Professional
Added to YB: 2026-01-09
Pitch date: 2026-01-07
MYX.AX [neutral]
Mayne Pharma Group Limited
-2.8%
current return
Author Info
Halvio Capital is an investment firm that seeks to compound capital at high rates of return while taking limited risk of capital impairment through separately managed accounts. The firm’s goal is to outperform the broader indices over a long time frame. Sign up for the newsletter.
Company Info
Mayne Pharma Group Limited, a specialty pharmaceutical company, focuses on the commercialization of women’s health and dermatology pharmaceuticals in Australia, New Zealand, the United States, Canada, Europe, Asia, and internationally.
Market Cap
AUD 263.2M
Pitch Price
AUD 3.22
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.47
P/E
-2.84
EV/Sales
0.50
Sector
Pharmaceuticals
Category
special_situation
Halvio Capital Portfolio Holding: Mayne Pharma Group Limited
MYX.AX (sold position): Merger arb gone wrong - Cosette deal blocked by Australia's FIRB after court victory, stock down 30%. Lessons: need constant monitoring, poor risk/reward (small upside vs large downside), no downside protection when deals break. Small position size, but educational mistake.
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