Mar. 19 at 1:26 AM
$DERM Accutane generic erosion 2025 vs 2024 definitely was significant, but Q to Q hasn’t been that bad in 2025. Ittl be interesting what their guidance will be. Either way we only care about accutane for a few more quarters as Emrosi launch gets underway.
18.86M is revenue estimate. For Q4, I think we get somewhere between 19M - 21M quarterly revenue after subtracting the 10K values from 9 month values in Q3 10Q. My estimate accounts for Qbrexza seasonality and may be a few
$100,000 on conservative side for the franchise products. So I think we are in for an earnings beat!
We just need to be patient a few more quarters, definitely will buy dip if we head back to
$5 or
$6. But I think we are heading back to
$8 -
$10+.