R59, I think COLL is probably fairly valued at current prices. I sold the last of my shares when it hit 33. I wasn't impressed with the company's guide for revenues in FY24; it only appears to be 3-4% growth over 2023 with EBITDA growing at ~7%. Sskillz raises a good point about potential new competition and possible generic challengers; I think its what specialty pharma companies and their investors fear most.
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