Added to YB: 2026-05-28
Pitch date: 2026-05-26
XSPRAY.ST [bullish]
Xspray Pharma AB (publ)
Author Info
No bio for this author
Company Info
Xspray Pharma AB (publ), a pharmaceutical company, engages in the development of protein kinase inhibitors for targeted cancer treatments in Sweden.
Market Cap
SEK 1.1B
Pitch Price
N/A
Price Target
219.40
Dividend
N/A
EV/EBITDA
-8.06
P/E
-5.79
EV/Sales
473.44
Sector
Biotechnology
Category
special_situation
This Swedish stock is the most binary bet I’ve ever made
XSPRAY.ST: Swedish pharma improving off-patent PKI drugs via HyNap tech. Binary bet on Aug 25 FDA approval of Dasynoc+Nilopki after 3 prior CRLs (GMP issues at contract mfr, labeling). $21B-$38B TAM (90 approved PKIs). Conservative case: 2,800M SEK rev, 55% EBIT margin by 2030 = 810% return (63% CAGR) at 10x PE exit. Mgmt guides 3,711M SEK rev, 65% margin. Oversubscribed raise signals confidence. Rejection = -50%+ drop, existential risk.
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