当前市值低于35000万美元,手头有20000万美元现金和90000万美元的未来里程碑,其中14000万美元将于明年到账。ESPR预计将于2025年在多个新国家推出药品销售。收购或要约收购可能随时出现,以及大幅看跌22%。
Esperion CFO said "will defintley be billion dollar drugs" At the Cantor event last week (watch playback on Esperion website under events). 200万 patients would generate $90亿 in yearly sales by 2028. In the last 3 months Esperion paid off debt removed posion pill & has shown the door to several top officials including the chief medical officer JoAnne Foody, she was given 12 months pay, her last day was Sept 16, now she is with JNJ, If she was leaving on her own accord, Esperion would not have given her 12 months pay, it is clear Esperion has positioned itself for a SALE. It is rumored, Amgen is sitting on a large amount of cash & could be ready to acquire Esperion.
Statin drugs are the #1 most prescribed drugs in the world. Over 10% of people are statin intolerant and over 20% need alternative drugs to lower bad cholesterol, such as a PCSK9 injection or Ezetimibe which is in NEXLIZEt as a combo drug with Esperions Bempedoic Acid. An estimated 20 % of the 7100万 Americans that take statin drugs need additional combination lowering to get to a safe LDLc level. Ezetimibe which is only 15% effective by itself had almost 900万 prescriptions in 2023, that number is drastically set to decline considering the new label for both NEXLIZEt and NEXLETOL. NEXLIZEt is as effective as a statin and works better than many statin drugs without serious side effects or raised blood sugar, it drops your levels by 40% & some patients over 50% , this drug should easily exceed 200万 scripts on yearly basis by 2028, which would generate a massive amount of sales, around $90亿 in yearly revenue for ESPR.
Deep Sea : 这是高风险股票。不能保证该公司会被收购。
Deep Sea : 我更喜欢辉瑞,它已存在超过100年。这是一家基本面强劲的公司。股息率超过5%。我更喜欢买入和持有一个知名且稳定的股票。
10xStockPicks 楼主 Deep Sea : 实际上,这并不是高风险,因为它拥有强劲的资产负债表,而且股价远低于内在价值。你在这里忽略了重点,任何想要获得严重向上回报的人都需要在公司增长曲线之前投资。 Esperion拥有这种产品,并处于一个巨大的市场空间中。$ PFE增长缓慢
Growth Investor27 : 日本资讯应该很快就会出来。我知道大塚非常兴奋地开始销售这些他汀类替代药物。ESPR将会表现得非常好。
Tonyco Deep Sea : 不会说是高风险-只是因为已经开始销售这些药品。在FDA批准之前我会同意。