ecce vicit leo
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NEW: We are short Tarsus Pharmaceuticals $TARS, maker of XDEMVY, a $2,000 eyedrop for demodex blepharitis. We think XDEMVY rests on a TARS-funded Medicare copay scheme raising serious Anti-Kickback concerns, real TAM is a fraction of the hype, and $TARS whiffs on '26 FY numbers.
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In May 2026, $ADMA claimed an internal review (which hadn't been announced prior) cleared the Company of improper conduct.
Today, July 2026 FOIA logs suggest that $ADMA may be subject to a new, undisclosed SEC investigation.
Still short.
NEW: We are short ADMA Biologics $ADMA. We believe the ASCENIV growth story is in reality a story of channel stuffing and an undisclosed related party distributor. Real revenues declined 3% in 2025 vs. 20% reported growth. It's already over. Full report available on our website.
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$NVDA CEO Jensen Huang met Tuesday with Commerce Secretary Howard Lutnick as the Trump administration investigates potential violations involving Nvidia chip exports to China, according to a source familiar.
axios.com/2026/07/28/nvidia-…
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$NVDA Staff Detained by Taiwan in China Chip Smuggling Case
bloomberg.com/news/articles/…
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25) Blackstone appears to agree. In May 2025, BX bought Elanco's XDEMVY royalty stream for just $295M, a price that implies, per our sensitivity analysis, peak XDEMVY revenues of $712M to $1.3B - roughly half of what $TARS claims.
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26/26) We are short $TARS and think shares are headed lower as the Company draws AKS/DoJ scrutiny, XDEMVY revenues peak well below $2B, and 2026 results continue to disappoint.
Please see our full report and disclaimers on our website, culperresearch.com
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