Replies to post #251 on Equity Field Notes from temporal sources

[DanWebzster]

TENB is subscription-based cyber security software company that has filed for an IPO.

51% YoY Rev growth

71% of Revs are derived from recurring subscriptions.

Growth profile comparable to the recent Zscaler IPO, which has been notably successful

One negative is that the company spent $.66 of every dollar of revenue in the last Q on marketing.

[DanWebzster]

ACRX (update)

11/18 Dsuvia PDUFA

AdCom TBA

ACRX will resubmit Zalviso IF Dsuvia is approved

With recent financing, cash runway extends into H2/19

Dsuvia may benefit from opioid shortages: https://www.cnn.com/2018/03/19/health/hospital-opioid-shortage-partner/index.html?no-st=1533724065