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Aquestive Therapeutics, Inc.

$AQST·$600M·Drug Manufacturers - Specialty & Generic·Healthcare
$3.78-6.9%YTD-37.9%1Y-46.1%
Price updated 4h ago·X counts updated 5d ago
AQAQST
$AQSTAquestive Therapeutics, Inc.
$3.78-6.90%14 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AQST on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

14X posts · last 7 days
Sep 29Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-07

Aquestive is queued for an FDA submission (Anaphylm NDA on track for Q3 2026) with 2026 Wells Fargo and Cantor Healthcare conferences booked Sept 8-9. Cantor initiated at $17; Biotech Scanner made it a top-2 name. Bulls expect $12-15 spike on FDA yes, with the setup similar to the $15-20 December 2024 call.

Read what X is saying about $AQST

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AQST — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Aquestive's Anaphylm NDA is on track for Q3 2026 — Cantor initiated at $17 and Biotech Scanner has it as a top-2 name.

Aquestive Therapeutics is a late-stage specialty-pharma — Anaphylm (epinephrine sublingual film) is the near-term NDA event, with other PharmFilm products in the broader pipeline.

  • The business is pre-launch: Q1 revenue +38% YoY at a -98% operating margin and ROIC of -45% — standard pre-launch specialty-pharma P&L; the thesis is purely NDA approval and launch cadence.
  • The regulatory signal is specific: Anaphylm NDA on track for Q3 2026 submission, with 2026 Wells Fargo and Cantor Healthcare conferences booked for Sept 8-9 — dated catalysts, with Cantor initiating at $17 and Biotech Scanner naming it a top-2 name.
  • 52-week range position is 33% with volume at the 30-day average — mid-lower range on normal volume, with bulls expecting a $12-15 spike on an FDA yes, modeled off the $15-20 December 2024 call.

Nov 4 Q3 is the gate — any Anaphylm NDA submission confirmation plus visible cash runway extends the stock. A submission delay or dilutive raise and the stock gives back some gain.

Agrees with X sentimentThe thread has substantive drivers — specific Anaphylm NDA Q3 2026 submission, Wells Fargo and Cantor Healthcare conferences Sept 8-9, Cantor initiation at $17, Biotech Scanner top-2 ranking, $12-15 spike target modeled off December 2024 call — all grounded.

What to watch: Nov 4 Q3 — Anaphylm NDA submission confirmation, cash runway, operating-loss trajectory, and any additional sell-side initiations. A submission delay is the clear invalidator.

On the calendar: 2026-11-04 — Q3 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Specialty pharma developing film-based drug delivery formulations for CNS disorders and rare diseases.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - Specialty & Generic sits in its cycle right now — and what that implies for $AQST.

Drug Manufacturers - Specialty & Generic · Healthcare

Specialty pharma is bifurcating — GLP-1 adjacent programs attract premium valuations while generic manufacturers face pricing erosion from FDA approval backlogs clearing. Biosimilar launches of adalimumab (Humira), ustekinumab, and etanercept are accelerating branded erosion timelines, while mid-tier specialty pharma focuses on complex generics (ophthalmic, inhalation) to sustain margins.

What this means for $AQST

Partial — Specialty pharma developing film-based drug delivery formulations for CNS disorders and rare diseases.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+14.5%YTD
+36.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-7.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-45.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-97.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-7.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
11.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
244%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
67.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 11, 2026$-0.18$-0.10-71.4%
Q1 2026May 13, 2026$-0.07$-0.14+50.0%
Q4 2025Mar 4, 2026$-0.26$-0.13-100.0%
Q3 2025Nov 5, 2025$-0.14$-0.11-27.3%
Next earningsWed, Nov 4·consensus EPS $-0.10

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$13.8M+38.1%70.9%-59.5%$-0.18$-9.7M
Q1 FY26$14.4M+65.7%76.0%-29.1%$-0.07$-14.9M
Q4 FY25$13.0M+9.7%55.2%-222%$-0.26$-8.6M
Q3 FY25$12.8M-5.4%64.8%-89.6%$-0.14$-12.9M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$49.9M$48.8M – $51.5M-$0.49-$0.58 – -$0.427
FY27$67.8M$65.7M – $69.4M-$0.50-$0.60 – -$0.397
FY28$106.7M$97.0M – $124.3M-$0.37-$0.55 – -$0.255
FY29$187.8M$169.1M – $234.4M-$0.02-$0.02 – -$0.022
FY30$322.7M$290.6M – $402.8M$0.52$0.45 – $0.682

