Jun. 5 at 10:05 AM
$HRTX If Q2 once again reaffirms the
$173–183M rev. guidance &
$10–20M EBITDA, I believe SP could move well above
$1 in a short period, possibly even
$2+ range this year.
The reasoning is straightforward->
First & foremost, the company is financially sound. That's the foundation.
Second, we're seeing rapid uptake of two approved franchises. According to guidance, they are expected to grow ~80% YoY on average!
Anyone who understands what strong adoption & rapid growth of two approved franchises can lead to knows where this is heading.
More importantly, this growth validates the company's financial strength going forward.
If both franchises generate ~
$90M in 2026 after growing ~80%, the likely paths are either continued rapid expansion, becoming first-line treatments, or a moderation to ~40% growth.
Either way,the company becomes financially solid & continue growing from there.
And yes, in that scenario, it becomes an attractive buyout candidate, potentially
$500–700M range.
