Financial PerformanceAssertio reported 2Q24 revenues of $31.1M, ahead of our estimate of $29.8M and consensus of $30.1M.
Growth PotentialWith its substantial reset in the rearview, an established CEO at the helm, a strong balance sheet, and cash-generating assets, the Company is poised to return to growth.
Market PositionRolvedon has experienced six consecutive quarters of demand growth and is seeing prescriber growth, heavily driving growth currently.