Added to YB: 2024-04-15
Pitch date: 2024-04-13
MOB.ST [bullish]
Moberg Pharma AB (publ)
-75.69%
current return
Author Info
Framp Files shares stock pitches on his blog and Seeking Alpha. Sign up for the newsletter.
Company Info
Moberg Pharma AB (publ), a pharmaceutical company, develops and commercializes medical products primarily in Sweden.
Market Cap
SEK 448.5M
Pitch Price
SEK 37.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-6.33
P/E
-17.42
EV/Sales
16.30
Sector
Pharmaceuticals
Category
growth
Moberg Pharma - Toenail Fungus Pure-Play with Potential- $MOB.ST
MOB.ST: Disruptive $100M firm targeting $3-4B toenail fungus market. MOB-015 outperforms topicals, matches oral terbinafine minus side effects. Phase 3 dosing tweak may boost lackluster 5% complete cure rate. $250-500M sales potential seems low: strong Canada share gain alone hits global target. US-only base case tops firm's worldwide estimate, despite risks like dilution & rollout delays. Meaningful upside but high uncertainty.
Read full article (5 min)