We came across a bullish thesis on ARS Pharmaceuticals, Inc. on Value Degen’s Substack’s Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on SPRY. ARS Pharmaceuticals, Inc.'s share was trading at $10.15 as of September 11th. ARS Pharmaceuticals (ARS) is positioned in the epinephrine delivery market with its nasal spray, Neffy, supported by a portfolio of patents covering composition, formulation, dosage, delivery devices, and absorption-enhancing companion drugs, w ...

– Accomplished biopharma executive and entrepreneur brings a 25-year track record of upscaling valuable companies and realizing the potential of their innovations – SAN DIEGO, Sept. 17, 2025 (GLOBE NEWSWIRE) -- ADARx Pharmaceuticals, Inc. (ADARx), a late-stage clinical biotechnology company developing next-generation RNA therapeutics, today announced the appointment of Laura Shawver, Ph.D., as Chair of its Board of Directors. “We are honored to welcome Dr. Shawver to our Board. Laura’s outstanding track r ...

Findings accepted for publication in the official journal of the American College of Allergy, Asthma and Immunology About 9 out of every 10 patients experiencing anaphylaxis were effectively treated with a single dose of neffy Results suggest real-world effectiveness of neffy is consistent with that historically reported for epinephrine injection SAN DIEGO, Sept. 08, 2025 (GLOBE NEWSWIRE) -- ARS Pharmaceuticals, Inc. (Nasdaq: SPRY), a commercial stage biopharmaceutical company dedicated to empowering at-ris ...

Summary of ARS Pharmaceuticals Conference Call Company Overview - **Company**: ARS Pharmaceuticals - **Product**: Nefi, a needle-free epinephrine delivery device aimed at displacing injectable epinephrines [1][2] Key Points and Arguments Launch and Market Strategy - **Launch Timeline**: Nefi was launched approximately ten months ago, focusing on access and awareness [1] - **Direct-to-Consumer (DTC) Campaign**: Initiated in May/June, with linear TV ads starting in July, expected to drive uptake [2] - **Physician Adoption**: Approximately 10,000 doctors have prescribed Nefi, with early adopters showing increased prescription rates over time [6][7] Market Dynamics - **Patient Education**: High awareness among doctors (98%-100% would prescribe if patients request Nefi) is crucial for adoption [5] - **Market Research**: Aided awareness of Nefi increased from 20% to 49% in recent surveys, indicating effective campaign reach [17][18] - **Prescription Trends**: The company anticipates a natural decline in overall market share post back-to-school season but expects recovery as awareness grows [21][30] Financial and Operational Insights - **GoodRx Program Discontinuation**: The decision to discontinue the GoodRx program was made due to financial losses from pharmacists using multiple coupons, resulting in a drop in cash pay from 20% to nearly 10% [21][22] - **Market Share Goals**: To sustain revenue, the company aims to increase market share from 3.5% to 5% by leveraging awareness and patient demand [41][42] Legislative and Advocacy Efforts - **Advocacy Group Support**: Advocacy groups are pushing for legislation to encourage restaurants to stock epinephrine, with Nefi seen as a safer alternative to auto-injectors [58][59] - **California Legislation**: New bills are being considered in California to mandate epinephrine availability in restaurants and schools, with support from the California Restaurant Association [60] Future Outlook - **Market Share Growth**: The company expects to build market share through new patient prescriptions and increased awareness, particularly among children [34][39] - **Formulary Inclusion**: Anticipation of Nefi being included in formularies by January 1, which could enhance market access [43][44] Additional Important Insights - **Consumer Preferences**: The preference for Nefi over injections is high, particularly among parents and caregivers [20][34] - **Real-World Data**: The Nefi Experience Program is expected to provide valuable data to build trust and confidence in the product [51][54] - **Economic Considerations**: The company is focusing on reducing copays and improving access for patients with commercial coverage [35][36] This summary encapsulates the key discussions and insights from the ARS Pharmaceuticals conference call, highlighting the company's strategies, market dynamics, and future outlook.

ARS Pharmaceuticals (SPRY) Q2 2025 Earnings Call August 13, 2025 08:30 AM ET Speaker0Good morning and welcome to the ARS Pharmaceuticals Conference Call. At this time, all participants are in a listen only mode. After the company's prepared remarks, we'll open the line for questions. Please be advised that this conference is being recorded. I'll now turn the call over to Justin Chalka, Chief Business Officer.Please go ahead.Speaker1Good morning, and thank you for joining our second quarter twenty twenty fiv ...

Company Performance - ARS Pharmaceuticals, Inc. reported a quarterly loss of $0.46 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.41, and compared to a loss of $0.13 per share a year ago, indicating a significant decline [1] - The company posted revenues of $15.72 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.98%, and showing a substantial increase from year-ago revenues of $0.5 million [2] - Over the last four quarters, ARS Pharmaceuticals has surpassed consensus EPS estimates just once, but has topped consensus revenue estimates two times [2] Stock Performance - ARS Pharmaceuticals shares have increased approximately 57.9% since the beginning of the year, significantly outperforming the S&P 500's gain of 9.6% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.41 on revenues of $29.98 million, and for the current fiscal year, it is -$1.44 on revenues of $84.04 million [7] Industry Outlook - The Medical - Drugs industry, to which ARS Pharmaceuticals belongs, is currently ranked in the top 34% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that the industry outlook can materially impact stock performance [5][8]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 For the transition period from to Commission File Number 001-39756 If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to S ...

ARS Pharmaceuticals Reports Second Quarter 2025 Financial Results and Highlights Accelerating Growth for nef y® (epinephrine nasal spray) $15.7 million in revenue, including $12.8 million in neffy U.S. net product revenue in second quarter of 2025 Exhibit 99.1 Growth for neffy in the U.S. driven by increased payor access with additional near-term growth anticipated from national direct-to-consumer (DTC) campaign and pediatric co-promote partnership 93% commercial coverage achieved with streamlined prior aut ...

$15.7 million in revenue, including $12.8 million in neffy U.S. net product revenue in second quarter of 2025 Growth for neffy in the U.S. driven by increased payor access with additional near-term growth anticipated from national direct-to-consumer (DTC) campaign and pediatric co-promote partnership 93% commercial coverage achieved with streamlined prior authorization process with approval rates at the pharmacy benefit manager (PBM) comparable to overall epinephrine market EURneffyapproved in the United Ki ...

Media Contact: Christy Curran, Sam Brown Inc. christycurran@sambrown.com 615.414.8668 SAN DIEGO, Aug. 04, 2025 (GLOBE NEWSWIRE) -- ARS Pharmaceuticals, Inc. (Nasdaq: SPRY), a biopharmaceutical company dedicated to empowering at-risk patients and their caregivers to better protect patients from allergic reactions that could lead to anaphylaxis, today announced the company will host a conference call and webcast on Wednesday, August 13, 2025, at 5:30 a.m. PT / 8:30 a.m. ET to discuss its second quarter 2025 f ...