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.
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