Added to YB: 2026-03-25
Pitch date: 2026-03-23
ASRT [bullish]
Assertio Holdings, Inc.
+61.19%
current return
Author Info
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Company Info
Assertio Holdings, Inc., a pharmaceutical company, provides various products to patients in the United States.
Market Cap
$116.5M
Pitch Price
$13.99
Price Target
42.80 (+90%)
Dividend
N/A
EV/EBITDA
7.16
P/E
-3.80
EV/Sales
0.79
Sector
Pharmaceuticals
Category
value
Assertio (NASDAQ: ASRT)
ASRT: Pharma co w/ Rolvedon (oncology drug, IP through 2039) at 70%+ rev, grew 32% at point-of-sale 2025. Trades 0.3x 2026 EBITDA ($40M run-rate post Q2 26). Q3 25 shipped 3Qs demand for smooth transition; $75M AR collects Q2 26 = $50M FCF on $85M mcap. 30% EBITDA margins. Opioid/lawsuit overhang cleared. New CEO (ex-Astellas, scaled Xtandi to $5B rev). Risk: competition & potential M&A ($30-50M budget). PT $42.80, 5x EBITDA = 2.2x upside.
Read full article (9 min)