Not admitted · Not a forecast
Rules 1.1.0 · as of 14 Sep 2026
Owen Scott Muir · Said 18 Mar 2023 · owen-0369
Quote
Not a forecast
“This would tank their revenue source. No more paper fees, every clinic is making 2500+ more dollars every time they do a treatment for somebody with depression, and you have cut the spigot of revenue into a publicly traded company, which on the next earnings call would have to report that they lost a bunch of money.”
Thought experiment: buy puts on Neuronetics, then spend $100m to give 1,000 free TMS machines to clinics using Neuronetics devices. The author says this would tank Neuronetics' per-treatment fee revenue and force a loss report at the next earnings call; 'Assuming it craters the company entirely, you'd walk away with $17 million' ($117.5m if the share price went to zero).
Descriptive, retrospective, or a statement of preference; no future state asserted.