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ASRT
ASRT·Drug Manufacturers - Specialty & Generic·United States
Assertio Holdings, Inc., a pharmaceutical company, provides various products to patients in the United States. Its pharmaceutical products include INDOCIN, an oral and suppository solution for the tre...
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ASRTASRT
2026-03-25🏥 HealthcarePitch
Externalby everyonehatespoetry · Substack
everyonehatespoetry on ASRT (ASRT)
公司名称
Assertio Holdings
主要经营地
美国
详细生意模式
制药公司，Rolvedon肿瘤药占收入70%+，2025年POS增长32%，IP保护至2039年；新CEO(前Astellas，曾将Xtandi扩至$5B)
护城河
🟡中：Rolvedon单品依赖+长期IP至2039年+新管理团队背景优异
估值水平
0.3x 2026E EBITDA($40M)，MCap仅$85M，极度折价
EV/Market Cap
TEV $63M / MCap $86M
网络观点
极低估值(0.3x EBITDA)，Rolvedon+32%增长，$75M AR于Q2收回=$50M FCF；阿片类诉讼已清除
AI观点
Rolvedon IP强度真实且增长确认(+32%)，新CEO背景优异；Q2 2026 $50M FCF on $85M MCap极具吸引力；但单药依赖风险和潜在竞争/M&A需关注
原文日期
2026-03-25
作者简介
顶级作者，总回报28.9%