Feb. 4 at 3:06 PM
$AYTU This is more “steady specialty pharma with an upside catalyst” than “binary biotech moonshot.” If EXXUA ramps, EBITDA likely flips positive fast. If not, downside seems cushioned by the existing
$15M/quarter base.
Next 2–3 quarters = all about EXXUA scripts, not GAAP net loss noise!