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📊 This Week in Visuals:
📈 Broadcom $AVGO
☁️ Zscaler $ZS
🎨 Figma $FIG
🧘🏻 Lululemon $LULU
🌐 Samsara $IOT
🛠️ GitLab $GTLB
and more!
https://t.co/bOOyF2PRT0
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📊 This Week in Visuals:
📈 Broadcom $AVGO
☁️ Zscaler $ZS
🎨 Figma $FIG
🧘🏻 Lululemon $LULU
🌐 Samsara $IOT
🛠️ GitLab $GTLB
and more!
https://t.co/bOOyF2PRT0
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Yellowbrick Investing
$AQST
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$AQST
$AQST- why I bought shares,
Total Addressable Market (TAM) for EpiPen and other epinephrine auto-injectors is driven by the global demand for emergency treatments for anaphylaxis, a severe, life-threatening allergic reaction. Based on available data:
Global Epinephrine Market Size:
The global epinephrine market was valued at $2.87 billion in 2023 and is projected to grow to $6.93 billion by 2034, with a CAGR of 8.34% from 2024 to 2034.
Specifically for anaphylaxis treatment, the global market was estimated at $1.67 billion in 2024 and is expected to reach $3.32 billion by 2032, with a CAGR of 9.0%.
The U.S. epinephrine market, a significant portion of the global market, was worth $1.07 billion in 2022 and is projected to grow at a CAGR of 10.8% through 2030.
$AQST is developing Anaphylm (epinephrine) Sublingual Film, a product directly positioned to compete with EpiPen and other epinephrine auto-injectors. Key details about Anaphylm and its competitive potential:
Product Overview: Anaphylm is a polymer matrix-based epinephrine prodrug delivered sublingually, designed as a needle-free alternative for treating severe allergic reactions, including anaphylaxis.
It is portable (smaller than a credit card), does not require water or swallowing, and is weather-resistant, addressing key limitations of auto-injectors like EpiPen, which can be bulky and intimidating for some users as well as being more "cost efficiant" CHEEPER!
EPIPEN $600–$750 for a two-pack!
🚨🚨🚨A 2023 study noted that only 40% of high-risk patients carry auto-injectors due to inconvenience or fear, a gap Anaphylm could address
SUMMERY- The TAM for EpiPen and epinephrine auto-injectors is substantial, with the global epinephrine market valued at $2.87 billion in 2023 and the U.S. market at $1.07 billion in 2022, driven by rising allergy prevalence and demand for emergency treatments. Aquestive’s Anaphylm Sublingual Film is a promising competitor to EpiPen, offering a needle-free, portable, and potentially cost-effective alternative. The FDA’s decision to skip an AdCom meeting signals strong data and a high likelihood of approval by early 2026, positioning Anaphylm to capture a significant portion of the market (estimated $300–$400 million in peak U.S. sales). tweet
X (formerly Twitter)
JEFFERY @TriggeredCapital (@trentkelp) on X
$AQST- why I bought shares,
Total Addressable Market (TAM) for EpiPen and other epinephrine auto-injectors is driven by the global demand for emergency treatments for anaphylaxis, a severe, life-threatening allergic reaction. Based on available data:
Global…
Total Addressable Market (TAM) for EpiPen and other epinephrine auto-injectors is driven by the global demand for emergency treatments for anaphylaxis, a severe, life-threatening allergic reaction. Based on available data:
Global…
Offshore
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App Economy Insights
What are you watching this week?
• Tuesday: $ORCL $RBRK $SNPS $GME
• Wednesday: $CHWY
• Thursday: $ADBE
All visualized in our newsletter. https://t.co/Ei8nEF37rv
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What are you watching this week?
• Tuesday: $ORCL $RBRK $SNPS $GME
• Wednesday: $CHWY
• Thursday: $ADBE
All visualized in our newsletter. https://t.co/Ei8nEF37rv
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Offshore
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Aadit Sheth
This guy literally shows you how to take notes so you never forget https://t.co/dgKFlwTBWs
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This guy literally shows you how to take notes so you never forget https://t.co/dgKFlwTBWs
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Offshore
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Umesh
Every duel reflects an inner war unspoken!
Image : Midjourney
Animation: Hailuo AI
SFX/Music : ElevenLabs & Suno https://t.co/kKhY07agBL
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Every duel reflects an inner war unspoken!
Image : Midjourney
Animation: Hailuo AI
SFX/Music : ElevenLabs & Suno https://t.co/kKhY07agBL
Seven Samurai! https://t.co/HIbMe8bpsm tweet
Offshore
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Riley Brown
One shot.
Oh… and we’re adding GPT-5 high tomorrow.
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One shot.
Oh… and we’re adding GPT-5 high tomorrow.
Okay this crazy.
I literally one-shotted an IOS app with @vibecodeapp
It shows:
1. Parking slots
2. How many spots available
3. How much is the hourly rate
Just crazy. https://t.co/nOTX1QHTvM tweet
Offshore
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Investing visuals
$TSM vs $ASML: probably the most important businesses on earth right now. There are no AI chips without either of them.
Which do you personally prefer? https://t.co/9ny6gNpqfc
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$TSM vs $ASML: probably the most important businesses on earth right now. There are no AI chips without either of them.
Which do you personally prefer? https://t.co/9ny6gNpqfc
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