May. 11 at 5:00 PM
$ADMA I believe ADMA is exploiting the current lowish share valuation to gulp as many outstanding shares as they possibly can.
They know the following things->
A)Based on ASCENIV growth, even if they maintain secondary items growth relatively flat, they are going to increase margins by 50-60% higher than they used to be.
B)If ASCENIV keeps growing nicely, we are talking about
$700-750M in revenue by 2027, with excellent margins and cash cow-level net income. Possibly around a
$10B market cap based on that -> with dozens of millions fewer shares outstanding.
That's all, folks -> one can argue that if ASCENIV does not do what it is expected to do, then ADMA will not deliver. Same goes for Corcept without Korlym, Xeris without Recorlev, and Nvidia without AI:)
But if you believe, as ADMA does, that ASCENIV can keep growing nicely (let's say 25-30% this year & next year, while keeping at least the same revenue from secondary products), you could possibly see ~
$50P/s along 2027.
