Mar. 17 at 2:58 PM
$RKLB
$SPRY bull case: Needle-free neffy (only new epi pen alternative) smashes 2025 w/
$72M US rev,
$245M cash to breakeven. Catalysts: Japan launch Q1’26 (Alfresa), Canada approval/launch Q2’26 (ALK), urticaria Ph2b data mid’26 (TAM doubler to
$2B+ US). 98% global moat—approvals: US (FDA 2mg/1mg), EU (EURneffy 2mg/1mg w/ CHMP Jan’26), China (NMPA Dec’25 via Pediatrix), Australia (TGA Dec’25 2mg/1mg via CSL Seqirus), New Zealand (via CSL Seqirus partnership). Wartime/econ resilient: Essential med demand surges in conflicts/downturns like #IranWar tensions or #WarEconomy slumps. Comps re-rate 300%+; 48% short float = squeeze potential. DCF
$16-25+! 🚀 #Biotech #SPRY #Investing #EconomicDownturn #GeopoliticalRisk
#iran #war #worldwar #navy #army #marines