Jeremy Peskoff

[Jeremy Peskoff @jbone012870]

@Michigan_Value Harrow got to over $60 not that long ago. They put up an awesome quarter that showed tremendous operating leverage in August 2024. The recent results have not been as stellar. I realize they are building and that takes investment

[Jeremy Peskoff @jbone012870]

@Michigan_Value if you think ETON can do $10 per share in a few years it’s not that underpriced. It is in a specialty pharma business that has obvious risks. But, it is a cash machine now and has done an impeccable job with acquisitions. Many more in the pipeline i am told

[Jeremy Peskoff @jbone012870]

@Michigan_Value ETON has had tremendous execution but is mostly involved with orphan drugs and finding very creative ways in which to price, distribute, get reimbursed. Balance sheet is clean. Did take a few years to build. That’s for certain. Is in much less competitive markets

[Jeremy Peskoff @jbone012870]

@brooklynrichied @TimHughesIX so they can continue to fund all of the OTHER HORSES in their stable so that can keep the sport going. simple as that r

[Jeremy Peskoff @jbone012870]

@brooklynrichied @TimHughesIX i live in CA and Schwarzenegger gave the Indians a gambling monopoly at the expense of horse racing and card rooms. so, we can’t really compete with KY, AR, NY. very few owners make money in this business. when they have an opportunity to do so, they have to grab it

[Jeremy Peskoff @jbone012870]

@brooklynrichied @TimHughesIX it’s a huge business! it’s not the responsibility of a few owners to support an entire business! Repole tries and i laud him for it. Bottom line: other forms of gambling have eaten into horse racing except in those states that protected the sport.

[Jeremy Peskoff @jbone012870]

@P_Remarks Jenssen’s Nvidia Chlamydia might keep the rio contained at least until tomorrow

[Jeremy Peskoff @jbone012870]

@braden_tewinkel @EyeFarma Opaleye has done so in the past with good success usually. Mark and Andrew own a ton of stock and got a lot more through the RSUs when the stock traded over several hurdles in 2024. Would make sense for them to add as a signal

[Jeremy Peskoff @jbone012870]

@TimHughesIX if I bought the said 2 year old who breezed quickly for $2 million and could breed him to 200 mares at $20,000 per pop on year 1, then i or anyone with business sense would send him to stud

[Jeremy Peskoff @jbone012870]

@ACapitalLP a friend once told me “stocks are like strippers. You can be very attracted but never fall in love with them

[Jeremy Peskoff @jbone012870]

@atTheTrack7 it’s far worse than that. The Green Monkey was 23 years ago. Thats really $32 million in today’s dollars. seattle dancer is in the mid 80s. That’s more like 4.5x inflation adjusted or like $60 million today. To be fair, i should also adjust the earnings for inflation too!

[Jeremy Peskoff @jbone012870]

@jimcramer as Mel Brooks said in History of the World Part I, “it’s good to be the king!”

[Jeremy Peskoff @jbone012870]

@Ron_Trades 30 is a completely different level. But, hope was very high a few years ago. Another reason why the market may not be as ecstatic as you

[Jeremy Peskoff @jbone012870]

@Ron_Trades has gone from $2 to $30 but the stock is down since reporting in August of 2024 when it opened at 34. That was 2.25 years ago. Got above 60 soon thereafter. they put up an awesome quarter that demonstrated massive operating leverage. its massively underperformed

[Jeremy Peskoff @jbone012870]

@Ron_Trades They aren’t there YET. But, the stock will go much higher if they find/build a drug that has all of those characteristics

[Jeremy Peskoff @jbone012870]

@Ron_Trades For a drug to command a massive multiple: Has to serve a major clinical purpose. Has to have many customers/users. Has to be reimbursed by many/all insurers. Has to not have massive volatility/to have steady, reliable cash flows

[Jeremy Peskoff @jbone012870]

@Ron_Trades Very difficult! no doubt about it.

[Jeremy Peskoff @jbone012870]

@Ron_Trades Selling drugs and most importantly, getting them reimbursed, is a completely different business.

[Jeremy Peskoff @jbone012870]

@Ron_Trades The company has been a compound pharmacy operator for most of its life (Imprimis). To management’s credit, they realized that the writing was on the wall in that business so they decided to acquire ophthalmological drugs and enter that business