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Faron Pharmaceuticals — Ahead of Critical Decisions
A rich newsflow is expected from Faron. A set of current indicators provides useful clues to what may come next.
Oct 6
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August 2025
Faron Pharmaceuticals — Navigating the Financing Choices to Phase III
Strong data opened the door to Phase III, but funding will decide the pace. Faron can team up with big pharma or rely on equity investments and…
Aug 19
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Hims & Hers Health – GLP-1 Fuels the Engine While Core Business Stalls
Marketing spend of $218 million generated just 73k net new subscribers—the weakest quarterly addition since Q4 2022. Management is relying on a boost…
Aug 5
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July 2025
Diamyd Medical — Pricing the Binary Bet Ahead of the Phase III Interim Readout
Our martingale model shows the market pricing a 34 % success probability and a nearly 200 % upside in the positive scenario. There is also room for…
Jul 29
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Rose Garden Capital
Faron Pharmaceuticals - Transforming Value From Shareholders to HCM
Faron’s questionable financing strategy with HCM shifts value away from shareholders and toward debt‐holders, raising critical questions about dilution…
Jul 24
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June 2025
Hims & Hers Health - Generational Opportunity to Destroy Capital
Hims’ core operations may record negative subscriber growth for the first time in its history in Q2 2025. This leaves the company reliant on its GLP-1…
Jun 30
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Faron Pharmaceuticals — A Share Issue Would Drive Value
An equity raise could accelerate Phase III development, preserve commercial rights, and maximize shareholder value.
Jun 24
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Rose Garden Capital
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