Added to YB: 2025-09-11
Pitch date: 2025-09-09
MYX.AX [bullish]
Mayne Pharma Group Limited
-2.17%
current return
Author Info
No bio for this author
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 365.6M
Pitch Price
AUD 4.60
Price Target
7.20 (+57%)
Dividend
N/A
Sector
Pharmaceuticals
Category
special_situation
Mayne Pharma: FIRB Posturing, Trial Uncertainty, and a 60% Merger Arbitrage Gap
MYX.AX: 60% spread on Cosette takeover excessive; SA gov FIRB intervention likely posturing to save Salisbury facility. If discovery found issues, Cosette would withdraw vs go to trial. Management incentivized for deal closure. Post-trial re-entry at current discount levels.
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