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Stock impact report

CorMedix: Raised Guidance, NOL Confidence, And Rezzayo Optionality Justify A Hold Rating [Seeking Alpha]

CorMedix Inc. (CRMD) 
NASDAQ:AMEX Investor Relations: cormedix.com
Company Research Source: Seeking Alpha
CRMD raised FY25 guidance, but long-term risks remain due to TDAPA reimbursement changes, pricing pressure, and customer concentration. The Melinta acquisition and Rezzayo prophylaxis trial offer growth optionality, but Rezzayo's success is uncertain and pivotal for post-TDAPA prospects. Upgraded rating to cautious Hold: near-term momentum is positive, but long-term risk-reward remains challenging, capping upside outside major pipeline wins. Portra/iStock via Getty Images Overview I was asked to revisit CorMedix Inc. ( CRMD ) following its third-quarter earnings report , which featured strong topline beats. I have expressed caution on its stock due to “ challenging long-term risk-reward .” While DefenCath's sell-in This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresse Show less Read more
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