AGRX - Agile Therapeutics: Twirla's Lackluster Launch Forces Me To Change My Strategy
- Agile Therapeutics has finished its first full year as a commercial company and was able to establish an attractive growth curve for Twirla in several metrics.
- Slow uptake is forcing me to adjust my investment strategy to avoid locking up my capital while the company is burning through cash and the growth trajectory is uncertain.
- I review the company's Q4 and full-year 2021 earnings. The numbers were underwhelming but positive trends are budding.
- I have been waiting for a strong capitulation event. The recent sell-off could be that event. I discuss my new AGRX strategy.
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Agile Therapeutics: Twirla's Lackluster Launch Forces Me To Change My Strategy