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Added to YB: 2025-11-14

Pitch date: 2025-11-12

CPH.TO [neutral]

Cipher Pharmaceuticals Inc.

+3.9%

current return

Author Info

No bio for this author

Company Info

Cipher Pharmaceuticals Inc. operates as a specialty pharmaceutical company in Canada. It offers Epuris (isotretinoin), an oral retinoid indicated for the treatment of severe nodular and/or inflammatory acne, acne conglobate and recalcitrant acne; Actikerall, a topical solution indicated for the treatment of slightly palpable and/or moderately thick hyperkeratotic actinic keratosis (Grade I/II) of the face, forehead, and balding scalp; Natroba for the topical treatment of head lice and scabies infestations in adult and pediatric patients; Vaniqa, a topical cream for the slowing of the growth of unwanted facial hair in women; Durela, an opioid analgesic for the management of moderate to moderately severe pain in adults; Brinavess for the rapid conversion of onset atrial fibriallation to sinus rhythm in adults; and Aggrastat, a reversible GP IIb/IIIa inhibitor for use in patients with Acute Coronary Syndrome.

Market Cap

CAD 253.4M

Pitch Price

CAD 13.33

Price Target

N/A

Dividend

N/A

EV/EBITDA

13.11

P/E

14.93

EV/Sales

5.16

Sector

Pharmaceuticals

Category

growth

Show full summary:
Cipher Pharmaceuticals: Questions to Craig Mull | Value Bridge

CPH.TO (update): North American specialty pharma w/ Epuris (60% Canadian severe acne market, $18-20M annually) & Natroba (23% of $165M US anti-parasitic market). Strong 50% EBITDA margins, $154M tax losses, $65M credit facility. Key catalysts: MOB-015 Phase 3 readout 2024, scabies expansion (~500K prescriptions), international Natroba licensing 2025, potential acquisitions >$30M revenue.

Read full article (52 min)