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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks E / Esperion Therapeutics (ESPR)
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Author: LucidDreamer   😊 😞
Number: of 19 
Subject: Re: Anatomy of a Moon Shot...
Date: 09/20/24 12:31 PM
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No. of Recommendations: 3
1. not relevant to me.
2. ANDA lawsuits are commonplace. CFO Ben addressed this on the conf call this week, too. Nothingburger.
3. not relevant to me.
4. honestly, I know you sent a couple emails too. (I won't respond to emails). This seems like baiting. US sales are not underperforming. They are up 40% y/y in latest Q. Tech companies can't even do that now. Likely they will be in neighborhood of $33m for Q3 which is 65% y/y. Outstanding.

Your other earlier email comment was also a false narrative about "why is Esperion pivoting in 2026 from CV". They never said that. No one said that. It is like the "when did you stop beating your wife" line...intended to create drama where none exists.

Esperion via Ben on call this week, for example, spoke of securing their patents on the new indications/next-gen drugs in their pipeline, and once they have those in place they want to have an investor day to review. He further stated that he would expect that IF Esperion is still a standalone company in 5 years (not 2026...he said 5 years) he expects they are known as more than just a CV company by then. This implies that if they aren't acquired, they fully expect they will be developing these next-gen drugs for uses outside of CV. There is no giving up on CV in that statement. It implies diversifying their IP portfolio, which is a positive.

all the best,
Dreamer
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This community has written 19 posts about Esperion Therapeutics. The article-length ones it recommended most:
Anatomy of a Moon Shot... · 11 recs · 2024
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