Added to YB: 2025-10-07
Pitch date: 2025-10-03
NXGL [bullish]
NEXGEL, Inc.
-40%
current return
Author Info
Ahead of the Curve focuses on identifying and owning great small cap companies. Sign up for the newsletter.
Company Info
NEXGEL, Inc. manufactures and sells high water content, electron beam cross-linked, and aqueous polymer hydrogels and gels for wound care, medical diagnostics, transdermal drug delivery, and cosmetics in the United States.
Market Cap
$12.2M
Pitch Price
$2.65
Price Target
4.42 (+165%)
Dividend
N/A
EV/EBITDA
-6.74
P/E
-3.97
EV/Sales
1.27
Sector
Health Care Equipment and Supplies
Category
growth
Tripling down on NEXGEL after doubling my money
NXGL tripled position: Hydrogel producer w/ unique tech dominates medical niche. Estimates 70% YoY growth through 2027, EBITDA breakeven 2025 to $5M by 2027. Key drivers: AbbVie partnership (delayed but mgmt confident Q1 launch), STADA expansion, Silly George beauty brand acquisition performing well. Trading at $19M mkt cap vs est $56M at 10x 2027 EBITDA. Net cash, <20% capacity utilization provides runway.
Read full article (12 min)