Dec. 4 at 7:26 PM
$ITRM Everyone needs to stop looking at ITRM like a biotech stock. Its a commercialization business now.
WS looks at this differently, there's no opportunity because of P1/2/3 BLA, IND etc... that you have in biotech. This is business.
You look at ER, Balance Sheet, Debt, EPS, etc... and that's when WS comes in.
Once we have sales, we can show breakeven and profitability, WS will throw money at us wanting to get a return.
Stop looking at ITRM like a biostock pre-FDA approval. We're not that. It is now a business like any other company.
Focus on sales growth, PnL YOY growth, debt payback, etc...
This is what matters.
ITRM now has 3 customers: Patient, Doctors, Insurance. That is the market. And the more patients that are happy and not in hospital the more Insurance and Doctors push Orlynvah and then revenue goes up. End of story.
Treat ITRM as a business not a bioplay.
