@oncinvestor@lcbnuoH@PositiveTopline I have no position, just commenting that I wouldn't base any investment (long or short) on a price target. UBS obviously needs to set a high price target so they can continue to get business from Cogent.
@Biohazard3737 Really, this is the hill to die on here? Sure I agree that pricing has gotten out of control, but all of the evidence shows that drug prices are a tiny fraction of what's causing health premium increases.
A far bigger criticism of hospital operations and PBMs is warranted.
@charle77238 Keep your head up. Do a thorough post-mortem. Understand what went right and wrong. Otherwise, we'll never learn from our mistakes. Believe me- we've ALL been there.
@Biohazard3737@sleepydragon01@peter_mantas Pretty much every clinical derm would agree with that, as does the literature- but your community GP isint up to date with the literature. And they still remember those stories from years past.
Again, it's more marketing than drug selling. It's essentially like the GLP-1s.
Crazy that $HRTX hasn't been acquired yet. Absolutely flubbed the launch. Seriously horrible execution. But of this valuation, there are a couple players that could do quite well with zynrelef.
@Biohazard3737@peter_mantas When I talk to Reid, he's really pushing women as the big new market. I think he may be right in that women have an underratedly high willingness to pay for a product to stop hair loss/thinning. But it's an extremely expensive market to create. It's consumer marketing.
@BussinBiotech I fear that CorMedix is more focused on being a spec pharm than a kidney company now. With the way it's trading, I bet the board just wants a coherent strategy.
But with the time it takes $TLPH to do quite literally anything, $CRMD has a LONG time to figure out if that's true.