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.24%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-5.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 113.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.495-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 15Daniel BarberCEO25.0K sh$120KSellSep 9Sherry KorczynskiChief Commercial Officer8.8K sh$46KSellAug 17Daniel BarberCEO25.0K sh$107KSellJul 16Daniel BarberCEO20.4K sh$82KSellJul 15Daniel BarberCEO4.6K sh$19KSellJun 23Julie KropDirector25.0K sh$125KSellJun 15Daniel BarberCEO25.0K sh$104KSellMay 15Daniel BarberCEO8.3K sh$35K
+ 21 other (9 inkinds · 7 awards · 3 inthemoneys · 2 exempts) in window

See when $AQST insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDOct 158-K — Item 7.01: Press release / Reg FD
8-KMaterial agreementOct 148-K — Item 1.01: Material agreement
8-KOfficer or director changeSep 298-K — Item 5.02: Officer or director change
AI summary

Aquestive Therapeutics elected Richard J. Daly as a new independent Class I director, effective October 14, 2026, following a formal director search conducted with an independent executive search firm. Daly will serve until the 2028 Annual Meeting and participate in the standard non-employee director compensation program; no separate special compensation arrangement was disclosed. This is a routine board refreshment action adding independent oversight capacity.

8-KPress release / Reg FDSep 258-K — Item 7.01: Press release / Reg FD
AI summary

Aquestive Therapeutics (AQST) filed a Regulation FD disclosure on September 25, 2026 covering a corporate investor presentation dated September 23, 2026 shared at meetings with institutional investors and analysts. Specific financial data or strategic announcements are in the attached Exhibit 99.1, not the filing body. This is a standard investor-outreach disclosure with no separate financial event.

8-KPress release / Reg FDSep 178-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KPress release / Reg FDAug 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Aquestive Therapeutics (AQST) reported second quarter 2026 financial results for the period ended June 30, 2026, on August 11, 2026, alongside a furnished investor presentation. Aquestive develops and commercializes pharmaceutical products using its proprietary PharmFilm oral film delivery platform, with key products including SYMPAZAN and investigational Anaphylm for anaphylaxis. The Q2 results are material for tracking revenue from its commercial products and cash burn as it advances Anaphylm through late-stage development. Management guidance and commentary on Anaphylm's regulatory timeline are key investor focus areas.

8-KPress release / Reg FDAug 108-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Aquestive Therapeutics (AQST) announced results from a human factors validation study and pharmacokinetic (PK) study for Anaphylm (dibutepinephrine), its investigational sublingual epinephrine product for anaphylaxis, on August 10, 2026. These studies are critical pre-NDA requirements: the human factors study validates that real-world users can correctly administer the product, and the PK study confirms adequate epinephrine exposure. Positive results from both studies would substantially de-risk the NDA submission and strengthen the regulatory package. The company simultaneously furnished an investor presentation summarizing the data under Regulation FD.

S-3Shelf registrationJun 26S-3
+ 11 other (3 13Gs · 2 10-Qs · 2 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Aquestive Therapeutics Announces FDA Acceptance of Anaphylm™ NDA Resubmission and PDUFA Goal Date of March 16, 2027globenewswire.com·2d agoAquestive Therapeutics, Inc. (Nasdaq: AQST) Investor Alert: Schubert Jonckheer Investigating Possible False Statements Following 37% Stock Dropprnewswire.com·10d agoAquestive Therapeutics Strengthens Board of Directors with Appointment of Richard Dalyglobenewswire.com·18d agoAquestive Therapeutics, Inc. $AQST Shares Sold by Squarepoint Ops LLCdefenseworld.net·23d agoAquestive Therapeutics Announces Resubmission of New Drug Application to FDA for Anaphylm™ (dibutepinephrine) Sublingual Filmglobenewswire.com·30d ago

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Voices on X · last 7 days

No standout posts about $AQST on X in the last 7 days.

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