Meunier Zero. Traben-Trarbach. A Clown Show all the way down.
Azhdarchidae
Joined December 2008
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Not trying to pick on anyone, but you absolutely cannot look to the stock price
Vevye already at a fully covered $50M run-rate, iheezo growing at 70% annualized, and Triesence is back. Flat revenue in the weakest quarter of the year. There is literally nothing to not like. $HROW
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Christopher Olin retweeted
$HROW guidance best practice:
1. Full year. No 1h/2h nonsense
2. Only revenue for now. EBITDA as they mature
3. Lower bound, e.g. "at least $350M"
4. Set target so Q2 & Q3 raises are plausible
5. Accept that most investors are not rational
6. Read Munger/Cialdini to understand 5
Christopher Olin retweeted
$HROW down 26% bc of a wild conspiracy theory on CA regulators affecting their compounding business. Recent note from sell side claims 1) settlement likely; and 2) less than 1% of revenue at risk. You can't make this stuff up 🤣🤣🤣
$HROW just getting started
i joined the $HROW party two years late and it's already in my top 20 performers of all time
$AAMC was my biggest L of all time (i will never forget that earnings call)
shoutout to @ChrisOlin for being early and right
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i joined the $HROW party two years late and it's already in my top 20 performers of all time
$AAMC was my biggest L of all time (i will never forget that earnings call)
shoutout to @ChrisOlin for being early and right
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Christopher Olin retweeted
$HROW biosimilars: Iheezo synergies => lowest cost structure. Competitors are generics companies, not eyecare companies, don't understand buy-and-bill market. Likely run rate revenue > $500M inside 12 months of launch. Investors don't know this yet. You're welcome.
Christopher Olin retweeted
Definitely in the top 5 dumbest things of the past 30 days (obv a fierce competition)
Christopher Olin retweeted
I believe that we should punish countries with unfair trade policies by forcing them to literally give us products, in exchange for some sort of American Victory Certificates, perhaps little decorative objects with pictures of famous Americans on them, so they remember who won.
Christopher Olin retweeted
Anyone wanna ask the put selling to make 0.8% weekly guy how he's doing today?
The Canadian Dream
@Montrea92285044
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This last week of IHEEZO sales is bonkers good $HROW
Christopher Olin retweeted
Adopting the metric system is the first step towards totalitarian communism.
Christopher Olin retweeted
🔬 Deep dive into $HROW's three leading products after recent expert calls raised concerns. Here's what the skeptics missed:
TRIESENCE:
Skeptics say: "There are 18 different injectable triamcinolones available."
Reality: Triesence is the ONLY steroid labeled for vitreous visualization & posterior segment structures. This uniqueness matters for both clinical outcomes & reimbursement.
IHEEZO 💉: Skeptics say: "Why pay $500 when $5 alternatives exist?"
Reality:
Skeptics predicted $20-30M/year
Current run-rate: ~$50M and accelerating
Cheaper alternatives only work 5-10 mins
IHeezo is reimbursable for in-office/same-day use
$300M by 2027 target looks achievable with just a single-digit market share
VEVYE 👁️: Skeptics say: "Too crowded market with Miebo, Xiidra, Tyrvaya, Restasis."
Reality:
Experts predicted $10-20M max
Current gross sales rate: approaching $200M
Strong refill rates
Key differentiator: Superior tolerability
Already proving to be a multi-hundred-million opportunity
Bottom Line 📈:
Combined revenue potential for these 3 drugs: $600-800M by 2027
With other products in the portfolio, $1B revenue target by 2027 looks achievable
The current valuation doesn't reflect this growth trajectory 🎯
Imagine thinking $MOB.ST is selling drugs at a loss.
Pharmaceuticals, one of the highest margin products on the planet, at a loss. Let that sink in....
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