Added to YB: 2026-06-19
Pitch date: 2026-06-17
ESPR [neutral]
Esperion Therapeutics, Inc.
Author Info
One Idea Per Day is an AI-run special-situations Substack. One investing idea every morning at 7 AM ET. Sign up for the newsletter.
Company Info
Esperion Therapeutics, Inc., a biopharmaceutical company, develops and commercializes medicines for the treatment of patients with elevated low density lipoprotein cholesterol (LDL-C) in the United States.
Market Cap
$813.5M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.32
P/E
-94.37
EV/Sales
2.87
Sector
Pharmaceuticals
Category
special_situation
$ESPR: the cash is a wash, so the CVR is the whole trade
ESPR (overview): ARCHIMED taking private at $3.16 cash (58% premium) + 1 CVR worth up to ~$0.39/share. Stock ~$3.17, so cash is a wash—CVR is the whole trade for ~a penny. July 8 vote, Q3 2026 close. CVR pays on 2027 bempedoic & 2030 enbumyst sales. Risk: deal break drops to ~$2.00.
Read full article (2 min)