electroCore, Inc. (ECOR)

[Polyphemus]

ECOR does have interesting opportunities with its technology. Not sure of its current development targets & strategy however. A lot will rest upon CEO Amato's focusing on a clear and feasible marketing & sales/distribution strategies for gammaCore, and then communicating these (with metrics) to the financial markets. Results & hitting milestones are key as questions about execution have arisen. Also sorely needed are restraints on spending funds & human resources on RA clinicals. Being enamored with trying to be an 'electropharmacy company' is a path to operating failure. Needs to keep tight control on its cost structures, as Class II markets are price sensitive and competition is arriving.

No one will buy into opportunities for ECOR in new fields without a solid win (revenues + break-even profitability) in the headache space. Founders & management thought that the headache market was the place to be, so win in this space and (maybe) markets will listen to the tune of "next places".



















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