Added to YB: 2025-08-18
Pitch date: 2025-08-15
CPH.TO [bullish]
Cipher Pharmaceuticals Inc.
+32.11%
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 for the treatment of severe nodular and/or inflammatory acne, acne conglobate, and recalcitrant acne; Actikerall, a topical solution for the treatment of slightly palpable and/or moderately thick hyperkeratotic actinic keratosis (Grade I/II) of the face, forehead, and balding scalp; 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 fibrillation to sinus rhythm in adults; Aggrastat, a reversible GP IIb/IIIa inhibitor for use in patients with acute coronary syndrome; and Natroba for the topical treatment of head lice and scabies infestations in adult and pediatric patients.
Market Cap
CAD 330.8M
Pitch Price
CAD 14.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.65
P/E
12.45
EV/Sales
6.52
Sector
Pharmaceuticals
Category
value
Cipher Pharmaceuticals: A fast-growing 10x EBITDA Core With Free Call Options on Growth
CPH.TO: Specialty dermatology co with high-margin (76%) core in Epuris (48% market share in Canada) & Natroba (for lice/scabies). Misvalued at 10x earnings despite 10% organic growth, 47% EBITDA margins, $19.5M OCF. Catalysts: Medicaid wins for Natroba, Canadian launch, product acquisitions, 42% insider ownership.
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