GBA Presents: House of Gummy-!

OSW OneSpaWorld Holdings Limited
I don't know why I still think this stock is going to rip up.
Look at one year % move it's 20+% and then 1 month it's dead.
SLEEPING Giant or POS?



$11.88 0.02 (+0.13%)10:22 AM 08/11/23
NASDAQ | $USD | Realtime
 
EVLV had a pretty decent report. I don't like their forecast EBITDA decreasing, but they up'd their ARR along with the rest of their guidance. I have a feeling they're sandbagging that too. It has pretty much held $5.50ish since the last report, and I don't see anything here that would send it below that level, assuming that level was fair in the first place. Still pricey imo, but they don't have any debt, and I don't see their business dropping off anytime soon. $6.05 as I type. Top line margins improved a little, that's always good. That(forecast) ebitda contraction might be because they have to gear up near term for increased demand.

Not a lot of institutional ownership though. We'll see what they say on the call. I'm still leery of these spac's, but these guys seem pretty much on the up and up.

$6---> :thumbsup:
The Children Feast!!!!
EVLV ---> $7.43 (28%) :wtf:

Archer went red. $5.83 :D
 
IT'S MOST LIKELY NOT A GOOD MOVE TO BUY TECH NOW.

I WOULD THINK MORE HEAVY STUFF...

THIS FUCKING STK-- IS A MONSTER!

VRT Vertiv Holdings Co

$34.04 0.16 (+0.49%)10:19 AM 08/11/23
NYSE | $USD | Realtime
Wait for the offering-seller to unload like NVTS did at $7.00. I remember waiting a month for BURL to absorb at $44.
 
Graig C. Suvannavejh

Congrats on the quarter. Just 2 questions. One, maybe another way to ask a question that people seem to be trying to get at. Do you have any color on -- or can you provide any color on kind of new prescription trends versus refill trends? Any kind of metrics you can provide there and how that's evolved? And then my follow-up is I'm curious about the expansion efforts to go beyond the ALS centers. And if you could perhaps put into context the portion of ALS prescribers that you're targeting or that you hope to get that are outside of the ALS center setting.

Justin B. Klee

Yes. So maybe I'll start and then have Margaret join in, too. So again, we're 3 quarters into launch. We have roughly 3,800 net people on treatment as of the end of Q2, which we're very pleased about. I mean that's 3,800 people with ALS we're helping. But that means that there's many, many more people that we'd like to help as well. But I think we all here are constantly reminded of the mission at hand.
And I think the ALS market in many ways is unique, and it's -- because it's a large rare disease, there's a huge unmet medical need. And historically, there have been few treatment options. And so I think the way that we've thought about our business, as Margaret was sharing, is to focus on the ALS specialists and then continuing to look to broaden out. And so I think as we look at our prescription numbers, where our people have focused is where we're seeing the prescriptions as well.
 
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