MOB.ST Moberg Pharma AB (publ) Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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09:16
Aug 30
Aug 30
Weak Phase III makes MOB-015 non-competitive
MOB-015 pipeline product is viewed as non-competitive following weak Phase III results, facing dominance from Jublia and looming generics.
MED
13:10
Mar 19
Mar 19
No MOB.ST questions in CPH.TO call.
Notes the absence of questions regarding MOB.ST during the CPH.TO earnings call.
LOW
06:32
Dec 11
Dec 11
Notes Bayer withdrawal and costly management mistakes.
Notes Bayer's withdrawal and criticizes management's costly mistakes, reflecting on a past asymmetric bet.
LOW
21:26
Dec 10
Dec 10
Sold position after non-reactive exchange announcement.
Author discloses selling their position following an announcement on German exchanges that did not trigger a price reaction.
MED
16:31
Nov 18
Nov 18
Discloses existing long position in Moberg
Author discloses an existing long position in Moberg while defending the company's clinical data.
MED
05:54
Nov 15
Nov 15
Notes regulatory commentary on US license
Notes regulatory commentary suggesting Moberg could have already obtained a US license if criticism were implemented.
LOW
07:47
Nov 12
Nov 12
Moberg Pharma beats Q3 sales and EBITDA
Reports Q3 sales and EBITDA beat expectations, with approval of a second terbinafine supplier expected near term.
MED
12:54
Oct 18
Oct 18
Bayer will maintain agreement despite trial risks
Author argues Bayer will maintain its agreement with Moberg Pharma even if the US Phase 3 trial fails, as Bayer focuses on the myco cure rate.
MED
18:30
Oct 14
Oct 14
Questions delayed European regulatory approval for efinaconazole
Questions the delayed European regulatory approval for efinaconazole following 2022 filings in Germany and Italy.
LOW
17:50
Oct 03
Oct 03
Expects mob-15 FDA approval based on efficacy
Expects FDA approval for mob-15 based on its superior mycological cure rates compared to the already approved Ciclopirox.
MED
17:13
Sep 29
Sep 29
No signs Bayer will exit Moberg partnership
Author notes there are no signs Bayer will exit its partnership with Moberg, citing recent company communications.
MED
17:13
Sep 29
Sep 29
Moberg US approval risk has significantly increased
Author notes Moberg's risk of missing US approval has significantly increased according to the company, correcting a podcast's claims.
LOW
08:59
Sep 28
Sep 28
MOB-015 may get FDA approval despite miss
Author argues Moberg Pharma could still receive FDA approval for MOB-015 even if the Phase 3 study misses its primary endpoint, initiating a detailed bullish thesis.
MED
11:45
Sep 27
Sep 27
Increases stake citing low enterprise value.
Author discloses increasing their position, arguing the $18M enterprise value is attractive and patients will buy mob-15 despite temporary discoloration side effects.
HIGH
19:33
Sep 18
Sep 18
Highlights CEO comments on registration dossiers
Highlights CEO interview stating that registration dossiers outside Europe are based on European authorization.
LOW
14:39
Sep 14
Sep 14
Reports Terclara launch of the year award
Reports Allderma celebrating the DOZ Apotek Launch of the year award for Terclara in Sweden.
LOW
16:39
Sep 13
Sep 13
Notes lower clinical cure rate in subgroup
Notes lower clinical cure rate in one subgroup, with no directional view from speaker.
LOW
14:28
Sep 13
Sep 13
Notes stock drop on worse expected results.
Notes that the recent negative news and subsequent stock drop are based on results being worse than expected, though details remain unknown.
LOW
12:09
Sep 13
Sep 13
US monetization and 3x upside potential remain.
Author remains highly bullish on Moberg Pharma, citing guaranteed US monetization for MOB-015 and estimating over 3x upside potential even excluding the US market.
HIGH
13:32
Aug 30
Aug 30
Base case pricing is too low
Author argues Moberg's base case pricing of $15/unit is too low given they charge over $50 in Sweden, implying upside.
MED
09:59
Aug 30
Aug 30
No new information from investor conference
Notes no new information emerged from the August 29 investor conference.
LOW
07:37
Aug 29
Aug 29
Aggressive bidding validates MOB-15 potential
Author is bullish on Moberg Pharma as Cipher's aggressive bidding for MOB-15 licenses validates the drug's real potential.
MED
09:11
Aug 23
Aug 23
Study confirms MOB015B safety for onychomycosis
Notes a recent study confirming MOB015B as a safe and well-tolerated topical treatment for onychomycosis, with no directional view stated.
LOW
06:28
Aug 13
Aug 13
Q2 earnings beat revenue and EBITDA expectations.
Reports Q2 earnings beat expectations for both revenue and EBITDA.
MED
16:41
Aug 12
Aug 12
Stock up after-hours ahead of earnings.
Notes the stock is trading up 10% after-hours ahead of its earnings report tomorrow.
LOW
14:03
Jul 29
Jul 29
Overweight stock and hold through news
Advises investors to overweight the stock and hold rather than trading news-driven shifts.
MED
17:54
Jul 08
Jul 08
Fair value reaches into billions of dollars
Author asserts the fair value of the company reaches into the billions of dollars, suggesting significant upside potential.
MED
18:38
Jul 04
Jul 04
Shares expected to reach 300 SEK
Author expects shares to reach 300 SEK or higher, advising investors to ignore low trading volume as it does not impact underlying product sales.
MED
07:42
Jun 11
Jun 11
Notes institutional investment and minor dilution.
Notes institutional investors getting on board alongside minor dilution, no directional view.
LOW
12:59
May 22
May 22
CEO expects no near-term generic competition
Reports CEO comments that competing Jublia generics are not expected to enter the market soon due to patent issues.
MED
About MOB.ST Analyst Coverage
Buzzberg tracks MOB.ST (Moberg Pharma AB (publ)) across 1 sources. 6 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (15%). 41 total trade ideas tracked. Latest voices: moodywriter13, @MoodyWriter13.