CRMD CorMedix Inc

$CRMD Very much oversold. Davita CFO keep our m'fing name out of your mouth. Huge overreaction, will climb back.

$CRMD It's funny how people are quick to jump on when the share price isn't going their way. He's simply sharing updates and information like everyone else. Nobody can control the market or guarantee how a stock will perform. We can disagree, question things and have different opinions, but there's no need to attack someone for keeping people informed. We're all here trying to make sense of the same journey. Let's keep it respectful. 👍

$CRMD Huge overreaction by the market. The market isn't rational. It's highly emotional. The hard data doesn't support the current trend. Cormedix has a nice amount of cash on hand, the 5 LDO's with agreements, a patent (exclusivity for years), a very promising pipeline, high institutional investment......yada, yada. I just moved over yet more dry powder and it ain't going to be wasted on the "Mag 7"!!

$CRMD Setting aside the potential Rezzayo and MA potential which would drive high incremental EBITDA margins… The market is obviously mis pricing CRMD as if it were one trick, way overlooking their potential to become an acquisition-driven platform that compounds EBITDA. And that ain’t no pipe dream folks, they have 355m cash!!! Mr and Mrs market IS NOT pricing how CorMedix has NOW incremental EBITDA potential and at SIGNIFICANT earnings inflection with BOLT ONS. HOW? because the commercial infrastructure is in place. Todisco knows they will add products without proportionately expanding SGA. That’s called op leverage. Take a $50M revenue generating asset, 30M incremental EBITDA possible at 60% margins. Put a 10x EBITDA multiple on that and you get 300m additional market cap.🤦🏼‍♂️ With profitability now, tons of cash, and more cash on the way, Bolt On inevitable and more cash inevitable.

$CRMD trading close to cash on hand. this is both an easy buy and an annoying/awful buy right now.

$CRMD hell they should just spend 125 million on share buybacks at this point would elminate like 25 percent of the current float

$CRMD | How mature is DefenCath’s FFS market? Using CorMedix’s 37M outpatient vial TAM, 75% long-term CVC use, 33% FFS insurance, and 44.5% Fresenius/USRC/IRC market share: Estimated FFS opportunity: ~4.1M vials/year. Our CMS reconstruction suggests ~4M annual vials. If accurate, FFS penetration may already be substantial, making Medicare Advantage reimbursement the next major growth opportunity. Estimates, not confirmed utilization.

$CRMD Bears hanging off the cliff, not Bulls: * I made some fundamental comparions between the March, 2025, $5 CRMD and the November $5 CRMD. Shares Outstanding: 2025- 67.7m 2026- 77.9m *CRMD strategically raised cash, 15% dilution. at $12, 👏 Cash on Hand: 2025- $77.5m 2026-$355m March 2025- $77.5m cash, $1.14 cash backing per share November 2026- $4.56 cash per share. *An increase of $277.5m, CRMD transitioned from a cash burning startup to a well capitalized co. with operational cash flow. Q1 '26 alone pulled in $42m operating cash flow, which led to the strategic Melinta acquisition. Debt Metrics: 2025- 0 debt. 2026- $147.5m debt (convertible debt issued for Melinta that immediately generated roughly $30m per QTR. CRMD generated over$262m in EBITA, a modest 32% debt to equity with operating income covering interest with massive breathing room. 👏 Patents: DefenCath- expires 4/15/42, 15.5 yrs of patent life REZZAYO: Expires 4/11/38, 12 yrs of patent life. BUY!

$CRMD This stock has never once traded at levels that are irrationally overdone to the upside, like some stocks do, but it's has frequently traded at levels that are irrationally overdone to the downside, like lately.

$CRMD $CRMD Joe Todisco and the Board: USE THE AUTHORIZED BUYBACK. If you believe CorMedix is undervalued, these depressed prices demand action. Put available buyback capital to work, reduce the share count, and back your confidence with dollars. Shareholders deserve disciplined execution and accountability. Another speech about “shareholder value” won’t cut it. Show us.

$CRMD Q2 reported cash and cash equivalents of $256.7 million at June 30, 2026. Today they announced approximately $355 million as of September 30th. That's a meaningful jump during a period of reduced Defencath Revenue.

$CRMD 2026 Highlights : -2.5M Shares Buyback -Minocin Litigation Win -Vabomere Camel Study -Rezzayo Positive Phase 3 -TPN P3 Patient Expansion & Acceleration -$300M Cash Reserves -$170M Cash Generation in 9 Months -Davita Board in -2027 Defencath FFS Reimbursement went from $70M w/o Davita to $140M with Davita to Now $210M-$238M 2027 Guidance will likely be $400M, leaving a Room to Rise to $500M at each Quarter: FFS Defencath $200M Melinta $170M MA Defencath $100M Rezzayo Prophylaxis $30M Total $500M No way this Company is Less than $1.2B or $15.38 Per Share Today!

$CRMD $CRMD Joe Todisco’s acquisition ambitions look to me like ego-driven empire building while shareholders bear the losses. Shareholders deserve disciplined stewardship of their capital. Before pursuing another company, explain how you intend to restore investor confidence and create lasting value. The Board must critically review his performance, capital allocation and leadership. Demand measurable results and impose consequences for failure. Accountability starts at the top.

$CRMD Wow down 28% this month after getting destroyed the 3 months before that with $4.61 a share in cash. I think it might be on a discount atm. Lol. Adding today ty. Maximum Uncertainty leads to maximum opportunities. Jmho

$CRMD at this point a buyout should be entertained. Stock is trading worse now than prior to FDA approval.

$CRMD It's interesting how the majority here have interpreted the Ackerman comment about a 3.1% rise in treatment revenues due TO DEFENCATH, as being a negative? Maybe everyone is focusing on the comment about the QTRLY recalibrations of the reimbursement amount throughout 2027 way too much and ignoring the upcoming November 11th Earnings Call surprise beat that I feel is inevitable. Remember, Davita's Q3 #s prove that real world clinic utilization is vastly outpacing WS's current deflated modeling. DaVita's 3rd QTR covers July 1st thru Sept. 30th, the exact same period that Cormedix is about to report on, November 11th. If the CFO of the nation's largest dialysis provider stated on an official call that 3.1% treatment revenue growth was largely due to DefenCath, it means clinical outboarding didn't slow down when the initial TDAPA window ended. Instead clinics rolled the drug out aggressively, driving high unit demand that is now guaranteed to show up on the CRMD 3rd QTR.

I remember your October 4th post about potentially needing to sell $CRMD before year end. I genuinely hope things work out for you. That said, your repeated personal comments directed at me are unnecessary. We can disagree about management without resorting to personal insults. https://stocktwits.com/wolfofwestloop/message/665722106

$CRMD DaVita went out of their way and named defend Kath in their call. Please don't say this is a non-event. The second largest dialysis company in the country, bashed our produc, wake the fuck up

$CRMD Davita has serious culpability for todays share price crash. Class action lawsuit justified. making comments, especially speculative comments, should have consequences.

$CRMD Just a reminder: mundipharma EMA submission for Rezzayo Prophy is requesting a broader label, this was released this past week, I think this is important. I expect EMA approval may arrive before end of year and before FDA. A broad indication is key for larger TAM.