At least psychological damage limitation from $UNH (+0,36%) 😂

What do I do with this stock when it's down big time? Happy to share opinions ✌🏽

Away from the usual suspects in the healthcare sector - from $NOVO B (+0,03%) to $UNH (+0,36%) to $MRK (+0,45%)
$HIMS (+1,88%) and so on - there are still some rather unknown but highly exciting players.

One such gem recently came across my path - Catalyst Pharmaceuticals $CPRX (+0,01%) A company in the biotech sector that rarely or never appears in the headlines, but has been growing consistently for years and impresses with its skillful scaling.

$CPRX (+0,01%) Catalyst Pharmaceuticals, Inc. is a commercial-stage biopharmaceutical company focused on the development and commercialization of drugs for patients with rare diseases in the United States.

The company was founded in 2002 and is headquartered in Coral Gables, Florida.

What exactly does $CPRX (+0,01%) Catalyst Pharmaceuticals do?

THE BUSINESS MODEL of $CPRX (+0,01%) 🧠

The company focuses on the development and commercialization of therapies for people with rare, chronic neuromuscular and neurological diseases.

Catalyst Pharmaceuticals $CPRX (+0,01%) has strategically positioned itself as a commercial-stage biopharmaceutical company dedicated to addressing the significant unmet needs of patients with rare and difficult-to-treat diseases. The company's business model is focused on the in-licensing, development and commercialization of novel, high-value medicines, a strategy that has successfully transitioned it from a development-focused company to a profitable, multi-product commercial company. This journey, funded primarily through product sales and strategic capital raises, has culminated in a diversified portfolio of three key therapies: FIRDAPSE for Lambert-Eaton Myasthenic Syndrome (LEMS), FYCOMPA for epilepsy and AGAMREE for Duchenne Muscular Dystrophy (DMD).

At the heart of the Catalyst approach is a deep commitment to patients, manifested in comprehensive support programs such as Catalyst Pathways and financial support initiatives designed to ensure access to treatment. This patient focus, coupled with a disciplined "buy and build" strategy, forms the core of the investment thesis: leveraging operational excellence and financial strength to acquire and successfully commercialize differentiated rare disease assets to create sustainable value.

The company offers the following products:

The top product is Firdapsewhich treats a range of muscle diseases. These include myasthenic Lambert-Eaton syndrome, a disorder in which the immune system attacks the body's own tissue. It causes muscle weakness and mobility problems.

FIRDAPSE is protected by several patents and regulatory property rights in the USA. As only FDA-approved treatment for LEMS in the USA, FIRDAPSE enjoys FIRDAPSE enjoys a strong market position. The company has consistently demonstrated its ability to drive organic growth for this therapy years after its initial launch

The key compound patent protecting methods of administering 3,4-diaminopyridine was granted in October
2020 and runs until April 7, 2034.

Further products:

• FycompaA novel, non-competitive selective antagonist at the postsynaptic ionotropic glutamate receptor of the AMPA (alpha-amino-3-hydroxy-5-methyl-4-isoxazolepropionic acid) type. It is used for the treatment of focal seizures and tonic-clonic seizures.
• AGAMREEthe recently launched DMD treatment, is rapidly establishing itself in the market and shows promising early adoption, balanced patient recruitment from competitors and potential for long-term differentiation supported by ongoing real-world evidence studies.

In addition, there are several other patents relating to bioavailability and specific dosage forms, which run until June 2032.

One particularly strong patent on the stability of the active ingredient even runs until February 25, 2037.

In addition, a settlement was reached with the generics manufacturer Teva, which stipulates that generic versions of Firdapse may not be launched in the USA until February 25, 2035 at the earliest.

The patent protection for Firdapse is comparatively long, so Catalyst $CPRX (+0,01%) is therefore in a comfortable situation 💪

Since the leap into profitability Catalyst Pharma has been able to $CPRX (+0,01%) multiplied its earnings from USD 0.30 to USD 1.31 per share.

Let's switch to the figures 🔢

GROWTH AND SCALING 🚀

As we can see $CPRX (+0,01%) so far (since 2020) in the high double-digit growth, including the last two years 2023 & 2024🚀

What are the reasons for this strong growth? 🚀

the growth drivers 🔝

• Firdapse is by far the strongest segment in terms of sales with USD 306 million in 2024 (+18%) and a share of total sales of over 60%

followed by

• Agamree launched in March 2024 and already generated USD 46 million in net sales with a share of total sales of 9,4%
• Fycompa generated USD 137.3 million, stable compared to the previous year with a share of total sales of 27,9%

and other sales of USD 2.4 million only account for a share of 0,5% account for only 0.5%.

