Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$473.4M
99M shares
52-week range
$4.46 – $13.15
1% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
P/S (TTM)
3.8
ARS Pharmaceuticals Inc is a biopharmaceutical company focused on the commercialization and development of neffy (currently identified in the European Union (EU) and United Kingdom (U.K.) by the trade name EURneffy and in China) for needle-free intranasal delivery of epinephrine for emergency treatment of Type I allergic reactions, including anaphylaxis. Neffy is a proprietary composition of epinephrine with an absorption enhancer called Intravail, which allows Neffy to safely provide intranasal delivery of epinephrine at a low dose within the exposures of approved injectable products across a range of dosing conditions.
www.ars-pharma.comNo one on the platform currently holds SPRY.
| Institution | Shares | Reported |
|---|---|---|
| Third Point LLCas of 2026-03-31 | 1,000,000 | $8.0M |
| Renaissance Technologiesas of 2024-09-30 | 15,800 | $229.1K |
No one on the platform has traded SPRY yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | -5.5% | 36.4% | ||||
| Profit Margin % | -203.3% | -36882.8% | ||||
| Free Cash Flow Margin % | -203.1% | -40341.1% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $130M | +58.9% | $-1.78 | $-1.90–$-1.67 | — | 3 |
| 2027 | $191M | +46.7% | $-0.81 | $-0.92–$-0.64 | — | 3 |
| 2028 | $302M | +58.7% | $-0.00 | $-0.02–$0.02 | — | 3 |
| 2029 | $380M | +25.5% | $0.46 | $0.39–$0.53 | 9.7× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-13 | $-0.48 | $-0.63 | -31.9% |
| 2026-05-15 | $-0.53 | $-0.61 | -15.1% |
| 2026-03-09 | $-0.42 | $-0.42 | +0.0% |
| 2025-11-10 | $-0.45 | $-0.52 | -15.6% |
| 2025-08-13 | $-0.41 | $-0.46 | -12.2% |
| 2025-05-14 | $-0.35 | $-0.35 | +0.0% |
| 2025-03-20 | $-0.04 | $0.52 | +1400.0% |
| 2024-11-13 | $-0.18 |
| $-0.20 |
| -11.1% |
| $140M |
| — |
| NBTXNanobiotix S.A. | $35.73 | -3.46% | $1.8B | — |
| PROKProKidney Corp. | $1.81 | +0.56% | $609M | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$SPRY $AQST Amazing that Dan has blocked me both here and Twitter... Maybe I rubbed him the wrong way? Lol
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$SPRY This reminds me of the Titanic. Yet another new low. Why go down with the ship? Immense value with AQST. You'll thank me later.
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$SPRY ......Wow This Thing is Flushing.....No Shares ....31% short Interest....
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@Blakecan with small caps always risk of dilution, cash runways, and other unexpected events that can go south. Can never assume in this industry especially at this market cap. Plus $SPRY showing reality of commercial hurdles. NOTHING is priced in. Easy double here for us faithful by eoy.
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$SPRY fantastically looking chart. its down only 59%. let's see how much more damage can two new vaccine salesmen do in an allergy market. this is going to be fun to watch along with two other morons defending it.
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$SPRY https://sqps.onstreamsecure.com/origin/enliven/players/EnlivenPlayer.html?customerId=22&eventId=76336602&checkCompany=1&checkEmail=1&checkName=1
View on StockTwits ↗@omega42 @MrBean1234 $SPRY’s neffy is already an FDA-approved, commercial epinephrine product. $AQST’s Anaphylm is not. SPRY also has significant pipeline optionality: its intranasal epinephrine platform is in a Phase 2b study for acute flares of chronic spontaneous urticaria (CSU), with interim data expected in Q1 2027. There is currently no FDA-approved on-demand treatment for acute CSU flares. SPRY also brought in a new CEO and CCO with extensive commercial experience, including years working together at Dynavax $SNY and major pharma company including $MRK. Most importantly, management continues to reiterate a path to cash-flow breakeven by the end of 2027 while aggressively cutting expenses and growing neffy adoption.
View on StockTwits ↗@hammerfall43 My view: $SPRY reaches profitability before AQST. Listen to the recent Cantor Fitzgerald discussion—management’s confidence around the cash position, cost structure and path to breakeven is worth hearing. Solid setup, IMO. https://sqps.onstreamsecure.com/origin/enliven/players/EnlivenPlayer.html?customerId=22&eventId=76336602&checkCompany=1&checkEmail=1&checkName=1
View on StockTwits ↗@hammerfall43 $SPRY’s neffy is already an FDA-approved, commercial epinephrine product. $AQST’s Anaphylm is not. SPRY also has significant pipeline optionality: its intranasal epinephrine platform is in a Phase 2b study for acute flares of chronic spontaneous urticaria (CSU), with interim data expected in Q1 2027. There is currently no FDA-approved on-demand treatment for acute CSU flares. SPRY also brought in a new CEO and CCO with extensive commercial experience, including years working together at Dynavax and backgrounds at major pharma companies including $MRK. Most importantly, management continues to reiterate a path to cash-flow breakeven by the end of 2027 while aggressively cutting expenses and growing neffy adoption.
View on StockTwits ↗$SPRY $AQST SPRY Financial outlook is improving with cost cuts. Whereas AQST commercial bleed hasn’t even started. Again not a one take all market. If AQST is approved I’m sure it will be great. Just won’t be entrenched in schools and public venues and won’t be profitable for years after ARS. Also CVS formulary add could be more imminent than people realize. October is the next earliest potential. Then January. https://www.cvshealth.com/news/company-news/cvs-caremark-announces-agreement-with-ftc.html
View on StockTwits ↗$SPRY https://www.cvshealth.com/news/company-news/cvs-caremark-announces-agreement-with-ftc.html
View on StockTwits ↗@Exeltrader $SPRY https://www.cvshealth.com/news/company-news/cvs-caremark-announces-agreement-with-ftc.html
View on StockTwits ↗$AQST this is what your "proven leadership doing"; running it to the ground (and you've seen this already and are well aware). seems like every time $SPRY goes down you become more active, which suggest that your bags are clearly getting lighter and these are the moves of desperation.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.