Report by Bios Research
Aaron Fletcher made his second appearance at our Best Equity Short Ideas Conference, pitching SPRY as Bios’ short idea (his previous recommendation was CureVac which generated significant alpha). While SPRY's share price is up more than 200% over the last year as the company prepares for the commercial launch of its nasal spray alternative to compete with EpiPen, Aaron flagged several areas of concern ranging from competition, pricing, TAM, insurance issues and product effectiveness. Click here to listen.