Financial strength and strategic flexibility

The financial health of Catalyst $CPRX (+0,01%) is a significant strength that underpins its growth strategy. The company ended the first quarter of 2025 with a robust cash and cash equivalents of 580.7 million US dollarsThis strong liquidity position is supported by consistent cash flow generation from operations, which totaled $60.0 million in the first quarter of 2025. The company operates without debt and offers significant financial flexibility.

GUIDANCE FOR 2025🔮

• FIRDAPSE: USD 355-360 million

• AGAMREE: USD 100-110 million

• FYCOMPA: USD 90-95 million (loss of exclusivity from May/December 2025)

• Total sales 2025: Expected USD 545-565 million

• Firdapse remains the sales pillar, is growing solidly and is expected to close at the upper end of the guidance range.
• Agamree gains market penetration - a promising start with strong growth.
• Fycompa delivers stable sales, but patent expiry threatens pressure in 2026
• Overall growth in product sales is clearly in the double-digit range - positive basis for further growth.

What do the analysts say? 📊

my conclusion $CPRX (+0,01%) Catalyst Pharmaceuticals ✍️

• Steady, dynamic growth since 2020 - sales quadrupled in just four years.
• 2022/23 as catalysts through market launches and expansion.
• CAGR over 5 years at around +37 %, significantly outperforms many competitors in the biotech sector .
• TTM sales continue to grow, currently over USD 530 million (Q1 2025).

$CPRX (+0,01%) Catalyst Pharmaceuticals has demonstrated strong commercial execution and strategic acumen, culminating in a record-breaking first quarter in 2025 and a reaffirmed optimistic outlook for the full year. The core investment thesis focuses on the company's ability to grow its profitable FIRDAPSE franchise and its rapidly growing AGAMREE assets supported by a robust balance sheet to drive continued growth through organic market penetration, lifecycle management initiatives and disciplined portfolio expansion through acquisitions and partnerships. While the impending loss of exclusivity for FYCOMPA represents a short-term headwind, the company's focus is positioned to maximize the value of this asset while strategically investing in its rare disease pipeline, particularly the differentiated AGAMREE and the durable FIRDAPSEfor long-term success. The strategic pivot to focus on the undiagnosed cancer-associated LEMS population and the ongoing studies to further differentiate AGAMREE underline the proactive efforts to expand market opportunities.

$CPRX (+0,01%)

My first impression: What I have been able to find out in the last few days about $CPRX (+0,01%) is quite positive, which is why I opened my first position a few days ago and will add to it if it falls further.

I hope I haven't forgotten anything in this introduction 🫣 Have any of you been invested here for a while? And maybe more information for me that would be nice 😬

Would a company like $CPRX (+0,01%) something for your portfolio? @Tenbagger2024
@Max095

You are currently looking for health stocks 🧐 @BamBamInvest

THANKS FOR READING ✌️

Hello dear people!

I am looking for new and interesting stocks for my long-term portfolio and would like to build up a few new positions.

They should be growth stocks with high quality, away from the big tech stocks.

In addition, they should be rather cheap/fairly valued.

Dividends are not a priority for my investment strategy, so classic defensive dividend stocks would not be an option for me.

Either purchase in tranches or as a monthly savings plan.

Thought I'd ask the great GQ community for advice, maybe you can give me a few new ideas or some inspiration and tell me your favorites 💡

I'm looking forward to your answers/comments 🤗

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$UNH (+0,36%)

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$UNH (+0,36%)

- Lawmakers propose cutting Wegovy and Zepbound from Medicaid to reduce $12 billion deficit

- Would save $680 million annually through 2029 if passed

Source: Bloomberg Law

Novo Nordisk is under investigation by the Spanish Ministry of Health for possible illegal advertising of its hit drug Wegovy. The authorities believe that an online campaign related to Novo could be classified as indirect advertising for a prescription drug, which is prohibited. The website is now offline. Shares fell as much as 2.8% in Copenhagen on Wednesday. (via Bloomberg)

$UNH (+0,36%)
$NOVO B (+0,03%)
$HIMS (+1,88%)
$LLY (+0,33%)
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$OSCR

$UNH (+0,36%)

19 purchases in 2025, some already in the red

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$UNH (+0,36%)

Supplementary information/further research:

ESPP programs have a contribution limit of $25,000 per year per employee under IRS 423c. You cannot buy unlimited shares. This buying pressure is negligible for price movements (especially long term).

In addition, the buying power is split between two purchase dates.

The participation rate of $UNH (+0,36%) employees in the ESPP is unlikely to be anywhere near 100% and some employees will often sell their shares on the same day they buy them as there is no holding period.

