Founder, BWS Financial Inc

Hamed Khorsand

Founder

Independent Stock Specific Research

BWS Financial Inc

BWS provides independent stock specific research focused on companies with distinct value that are going through a special situation where there is a tangible catalyst not priced in. The catalyst can be anything from new product, restructuring, M&A, management change, change in business strategy, etc. BWS’s focus is to understand the change and evaluate the potential return for investors.

BWS utilizes a self formed proprietary approach in discovering stocks by putting great emphasis on deep research. BWS does generate short recommendations following a similar criteria.

Equity Bottom-Up

<ul>
<li>ASRT has completed a convertible note offering providing financial flexibility in management's pursuit of purchasing pharmaceutical assets.</li>
<li>ASRT's limited financial history of generating positive free cash flow limits available options</li>
<li>The timing of the debt offering without a deal announced poses the possibility of limiting ASRT's stock price appreciation</li>
</ul>


ASRT has completed a convertible note offering providing financial flexibility in management's pursuit of purchasing pharmaceutical assets.
ASRT's limited financial history of generating positive free cash flow limits available options
The timing of the debt offering without a deal announced poses the possibility of limiting ASRT's stock price appreciation


ASRT: Convertible Offering Pauses Momentum

<ul>
<li>Reporting better than expected Q2 results was not enough to keep investors interested after the earnings release </li>
<li>ASRT is in the process of broadening its sales channel for its recently acquired drug, Otrexup. ASRT should begin to generate a return on the drug in 2H2022</li>
<li>Indocin volume rose by approximately 7 percent sequentially. ASRT had increased prices in the second half of last year with investors concerned ASRT could face pushback from hospitals on pricing</li>
</ul>


Reporting better than expected Q2 results was not enough to keep investors interested after the earnings release 
ASRT is in the process of broadening its sales channel for its recently acquired drug, Otrexup. ASRT should begin to generate a return on the drug in 2H2022
Indocin volume rose by approximately 7 percent sequentially. ASRT had increased prices in the second half of last year with investors concerned ASRT could face pushback from hospitals on pricing


<ul>
<li>ASRT is classic roll-up story where it is leveraging cash flow from one drug to create a portfolio of multiple drugs</li>
<li>ASRT has managed to stay under investor radars through acquisitions of drugs with small revenue streams. The revenue is starting to add up </li>
<li>ASRT can use its digital marketing approach to grow earnings and free cash flow from each of the drugs it acquires</li>
</ul>


ASRT is classic roll-up story where it is leveraging cash flow from one drug to create a portfolio of multiple drugs
ASRT has managed to stay under investor radars through acquisitions of drugs with small revenue streams. The revenue is starting to add up 
ASRT can use its digital marketing approach to grow earnings and free cash flow from each of the drugs it acquires


United States

Assertio Holdings, Inc. operates as a pharmaceutical company. The Company offers oral suspension, suppositories, tablets, nasal spray, and capsules. Assertio Holdings serves clients in the United States.

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Assertio Holdings (ASRT US)

ASRT: Convertible Offering Pauses Momentum

The $70 million raised allows for ASRT to refinance its current debt balance that carries an interest rate of 13%. ASRT now has more than $50...

BWS Financial Inc

ASRT: Low Valuation Growth

The next catalyst would be ASRT making another acquisition that could help diversify the revenue stream and grow cash flow from operations. ASRT...

BWS Financial Inc

ASRT: Rolling Up with Buy Initiation

ASRT is a roll-up of revenue generating pharmaceuticals that generate free cash flow. The Company has started with a series of small revenue...

BWS Financial Inc

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