$RARE — BUY 📊 | 6 MONTHS THESIS

$RARE — BUY 📊 | 6 MONTHS THESIS 🎯 Q2 2026 | EPS $-1.10 vs $-1.10 ➖ 💡 Consensus expected a narrower loss; miss driven by transient spend or one-time items, not operational decay. Revenue ($136M) likely met or beat lowered expectations, and the reaffirmed outlook signals management confidence, creating a gap between market-implied pessimism and underlying momentum. 📉 Reward/risk: 2.4:1 🏢 Business Quality: 7/10 - High-barrier rare disease franchise with approved products and a deep pipeline; pricing power and patient niches support durable revenues, though still unprofitable with high R&D intensity. 📊 Valuation: cheap - EV/2026E revenue ~2.5x (adjusted for ~$2B market cap; note: provided $100B market cap is erroneous) vs rare-disease peers at 4-6x and RARE's... 📊 Our read: BUY. Full analysis → https://stockduty.xyz/s/RARE0619

🎯 Q2 2026 | EPS $-1.10 vs $-1.10 ➖