Here are more insights from Mr. Peter Ottavio on UNH/Optum Rx and Optum Health:

(For those who are interested)

These are just a few of the many reasons why I love working at this company as a partner/physician of OptumHealth/UHG. UNH functions more like three efficient companies in one.

OptumHealth is a subsidiary of UnitedHealth Group and focuses on healthcare delivery, population health management and technology-enabled services. With approximately 90,000 physicians and 40,000 healthcare providers, it is the largest provider network in the country. This size provides providers with the resources they need to care for patients efficiently and effectively. Of all the health systems I've worked for, I've never had the resources to care for a sick patient so effectively. In addition, I have never experienced such tremendous growth of a provider network during my three years here.

If a patient comes to me with a cough, I can immediately have x-rays and blood work done in the same building without authorization or delay. The patient then comes back into the hallway to review the images and discuss the next steps in treatment. In the unlikely event that a lung tumor is detected, I can have a CT scan of the chest performed immediately on campus (or off campus if the patient wishes) on the same day and come back the same day to discuss the next steps. If a PET scan is then required, I can have this done as soon as possible. I can honestly say that I have never been refused a CT or PET scan for valid reasons.

OptumRx is the pharmacy benefit management and pharmacy supply arm of UnitedHealth Group and is one of the largest mail-order pharmacies in the country. OptumRx often provides necessary medications affordably and efficiently. The choice is up to the patient, but for long-term therapy, many choose this route.

The sad news about Brian Thompson has hit us hard. While I have heard many good things about him, the role of the insurance arm of the company is not one of my responsibilities.

I have watched countless hours of interviews and presentations by Hemsley and would liken him to Steve Jobs as the true expert on these companies and would definitely welcome him back.

Regarding ESPP.

UnitedHealth Group's Employee Stock Purchase Plan (ESPP) allows eligible employees of UnitedHealth Group (UHG), including its subsidiaries such as UnitedHealthcare, to purchase UHG common stock (traded under the symbol UNH) at a discounted price through payroll deductions. Employees who elect to do so will receive six months of regular payroll deductions from January 2 through July 1 and from July 2 through January 1. These payroll deductions are accumulated in an escrow account and purchased on July 1 at a discounted rate at the same time. Our portfolio books the purchase on the following day.

None of this is financial advice, but for those of you who have requested information on the role of UHG companies and their ESPP, this is the well-documented and non-confidential information provided.

$OSCR
$CVS (+0,1%)
$CI (-0,05%)

$UNH (+0,36%)

$UNH (+0,36%)

$UNH (+0,36%) is a full-stack company in the healthcare sector.

It has two main business units: UnitedHealthcare and Optum.

UnitedHealthcare provides health insurance, while Optum provides care services and pharmacy benefits management.

Customers pay premiums to UnitedHealthcare.

When they need care, they primarily use Optum and $UNH (+0,36%) pay Optum for their care.

Optum not only provides the company with operational benefits, but also generates significant external revenue.

Many other insurers and employers also use Optum's care network and benefits administration for pharmacies.

This generates considerable external revenue.

This model has worked incredibly well for $UNH (+0,36%) worked incredibly well so far.

Although the company is the largest health insurer in the world, it has been able to increase its turnover by 11% annually over the last five years.

In the last quarter, the company gained a record 700,000 customers, an amazing achievement.

UnitedHealth Group (UNH) Annual % Change

2025 - 39.62%

2024 - 2.41%

2023 0.79%

2022 6.94%

2021 45.2%

2020 21.25%

2019 20%

2018 14.52%

2017 39.83%

2016 38.41%

2015 18.27%

2014 36.46%

2013 41.04%

2012 8.6%

2011 42.18%

2010 19.91%

2009 14.75%

2008 -54.26%

2007 8.38%

2006 -13.49%

2005 41.22%

2004 51.38%

2003 39.4%

2002 18.04%

2001 15.37%

2000 131.18%

1999 23.44%

1998 13.29%

1997 10.49%

1996 31.13%

1995 44.97%

1994 19.02%

1993 33.49%

1992 52.75%

1991 220.6%

1990 92.15%

1989 169.46%

1988 24.1%

1987 56.71%

1986 18.29%

1985 164.44%

Also a positive sign:

United Healthcare $UNH (+0,36%) has recently seen considerable insider buying.

On May 16, CEO Hemsley bought 86,700 shares for 25 million dollars.

He was previously CEO of United Healthcare from 2006 to 2017 $UNH (+0,36%) and took office again in May. He now owns 1,112,339 shares worth around 340 million dollars

John Rex, President and CFO of the company, also bought 5 million dollars worth of shares on May 16 to increase his stake, which is now worth around 60 million dollars.

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