Mar 24, 2025
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5 min read
ALC is getting a sweetheart deal and grossly undervalues LNSR
Mar 19, 2025
18 min read
Taking a look at the CPRI trade w/ new info and why BBW is looking good after that earnings print
Mar 11, 2025
21 min read
Going over earnings for the first four companies + a quick update for SHCO
Mar 3, 2025
4 min read
Post-Q4 Earnings Commentary
Feb 24, 2025
26 min read
Growing procedural market share, inflecting positive FCF, and a growing recurring revenue segment
Feb 18, 2025
63 min read
Summarized notes from two lawyers on the GLP-1 shortage and compounding post-shortage
29 min read
Previous estimates for GLP-1 contribution may have been seriously underestimated
Feb 7, 2025
12 min read
Why recent information has made us question the accuracy of unit history in filings
Feb 2, 2025
Notes from our conversation with an FDA lawyer with >40 years of experience
Jan 27, 2025
24 min read
An update on the semaglutide shortage + what happens after?
