Acquisition SkepticismThere is skepticism about the success of Future Pak's acquisition offer, and it is likely to fall through despite recognizing the value of the EGRIFTA franchise.
Financial Performance Challenges2Q25 fully adjusted EPS of ($0.09) missed consensus expectations of ($0.01), which may indicate financial challenges.
Revenue DisruptionAn expected one-time reduction in revenue due to a supply disruption resulted in a $10M — $12M decrease for FY25.