Eliminating 2 Pharmaceutical Stocks
Mar 23, 2025
Took a look at ARS Pharmaceuticals (SPRY) recently. This is an interesting company that just launched a nasal-based epinephrine application called neffy late last year. This is an alternative to the needle-based EpiPen for those with acute allergic reactions. Right now, ARS has this market to itself, and epinephrine is a sizable $2-3 billion worldwide market growing at 8+%. However, ARS is presently a one-product company, and there are many similar products in development at other firms. It just doesn't have the kind of competitive protections I want to see from a "Green Dot" pick. I'm also crossing out Kiniksa Pharmaceuticals (KNSA), a clinical-stage biotech with no steady source of revenues just yet.
Follow @GreenDotStocks
Information contained on this website represents only the opinions of the author and should not be used as the sole basis for investing decisions. By using this site, you agree to all statements in the Site Policy.
Watch List
| WDAY | -14.66% |
| VEEV | 10.18% |
| INTU | 12.14% |
| PSTG | -9.24% |
| CMG | 30.19% |
| RDDT | -3.84% |
| NTNX | 14.13% |
| CRWD | 71.52% |
| SE | 19.77% |
| SNOW | 2.45% |
| APPF | 3.69% |
| PINS | -38.39% |
vs. Fair Value Estimates
Buy List
| ASML | -27.09% |
| SEMR | -42.13% |
| TSM | -45.61% |
| ZETA | -36.33% |
| GOOG | -52.81% |
| NYAX | -34.93% |
| MSFT | -33.01% |
| ODD | -33.41% |
| ASR | -30.64% |
| FLYW | -42.71% |
| HRMY | -61.01% |
| GLBE | -29.48% |
| YOU | -34.88% |
| ABNB | -36.69% |
| MELI | -27.66% |
| ADBE | -45.75% |
vs. Fair Value Estimates
Hold List
| VTEX | -20.00% |
| CELH | 48.96% |
| TOST | 14.30% |
| CPNG | -19.28% |
| HIMS | -22.20% |
| PAYC | -21.97% |
| MNDY | 6.61% |
| ZS | 23.37% |
| V | -8.70% |
| ADSK | -3.90% |
| NOW | -6.74% |
| FTNT | -5.75% |
| TEAM | -11.07% |
vs. Fair Value Estimates