Sep. 13 at 2:49 AM
$ZVRA it’s hard not to be frustrated… like many, I’m mad I didn’t sell at
$12.
But I still believe this is an over reaction. The companies foundations are stronger now than a year ago, yet the price has not changed. So either the company was over valued then, or it is undervalued now.
There are obvious concerns about patient enrollment in the USA; are they adding 3 patients per quarter or 15? Why is enrollment slow? Is it due to coverage (50% of the population), or is it because the number of patients is lower than claimed/expected? These questions need answers…
Either way, EU approval and commercialization is coming soon (6-8months), which will add rapidly 80 patients, and should give access to a much larger patient population in a more mature market. So over
$200M revenue in is easily achievable in 2027 (and possibly in 2026).
