AQST - Aquestive Therapeutics: Remaining Bullish On PharmFilm Technology Opportunities

• Aquestive Therapeutics is a world leader in oral film drug delivery with its PharmFilm technology. The company has developed several approved products that offer several advantage over other delivery methods.
• Despite the ongoing pandemic, Aquestive was able to show a strong performance in 2020, with improving sales from its proprietary products and progressing its pipeline programs.
• The company's lead product candidate, Libervant, is moving closer to a NDA resubmission by the end of Q2, with the possibility of a PDUFA by the end of 2021.
• The company's PharmFilm technology appears to have several advantages over the standard-of-care products in some CNS indications. However, the company's epinephrine program could produce a PharmFilm product that could dethrone EpiPen as the standard-of-care.
• I discuss some of my leading downside risks and reveal my plans for my AQST position in 2021.

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