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[@Blueeee_Jay](/creator/twitter/Blueeee_Jay)
"Heres why most of the upcoming $espr catalysts are actually high-bar expectations that are already baked into the price: 🧵 1/7"  
[X Link](https://x.com/Blueeee_Jay/status/1978517037887422535) [@Blueeee_Jay](/creator/x/Blueeee_Jay) 2025-10-15T17:43Z XXX followers, XXX engagements


"The Otsuka partnership already assured commercial infrastructure and a strong pricing advocate. Once approval hit most institutional models assumed reimbursement would follow; the remaining variable is price level not if. 2/7"  
[X Link](https://x.com/Blueeee_Jay/status/1978517039284109631) [@Blueeee_Jay](/creator/x/Blueeee_Jay) 2025-10-15T17:43Z XXX followers, XX engagements


"Valuation Math Already Reflects Expected Japan Cash Flows Analysts (e.g. Cantor HC Wainwright BofA) updated models earlier this year assuming Japan revenue beginning FY 2026. 3/7"  
[X Link](https://x.com/Blueeee_Jay/status/1978517041154769080) [@Blueeee_Jay](/creator/x/Blueeee_Jay) 2025-10-15T17:43Z XXX followers, XX engagements


"Esperions valuation already reflects those projected Otsuka milestone payments and royalties. In other words investors arent valuing $ESPR as a pre-approval company anymore theyre valuing it as a commercial stage biotech awaiting reimbursement confirmation. 4/7"  
[X Link](https://x.com/Blueeee_Jay/status/1978517043377844556) [@Blueeee_Jay](/creator/x/Blueeee_Jay) 2025-10-15T17:43Z XXX followers, XXX engagements


"$ESPR setup looks like a high-bar catalyst Japan NHI pricing is already priced in. Approvals done Otsukas ready and the market assumes reimbursement soon. Any delay or weak pricing = downside pressure. Only a big surprise beats expectations now. 7/7"  
[X Link](https://x.com/Blueeee_Jay/status/1978517048813629567) [@Blueeee_Jay](/creator/x/Blueeee_Jay) 2025-10-15T17:43Z XXX followers, XXX engagements


"@AndriiMart1 @MidlifeGrinch They were clearly planning the dilution for a long time which is why Sheldon sold 30k shares back in June"  
[X Link](https://x.com/Blueeee_Jay/status/1979286569011007776) [@Blueeee_Jay](/creator/x/Blueeee_Jay) 2025-10-17T20:41Z XXX followers, XX engagements


"$ESPR Management insisted the cash runway was solidclearly not. Lack of transparency is business as usual for this team. Either it was a poison pill to block a takeover or once the offering killed it they chose litigation instead"  
[X Link](https://x.com/Blueeee_Jay/status/1979291929968853341) [@Blueeee_Jay](/creator/x/Blueeee_Jay) 2025-10-17T21:02Z XXX followers, XXX engagements