The setup in one paragraph A debt free company with over 60% of its market cap in cash, growing, inflecting to profitability, buying back stock while it’s depressed, run by respiratory operators with M&A in their history, holding a free option on a $500M market, in an industry where every peer already got acquired. Priced at 0.18x sales against comps at 1.5x to 5.8x. Early and wrong look identical on the tape. August 6 is the first checkpoint where the market gets a number it has to price. N
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