$AGRX Long term, I still see AGRX as a speculative buy. If the FDA provides another CRL, Agile will either be forced to run another costly study or could end-up scrapping Twirla. On the other hand, if approved, Twirla will be a new conceptive option in a $3.8B market (Figure 2). The company’s current market cap is around $140M, so Twirla would only need to capture around 4% of that market to equal its current market cap. This makes AGRX a high risk-high reward investment at these prices.
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