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Aerie Pharmaceuticals, Inc. (AERI)

NasdaqGM - NasdaqGM Real-time price. Currency in USD
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13.23-0.10 (-0.75%)
At close: 4:00PM EDT
13.48 +0.25 (+1.89%)
After hours: 05:22PM EDT
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  • M
    Some are expressing doubts about the company( I have some as well) HOWEVER, this market cap doesn’t even come close to accounting for current/future Rock and Rho sales, let alone any future products sales. I don’t think people understand the value of their PRINT technology (nor do I think the company clearly communicates this value)
  • K
    Overreaction by investors. As mentioned, efficacy of treatment is good. Although missed the endpoints. But that is not Required for FDA approval. Analyst still deem the result is good enough to get fda approval
  • D
    Hey JIM... your thoughts about the CEO & Chairman walking away from Both roles immediately, and leaving them with an abrupt Void In The Company'd Leadership for two high roles.? And, is it just "uncanny coincidence" that he leaves both posts, immediately after the wishy-washy trial results.??
  • D
    Hey Jim, how are you feeling today?
  • M
    CEO- out
  • E
    Efficacious at 14d and end of trial; failed mid-course at 28d. That's not a real failure. Do the shorts know how to read?
  • D
    WELL, after the huge knee jerk reaction yesterday morning... (9:30 to 11am) the volume has held up strong and the price has indeed been rising. So that seems positive. Obviously, there have been more buyers than sellers (since 11am yesterday) and that has brought the price back Up. I listened to the Conf. call, and they all seemed pretty positive about Much of the results...
  • s
    Some times it is better to take your medicine and move on...

    Holding on to hope too long could be costly...

    Good Luck to all and do your due diligence always...
  • B
    (ETTX) $2.80 --2x BIG Phase 3 Drugs with readout in October /spun out from Astrazeneca = Next 1000% opp guys

    "Entasis Therapeutics and Zai Lab Complete Patient Enrollment in the ATTACK Phase 3 Registrational Clinical Trial of Sulbactam-Durlobactam--- – Phase 3 top-line data readout now anticipated in early 4Q 2021

  • D
    Nice day, at the end. Will It Stick, or drift back down again....we'll see.
  • b
    Oh well!

    Looks like company is going to go ahead with two P3 trials and another one for safety profile in next year!

    Don't know much about details but looks like success to me when drug shows efficacy and P3 will be conducted!

    Would not be surprised if PPS stays up...

    Not exactly blow out or home run but very good results to continue on with P3 trials from P2b!

    GLTA in stock casino!
  • J
    Dry Eye Ph 2/3 results in next 5 weeks or less. By end of 3rd quarter.
  • D
    I will say this: last Quarter results did see a +50% increase in Revenue from the previous year. They reported Quarterly 27.2M which was +50% higher than the 18M from the previous year. So There's THAT line of business and sales that seems to be operating well, but they need to continue reducing their Expenses also.
  • t
    They had some interesting insights about AERI on ( Definitely made me think twice about the company.
  • V
    My calculation based on their presentation chart put total around 230K bottle
    We going to have $19M+ in revenue this quarter ($85/bottle rate) which actually very very good given all Eye clinic have impact due to covid 19.

    I think recent script data indicate inflection point much closer for Rockalatan. Covid19 may be keeping it from going much higher but given how important Glucoma treatment, it will sell.
  • D
    Well....At least Oppenheimer is maintaining an Outperform rating and $24 price target, while Needham - on July 17th, assigned AERI a BUY rating and price target of 32... so....there's THAT. Here is the link:
    Analysts have been eager to weigh in on the Healthcare sector with new ratings on Aerie Pharma (AERI – Research
    Analysts have been eager to weigh in on the Healthcare sector with new ratings on Aerie Pharma (AERI – Research
  • V
    My bottle count was spot on. While revenue $18 due to lower per bottle cost, Important part is volume and market share. Both they are gaining.

    I think once they have very good coverage on Medicare D, We may acheive 15% market share very easily in just 2 year.
    So What 15% share even at $70 Bottle would look like in USA?
    We talking about 8M bottle x 70 = $560M

    So bottles are way more important than per bottle price. I think keeping lower price they can gain market share quickly as payer would have less resistant to go for cheaper alternative.
  • U
    Seems not to be much of a following here but if anyone is willing to engage, I'd like to know what your long thesis is. My take on the pps is that Mr. market does not want to wait for positive fcf which may be 2-3 years away despite product on the market. Thoughts?
  • B
    Updates from the most recent corporate presentation:
    - A sharp increase in the actual weekly sale (see slide 7).
    The question is if the price-per-bottle is as before? If yes, this may change their income projection for 2019.
    SEC Filing | Aerie Pharmaceuticals, Inc
  • S
    See my earlier posts below. Did anyone else listen to the conference call and how not one of the analysts asked the tough questions of management? Why didn't one of the analysts ask why NO ONE in the company has bought their own stock at all time yearly lows???? Hoping that another Pharma or fund takes them out very soon before they finalize a partner agreement in Europe. Management is building a huge empire on a tiny spec of land - way too much overhead - other competitors could do so much better.