I've been lurking on this board for years. Decided it was time to join the conversation. Can't say the sell-off didn't impact that decision (also to reply to that Jake a-hole). I would have preferred to have gotten a buyout long ago.
I actually agree with you on the reason for the sell-off. Nothing else makes sense. You were right about the last raise so clearly you've got some strong intuition.
What I've seen on Instagram and TikTok is very encouraging. I think Daxi lives up to the hype. The only real negative opinions I've been able to surface stink of the usual ABBV shill talking points.
Where I disagree with you is on the competence of the current management team. I think Mark and Dustin understand the industry and are taking the right approach. Admittedly, it looked bad when Mark said in 2021 that they still expected approval and 3 days later they got a CRL, but I actually believe the mistakes were hangovers from the Joshi and Dan Browne days. Plus, I think Dustin is excellent, and Mark is the one who saw the promise in him.
I'm not sure how quickly sales will ramp, but imo Daxi can achieve a significantly higher terminal market share than I think most analysts have penciled in. Mark and Dan already shown they can execute by ramping filler sales to 10% which was the original market share goal.
I gave up on football a few seasons ago so I can't help you on that last one.