Mar. 17 at 2:51 PM
$ASRT Based on trading this morning, it doesn't appear that the financial markets believe management's story of Rolvedon sales ramping up. I can't blame them. They did
$18M in Rolvedon sales in 2Q 2025----the highest level they have ever reported in a quarter (they announced doing
$38M for Q3 + Q4 + Q1 combined in Q3 '25----the latter 2 quarters were discontinued at some unknown level to presell them to distributors). They will do approximately
$12M in sales in Q1 as, again, there will be no Rolvedon revenue (they said new sales till distributors won't start till April). So, if they were to do the upper end of their 2026 revenue projection, i.e.
$125M for the year, they would need to do
$113M in last 3 Qs. Legacy sales will slide so figure no more than
$30M over the last 3 quarters for them. As such, Rolvedon would need to do
$83M for those 3 quarters. Does anyone really believe they can do that based off of historical trends? Stock price says no one does.
