Sorry my question was: How many adult patients with kidney failure receiving chronic hemodialysis through a central venous catheter are there? And what is the cost benefit of threating them with DefenCath over a regular one? Because if the cost of that treatment is higher then the cost of threating the complication it is trying to resolve adoption could be slowed due to unwillingness to cover from the insurance side and other cost factors that could drive adoption. If their future endeavours do work out, there might be room for growth. for a P/E of 12 they would have to have at least some products, with patent protection that run that long (dethenCath is 10,5 years starting August 2023)

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Defencath has a very strong growth profile right now with revenue of 31-39-40 up to 85m last Quarter. Uptake is dependent on medical centers adopting defencath which takes a few month to get running but still plenty of room to grow. They see opportunities to certify defencath for other use cases. Last EC they mentioned a possible expanded TPN indication which is an additional TAM of 750m and they have other "shots on goal" to expand revenue with their recently acquired portfolio of products from their melinta acquisition. But barring all that I'd they just continued flat from this quarter on and you give them a p/e of 10-12 that would still be a tripple.

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Without games NVIDIA literally wouldnt exist, but crypto was w/e. The first quarter with pretty relevant data center revenue was Q3 2016.

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Hi guys, I’ve been wanting to dabble with options. I had a full plan to buy puts before Carvana’s last earnings. But, since the stock dipped before earnings, I got cold feet. It would have played out well. Now I’m considering buying calls for ultabeauty. My thought process is that since economic data is being hidden, it shows that we are most likely in a recession. Beauty stocks doing well are a recession indicator. Therefore it seems like a good play. With a P/E ratio of 20 it seems like it has some room to grow. Especially if they beat their earnings expectations.

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Imagine panic selling 66% YoY revenue increase with 25 forward P/E

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Meta is still a major cash cow and trading at a 28 P/E looks pretty attractive at these levels.

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Not before resetting P/E ratios to historical norms.

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E) all in spy puts

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Yeah P/E is high, margins are a risk, it is true. But revenue is compounding, moat is real, and hospitals can’t switch. 2x upside isn’t a moonshot, it’s solid risk/reward if they execute

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They have a really high P/E and F P/E for a non-tech company with a lot of margin threats as you pointed out. I'm not seeing what you think the potential upside is here? 2x at most?

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