[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.]  quantumup [@Quantumup1](/creator/twitter/Quantumup1) on x 3524 followers Created: 2025-06-30 20:13:00 UTC Raymond James reiterated $SPRY Strong Buy-$32 and said "As a result of heavy investor interest in our neffy script analysis note, we caught up with management to get additional detail on the key dynamics impacting the 2Q number and beyond." $AQST $TEVA $UNH Raymond James added, "Most notably, management implied script capture rate moved into the greater-than-90% range by the end of the quarter, suggesting the 2Q rate could potentially be closer to XX% than to what we referred to as our not very rigorous XX% estimate. Given the available script data, this primarily impacts our 2Q number, so while we are not making meaningful adjustments to FY25 and FY26 estimates or our price target, we are adjusting our 2Q net sales estimate for neffy to $12.8M per our sensitivity analysis and highlighting that this is still a substantial increase from our prior estimate ($9.7M). We also reiterate that the most important readthrough here in our view is that weekly scripts appear to be inflecting upward, which we think is reflective of the major 2Q tailwinds. Despite our efforts to model 2Q scripts as accurately as possible, we expect this number to have relatively wide bounds on it given the early stage of launch, and we want to emphasize that investors are significantly more focused on sales during the back-to-school peak in 3Q (and even 4Q). Remain Strong Buy rated." XXXXX engagements  **Related Topics** [$aqst](/topic/$aqst) [investment](/topic/investment) [$spry](/topic/$spry) [$teva](/topic/$teva) [$unh](/topic/$unh) [stocks healthcare](/topic/stocks-healthcare) [Post Link](https://x.com/Quantumup1/status/1939779220579700854)
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quantumup @Quantumup1 on x 3524 followers
Created: 2025-06-30 20:13:00 UTC
Raymond James reiterated $SPRY Strong Buy-$32 and said "As a result of heavy investor interest in our neffy script analysis note, we caught up with management to get additional detail on the key dynamics impacting the 2Q number and beyond." $AQST $TEVA $UNH Raymond James added, "Most notably, management implied script capture rate moved into the greater-than-90% range by the end of the quarter, suggesting the 2Q rate could potentially be closer to XX% than to what we referred to as our not very rigorous XX% estimate.
Given the available script data, this primarily impacts our 2Q number, so while we are not making meaningful adjustments to FY25 and FY26 estimates or our price target, we are adjusting our 2Q net sales estimate for neffy to $12.8M per our sensitivity analysis and highlighting that this is still a substantial increase from our prior estimate ($9.7M).
We also reiterate that the most important readthrough here in our view is that weekly scripts appear to be inflecting upward, which we think is reflective of the major 2Q tailwinds.
Despite our efforts to model 2Q scripts as accurately as possible, we expect this number to have relatively wide bounds on it given the early stage of launch, and we want to emphasize that investors are significantly more focused on sales during the back-to-school peak in 3Q (and even 4Q). Remain Strong Buy rated."
XXXXX engagements
Related Topics $aqst investment $spry $teva $unh stocks healthcare