AQST Aquestive Therapeutics Inc

$AQST Set your sights on March 16th, 2027 the PDUFA date for Anaphylm but don’t get pissed off if the FDA approves it in December or January. Remember on the second go around, Neffy was approved 2 months earlier than its PDUFA date.

$AQST I’ve been invested in AQST since before Libervant received its ODE, so my confidence in this company goes back a long way. I’ve followed the journey, believed in the science, and stayed focused on the bigger picture. Now, with Anaphylm potentially approaching its FDA decision, waiting another couple of months feels like such a short but sweet wait compared with the years of patience and anticipation that brought us here. The finish line may finally be in sight, and I’m excited about what the future could hold for AQST and its shareholders. Let's watch for the updates in next week's ER.

$AQST Not so long now. I’m happy to say I own AQST and stayed far away from SPRY! Sometimes, doing your homework, trusting your research, and having the patience to stick with your convictions make all the difference. I believe AQST has tremendous potential with Anaphylm, and I’m glad I chose to focus on the opportunity rather than get caught up in the wrong story. Proud to be an AQST shareholder and confident in the potential ahead!

$AQST Does anybody have any idea how envied AQST is right now for only being down 18-19 percent over the last month? And much of that is being a result of the 'sell the news' process. I wish that the entire spec/clinical stage bio industry wasn't getting hammered 30, 40, 50, 60 percent because then I would be loading up AQST. However, the money I expect to make from V-shaped recoveries from the massively hammered ones, will supply me with plenty of capital to throw back into AQST. While I don't think I'll get AQST this cheap when I lock in those profits an do buy more, its will still be a very decent price to pay. Or, I mess up, don't get the profits I want from the massively cheap other companies in the time frame I want and I don't add more AQST and it soars. I'm okay with that since I am already heavily loaded. Everything in the market is about timing and luck. I hope you all aren't getting margin called. So many are.

$AQST The Case for an Early Approval If the FDA's DMEPA review team finds the packaging and PK data entirely clear of any borderline user errors early in their cycle, there is no regulatory barrier preventing an early approval. Because the core drug data was already robust, clearing the final packaging hurdle means labeling negotiations could theoretically conclude well ahead of the March 16, 2027 goal date.

$AQST Key Takeaways for Anaphylm If we look at how the FDA handled neffy, they approved the drug roughly two months ahead of the standard 6 month PDUFA deadline. ARS Pharma officially resubmitted their application to the FDA on April 2, 2024. As a Class 2 resubmission, it was assigned a standard 6-month clock, placing its official PDUFA goal action date in early October 2024. The FDA ultimately approved neffy on August 9, 2024 which was two months earlier than its PUDFA date. I believe the same will happen with Anaphylm.

$AQST AQST holding very well considering the NASDAQ down almost 600pts. Today's news will price in once the market settles a bit. I am thinking AQST's deal with ETON is at least good enough to push us over $5 in the near term. We will see.

$AQST The outright slaughter and continues within the small/micro'cap speculative niche sector within Life Sciences. This has not been seen since the Covid collapse. AQST is holding its own quite nicely due to its financials tenth long term. Any company that the market even remotely thinks will need to raise cash in a year or less are at either at 52 week lows or all time lows. Timing is everything. This is the worst case scenario for his niche sector to be in. Why would institutional funds still be selling? Because they simply plan on buying back in 20%-30% lower. They also know retail is forced to sell due to margin calls, so they just wait. Thats the difference between professionals and lowly retail. Find your favorite plays. Countless are out there that are destroyed. Taking advantage of historic outflows like this is how you make money. The prices ALWAYS go back up. Erase fear from your trading and become wealthy.

$AQST Without going too deep into it, Suboxone sales have remained steady for Q3 2026. Manufacturing Suboxone is currently AQST's largest revenue generator through its partner Indivior. Revs were supposed to collapse due to massive generic competition. But Indivior is still keeping a 14% market share. Down from a 15% market share year over year. it was supposed to be far worse. So, this means AQST will again, collect a substantial chunk of revenue from this. As their other licensed products lines continue to grow quarter over quarter, especially Sympazan, now under the control of major private pharma Cosette Pharmaceuticals, I would bet we easily beat rev estimates.

$AQST Trust your research, stay focused on the fundamentals, and don't let the market's daily ups and downs dictate your decisions. Volatility is part of investing, and temporary setbacks don't necessarily change a company's long-term potential. Be patient, remain disciplined, and have the conviction to stand by your analysis—while staying open to new information. Successful investing isn't about predicting every market move; it's about making informed decisions and having the patience to let them play out.

