$Zscaler (ZS.US)$
People focuses too much on their current beat and report, but for a hyperscaler and growth stock like ZS, lowering their future guidance greatly impacts the confidence and growth trajectory. It is not recommended to catch the falling knife as it starts falling. Market is filled with opportunities and it is certainly not the best time to buy now.
People focuses too much on their current beat and report, but for a hyperscaler and growth stock like ZS, lowering their future guidance greatly impacts the confidence and growth trajectory. It is not recommended to catch the falling knife as it starts falling. Market is filled with opportunities and it is certainly not the best time to buy now.
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$Pacira BioSciences (PCRX.US)$ $iShares Russell 2000 ETF (IWM.US)$
Besides all the information that is publicly available and that I’ve posted in my previous two comments. Here’s something to keep in mind for PCRX future if you want to make your decision to buy, hold, or sell:
1. Diversification of product pipeline greatly reduces the risk of further top-line (revenue) erosion even if we assume the worst case scenario for Experal (which itself is ex...
Besides all the information that is publicly available and that I’ve posted in my previous two comments. Here’s something to keep in mind for PCRX future if you want to make your decision to buy, hold, or sell:
1. Diversification of product pipeline greatly reduces the risk of further top-line (revenue) erosion even if we assume the worst case scenario for Experal (which itself is ex...
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$Pacira BioSciences (PCRX.US)$ I believe whoever saw my last comment om this stock has generated a good return over the past week. I think the opportunity is still not fully capitalized and fundamental reasonings from last time still persist.
Additionally, just look at the imsider activities. Wow, from CEO to multiple directors, they are buying and loading a ton of shares and no one is selling. This is just another signal supports my theory and the share price. From its funda...
Additionally, just look at the imsider activities. Wow, from CEO to multiple directors, they are buying and loading a ton of shares and no one is selling. This is just another signal supports my theory and the share price. From its funda...
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$Pacira BioSciences (PCRX.US)$ Let’s layout their current situation and see if the market has priced it appropriately:
Good news:
1. ASP for Exparel +6% reimbursement from the new law
2. THREE Extra upcoming Patent litigation against eVenus infringement
3. Despite the approval, Truist Securities anticipates that eVenus will not be able to launch its generic product until at least the late 2030s due to ongoing patent litigations which means LIMITED DOWNSIDE to current revenue...
Good news:
1. ASP for Exparel +6% reimbursement from the new law
2. THREE Extra upcoming Patent litigation against eVenus infringement
3. Despite the approval, Truist Securities anticipates that eVenus will not be able to launch its generic product until at least the late 2030s due to ongoing patent litigations which means LIMITED DOWNSIDE to current revenue...
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$First Republic Bank (FRC.US)$ There’s nothing wrong with takig profit. you wouldn’t want to risk it all for couple more bucks increase.
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