Apr. 10 at 6:36 AM
$XERS Xeris -> A rapidly growing, high-grossing endocrine company with multi-blockbuster potential.
A very rare opportunity in this space, as I see it, grounded in realism.
A)Exceptional Revenue Growth->
How many biotech companies can potentially double their revenue from
$203M to around
$390M within just two years (2024–2026), while already maintaining ~87% gross margins, driven primarily by the rapid uptake of their products? That's a very powerful statement. It reflects an outstanding and consistent growth trend.
B)Profitability & Self-Sustainability->
Xeris is already transitioning toward profitability,and the continued rapid uptake of its products should further improve EBITDA on a QoQ basis. The company is expected to become self-sustaining this year, and as Mgmt. indicated, it should be able to finance the Phase 3 development of XP-8121 from its own profits.
C)Dual Blockbuster strong Potential-> Recorlev&XP-8121. Strong grossing, very profitable,
$3-5B Revenue in the making.