[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  TheGodF🅰therKnows [@smantel](/creator/twitter/smantel) on x 12.6K followers Created: 2023-07-20 00:52:56 UTC $ASRT $XXXX Float 50.8M Short 11M =SI 21.7%. Revisiting small cap acquiror/licensor of approved drugs. The market is overly concerned about X things that have halted the rally here 1) Indocin (64% of MRQ sales) coming off patent 2) Drag on earnings from the $SPPI acquisition. This has led to the stock trading at >70% disc. to its peers. Currently trades @ '24E P/E 8.8X EV/S 1.4X & EV/EBITDA 2.4X. Next qtrly report is on or about Aug 8th [cons: $40M Rev. 14c EPS]. If mgmnt can assuage the market's concern then we could see a big lift here especially given the 20%+ SI. I believe Indocin sales will remain robust as it is difficult to produce & they have tied up their manufact. in an exclusive to '28. [sales grew XX% yr/yr in MRQ] There is also the potential to incr. TAM by 5X given new ASGE guidelines [not in the #'s]. Much of the $SPPI consideration is CVR's tied to ROLVEDON sales but they will still need to carry the additional opex [~$60M] until this traction is seen. Mgmnt says "accretive by '24E." Stock goes nowhere until the next qtr. imho. but MARK YOUR CALENDARS as we could see a revaluation. Technicals support the rock bottom valuation by showing strong support @ $X. Should it dip below that before the next qtr. I might be tempted to buy. @tradernasdak @JonahLupton @SCMRE111 @BullsideStories @Analysting @TheInvestCenter @Tickeron @bullsbayretail @stocksrockman @MicroCapClub @LuciaPerezStock @StephenReadHIT @TQQQTRADER @Stockboi_ @SuccessAfter25 @TrentBlair19 @BeefEnt  XXXXX engagements  **Related Topics** [$167m](/topic/$167m) [$100m](/topic/$100m) [acquisition](/topic/acquisition) [$sppi](/topic/$sppi) [approved](/topic/approved) [$asrt](/topic/$asrt) [Post Link](https://x.com/smantel/status/1681829507941150721)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
TheGodF🅰therKnows @smantel on x 12.6K followers
Created: 2023-07-20 00:52:56 UTC
$ASRT $XXXX Float 50.8M Short 11M =SI 21.7%. Revisiting small cap acquiror/licensor of approved drugs. The market is overly concerned about X things that have halted the rally here 1) Indocin (64% of MRQ sales) coming off patent 2) Drag on earnings from the $SPPI acquisition. This has led to the stock trading at >70% disc. to its peers. Currently trades @ '24E P/E 8.8X EV/S 1.4X & EV/EBITDA 2.4X. Next qtrly report is on or about Aug 8th [cons: $40M Rev. 14c EPS]. If mgmnt can assuage the market's concern then we could see a big lift here especially given the 20%+ SI. I believe Indocin sales will remain robust as it is difficult to produce & they have tied up their manufact. in an exclusive to '28. [sales grew XX% yr/yr in MRQ] There is also the potential to incr. TAM by 5X given new ASGE guidelines [not in the #'s]. Much of the $SPPI consideration is CVR's tied to ROLVEDON sales but they will still need to carry the additional opex [~$60M] until this traction is seen. Mgmnt says "accretive by '24E." Stock goes nowhere until the next qtr. imho. but MARK YOUR CALENDARS as we could see a revaluation. Technicals support the rock bottom valuation by showing strong support @ $X. Should it dip below that before the next qtr. I might be tempted to buy.
@tradernasdak @JonahLupton @SCMRE111 @BullsideStories @Analysting @TheInvestCenter @Tickeron @bullsbayretail @stocksrockman @MicroCapClub @LuciaPerezStock @StephenReadHIT @TQQQTRADER @Stockboi_ @SuccessAfter25 @TrentBlair19 @BeefEnt
XXXXX engagements
