ACAD has zero crippling debt, high margins, and double-digit revenue growth. Solid commercial execution (Nuplazid/Daybue) meets strict value and growth criteria. The author holds a position, noting it surprisingly passes all strict biotech hurdles. Clinical trial risks or regulatory hurdles typical of the biotech sector.
ACAD has zero crippling debt, high margins, and double-digit revenue growth. Solid commercial execution (Nuplazid/Daybue) meets strict value and growth criteria. The author holds a position, noting it surprisingly passes all strict biotech hurdles. Clinical trial risks or regulatory hurdles typical of the biotech sector.
DECK boasts ~55.8% gross margins, ~17% YoY sales growth, and a PEG < 1.5. Strong pricing power (HOKA/UGG) and growth at a reasonable valuation make it a compelling hold. The author holds a position and it perfectly passed the strict 4-point screener. Consumer discretionary spending drops or fashion trends shift away from its brands.
DECK boasts ~55.8% gross margins, ~17% YoY sales growth, and a PEG < 1.5. Strong pricing power (HOKA/UGG) and growth at a reasonable valuation make it a compelling hold. The author holds a position and it perfectly passed the strict 4-point screener. Consumer discretionary spending drops or fashion trends shift away from its brands.