo Nordisk delayed filing for the drug regulatory approval due to supply chain readiness. (7/x)"
X Link 2025-12-09T09:39Z 15.9K followers, XXX engagements

"We spoke to current & former Novo Nordisk employees who explained that there are quality issues related to the fitment of the primary packaging specifically the dual-chamber syringe related to $GXI that could result in further delays & push out much-needed revenue for $GXI. (8/x)"
X Link 2025-12-09T09:39Z 15.9K followers, XXX engagements

"Adding to $GXI risk is the launch of oral pill-based GLP-1s. Former $GXI CEO said he did not see pills disrupting or cannibalizing the demand for injectables. Novo employees however said they see orals taking XX% - XX% share over the next 3-5 years. (13/x)"
X Link 2025-12-09T09:39Z 15.9K followers, XXX engagements

"Meanwhile Eli Lilly has already manufactured billions of pills in anticipation of imminent approval while key $GXI customer Novo Nordisk announced X weeks ago that it is going all in on pills per Reuters. (14/x)"
X Link 2025-12-09T09:39Z 15.9K followers, XXX engagements

"$GXI has combined Bormiolis molded glass biz with its legacy molded glass division to form a powerhouse that it hopes to divest to de-lever and reduce more than X billion in debt. (24/x)"
X Link 2025-12-09T09:39Z 15.9K followers, XXX engagements

"However we believe negative growth significant deferred CapEx & operational issues will severely limit Gerresheimers ability to divest the molded glass biz at sufficiently favorable terms per our interviews with former $GXI employees who described a declining business. (25/x)"
X Link 2025-12-09T09:39Z 15.9K followers, XXX engagements

"The $GXI molded glass biz includes distressed assets like its Chicago factory which a competitor described as a dog and which former $GXI employees told us hasnt operated profitably since 2015 requiring direct oversight from customers like Pfizer to operate. (26/x)"
X Link 2025-12-09T09:40Z 15.9K followers, XXX engagements

"Aggressive Accounting #1: $GXI is capitalizing more & more development costs which it says it usually amortizes over X to XX years. Charges show it is stretching these costs as far out as XX years. This practice boosted 2024 operating income by an estimated 7%. (28/x)"
X Link 2025-12-09T09:41Z 15.9K followers, XXX engagements

"Aggressive Accounting #2: In 2020 $GXI extended the useful life of technologies in its Advanced Technologies division from XX to XX years further boosting near-term earnings by stretching out the recognition of these costs. GXI didnt detail the impact of this change. (29/x)"
X Link 2025-12-09T09:41Z 15.9K followers, XXX engagements

"Aggressive Accounting #3: After not doing so for XX years $GXI suddenly started capitalizing borrowing costs in XX stretching these costs out up to XX years & avoiding material negative impacts to net income. In 2024 these capitalized costs equated to X% of net income. (30/x)"
X Link 2025-12-09T09:41Z 15.9K followers, XXX engagements

"Aggressive Accounting #4: Despite record levels of overdue receivables Gerresheimers provisions for bad debts are at a 15-year low boosting operating income by an estimated XXX% in 2024 relative to historical provisions. (31/x)"
X Link 2025-12-09T09:42Z 15.9K followers, XXX engagements

"Aggressive Accounting #5: GXI increasingly relies on the removal of one-off expenses in its adjusted EBITDA calculation with these expenses skyrocketing to XXXX% of EBITDA in 9M XX including $16.6m of opaque restructuring costs unrelated to the acquisitions. (32/x)"
X Link 2025-12-09T09:42Z 15.9K followers, XXX engagements

"Aggressive Accounting #6: In Sept XX German regulator BaFin disclosed an investigation into Gerresheimers bill-and-hold practices which mgmt has claimed amounted to 28m in 2024 with 3m potentially being booked inappropriately in just the last quarter of 2024. (33/x)"
X Link 2025-12-09T09:42Z 15.9K followers, XXX engagements

"A former Gerresheimer employee told us the company circulated templates that could be used to ensure bill-and-hold agreements were technically compliant with IFRS-15 even when those requirements were not actually met. (35/x)"
X Link 2025-12-09T09:43Z 15.9K followers, XXX engagements

"$GXI says it is laser-focused on cash mgmt but has already pulled nearly every cashflow lever including receivables factoring reverse factoring of payables and taking advances from customers which have propped up an already deteriorating cash flow situation. (36/x)"
X Link 2025-12-09T09:43Z 15.9K followers, XXX engagements

"While $GXI previously took a 116.7m impairment on Sensile in 2019 given recent performance and outlook for the business the current 196m of reported net book value of technologies within the division looks susceptible to further impairments. (44/x)"
X Link 2025-12-09T09:45Z 15.9K followers, XXX engagements

"In 2024 $GXI announced a 100m investment in a new North Macedonia plant but former employees told us the Macedonian syringe business lost its biggest customer in volumes which one former employee indicated may have been Sanofi. (45/x)"
X Link 2025-12-09T09:46Z 15.9K followers, XXX engagements

"All told Gerresheimers key growth driver CagriSema faces a litany of risks while its supposedly synergistic acquisition of Bormioli appears to be flailing. Meanwhile its debt remains unaddressed as former executives say buyers for molded glass are not exactly lining up. (46/x)"
X Link 2025-12-09T09:46Z 15.9K followers, XXX engagements

"While management downplays the BaFin investigation our interviews indicate the issue could be more prevalent while years of other aggressive accounting practices seem to be propping up an already bleak financial picture. We see no easy way out. (47/x)"
X Link 2025-12-09T09:46Z 15.9K followers, 1548 engagements

"After extensive research we believe the evidence justifies a short position in shares of Gerresheimer AG Morpheus Research holds short positions in $GXI.DE. Full report and disclaimer available here"
X Link 2025-12-09T09:46Z 15.9K followers, 1577 engagements