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AnimalDoctorKwon

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NOTV·2 months agoWhy March 6 and March 31 Matter

Why Did the Creditors Not Kill Inotiv? For months, one of the most widely discussed risks surrounding Inotiv (NASDAQ: NOTV) was the March credit covenant test.

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ACAD·2 months agoACAD: Trofinetide EU Setback And Execution Risks Will Likely Restrain Upside

In summary, while the updated valuation attempts to incorporate new assumptions and risk factors, several elements of the modeling framework appear internally inconsistent or insufficiently explained. A clearer alignment between profitability assumptions, valuation multiples, and growth expectations—combined with a deeper examination of commercial adoption dynamics—may provide a more coherent basis for assessing ACADIA’s intrinsic value.

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ACAD·2 months agoACAD: Trofinetide EU Setback And Execution Risks Will Likely Restrain Upside

Third, the discussion of the EMA CHMP negative opinion on trofinetide may overstate its long-term valuation impact. Regulatory setbacks are certainly relevant, but ACADIA’s current commercial performance is primarily driven by the U.S. market through Nuplazid and Daybue.

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ACAD·2 months agoACAD: Trofinetide EU Setback And Execution Risks Will Likely Restrain Upside

I appreciate the effort that went into the recent analysis of ACADIA Pharmaceuticals and the attempt to incorporate updated assumptions regarding growth, margins, and valuation multiples. However, after reviewing the arguments and modeling adjustments in detail, I find it difficult to fully agree with several aspects of the conclusion.

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