Patent SettlementThe settlement with Fresenius Kabi and Jiangsu Hengrui is seen as favorable for Pacira, representing profound upside to the current valuation.
Revenue GrowthRevenue growth is expected to accelerate with NOPAIN driving higher volumes, and the settlement is seen as key to unlocking a re-rate in the stock's valuation multiple.
Strategic DirectionManagement's 5-year plan to build an innovative pipeline, including PCRX-201 knee OA gene therapy, adds upside potential to Pacira's growth story.