$AQST I am shocked, this stock should be trading between 18 to 22 bucks now, shame we are trading at 3.88 bucks. Libervant Just US sales alone ETON/AQST targeting over 485+ Million dollar annually + Libervant Billion dollar + drug sales coming up... $AMZN $GOOG $MU $NVDA

$AQST ONLY 70 Days left for LIBERVANT Seizure drug FULL Exclusivity rights. Also, only 139 days left for ANAPHYLM Huge US FDA Approval. Possible this company will receive UK and Canada approval during that time frame aswell for Anaphylm.

$AQST Just only Libervant Blockbuster Seizure Drug, AQST is targeting in US only about 450,000,000 +Million Dollar Annual Sales. LOL this is going to be a huge. CANADA, UK also coming in for Libervant. Its going ro explode in Sales. $ETON Eton is not a small company, it's Multi Billion dollar Marke cap company. AQST with ETON libervant partnerships going ro be huge soon. NOW with Sidley represents. MEGA EXPLOSION coming in for AQSTnand ETON for Libervant December and January US FDA full approval and January 9th Libervant full Market exclusitivity rights with AQST worldwide. This AQST stock could explode anytime.. $TSLA $NVDA $MU Now add the Annaphylm in March. EXPLOSION..

$AQST Why is Neffy struggling? Market data shows brand-name EpiPen makes up roughly 26% of current prescriptions, leaving over 70% of the market to generic epinephrine auto-injectors. Patients heavily favor generics due to significant price differences. Neffy has no clinical benefit over autoinjectors and is still a device. If neffy is equivalent or more expensive than autoinjectors, there is little incentive to switch. What will Anaphylm bring to the table. 1. faster time to tmax. That is a clinical benefit. 2. It is NOT a device, but a film that fits in a wallet or a phone. Trust me, #2 is huge. If you have children that need to carry, you know what I mean. Keep in mind, cost matters. IF a patient can get Anaphylm at a price point comparable to autoinjectors, watch out. How good is Sherry? We will find out. Getting payers onboard is priority one. Price it comparable to autoinjectors and sales will explode. In house manufacturing will help the margins. Lets screw the shorts.

$AQST $SPRY - (The Squeeze Catalysts): 1. The Cash Cushion: While Q3 SG&A expenses and net losses will likely be higher year-over-year (YoY) and quarter-over-quarter (QoQ), the $10 million upfront payment from Eton will be recorded in 2026. This non-dilutive capital significantly boosts year-end cash on hand, bridging AQST cleanly to a massive $170M+ total liquidity pool at launch and mitigating immediate dilution risk. 2. Timeline Surprise: A Class 2 review window could potentially be shortened to four months instead of six. If approval comes earlier than the market expects, it will catch shorts completely off guard and trigger a rapid short squeeze. 3. The PBM Fast-Track: Unlike ARS, AQST already holds cleared corporate master agreements for Sympazan and Libervant. Because they can bypass initial vendor onboarding, AQST can fast-track their commercial proposals directly onto PBM review agendas immediately following approval—dramatically accelerating market penetration compared to Neffy.

$AQST I think we all kind of knew that Libervant was going to be nice little cash flow source of AQST and this deal gives a little money up front and just under $50M in milestones and a mid teens royalty, so not too bad. Let Eton do all the heavy lifting and we get some cash flow but, this also clears the table for AQST to concentrate on Anaphylm. If the market was expecting a bigger deal than this, I am not sure what they were hoping for? More money upfront? Ok but, then you get a smaller royalty deal. The royalty deal is where the money will come from long term. I rather have the mid teens royalty deal than a bunch of cash up front. I think that is what AQST was thinking as well. Sorry the market was disappointed with this deal but, not sure what they were expecting here.

$AQST - You're good. That's how I came up with the $170M going into the launch. However, my model excludes the potential lump-sum payment from Anaphylm's ex-U.S. partnership. Similar to the Libervant deal, this partnership could be announced at ANY TIME pre-approval, with final payments contingent upon FDA clearance/approval. Based on the Neffy precedent, I estimate this lump-sum milestone will fall in the $100M to $150M range. Furthermore, manufacturing fixed costs per unit should drop significantly once both Libervant and Anaphylm are online at scale. For me, dilution is completely off the table. I am anticipating a major positive surprise—such as a large upfront payment or an early approval—to spark a short squeeze and drive the stock to $12-$15 per share. Good luck to all.

$AQST I hope I didn't over reach. Just bought 250 calls ( 25,000 shares) for May 2027 at a strike of 4 dollars. I'm now fully committed to this stock 🙏

$AQST $IOVA Derrick is correct. Warsh removed a major overhang till end of the year by keeping rates flat, despite logic indicating otherwise. Seems like biotechs will run hard till end of the year now. Expecting all time high for $XBI

$AQST Ok well im gonna tell you all what's going to happen imo. This will be a sell the news event on PDUFA approval or slightly before approval. If we get a good run up before PDUFA date i will probably sell. Then after you will be able to buy at lower prices until the company shows it will break even or be profitable. So it's sell the news and buy the dips afterwards. Thats my play on this.