CPH.TO Cipher Pharmaceuticals Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
13:23
16 июн
16 июн
В твите рекламируется запись основного доклада, в котором спикер выделил свои текущие фавориты.
В твите рекламируется запись основного доклада, в котором спикер выделил свои текущие фавориты, однако автор не заявляет о своей собственной позиции или прогнозах на будущее.
Низ.
15:37
17 янв
17 янв
Top holding based on management quality scores.
Author discloses a top portfolio holding, citing high management scores based on Thorndike's "The Outsiders" criteria.
Сред.
13:53
23 дек
23 дек
Discloses largest portfolio position for new year
Author discloses this as one of their largest portfolio positions going into the new year.
Сред.
15:10
27 ноя
27 ноя
Potential Medicaid PDL updates before Q4
Notes potential for positive updates before Q4 results if the company filed Natroba bids for Medicaid PDLs.
Сред.
08:31
27 ноя
27 ноя
Stock recovers irrational post-Q3 pullback
Notes the stock has fully recovered its post-earnings pullback as rational valuation reasserted itself.
Низ.
07:13
10 ноя
10 ноя
Undervalued based on current FCF growth
Argues the stock is undervalued, calculating fair value between C$18.60 and C$22.80 based on current free cash flow growth and pending licensing deals.
Выс.
19:35
07 ноя
07 ноя
Defends Natroba efficacy against critic's claims
Defends Natroba's efficacy data against a critic, arguing the high placebo cure rate reflects study conditions rather than poor drug performance.
Сред.
13:04
07 ноя
07 ноя
Solid FCF and cheap valuation support CPH.TO
Author defends CPH.TO's Q3 results, noting solid free cash flow generation and an attractive valuation multiple.
Сред.
14:23
24 окт
24 окт
Existing long position increased in portfolio
An existing long position in CPH.TO was increased during a monthly portfolio update following a slight setback from record highs.
Сред.
11:57
14 окт
14 окт
Won arbitration case securing damages and royalties
Reports the company won an arbitration case, securing damages and a 15% royalty on net sales of Absorica LD in Canada.
Сред.
06:33
07 окт
07 окт
CPH.TO consistently screens as a strong buy
Highlights CPH.TO as a consistent buy recommendation based on extensive LLM company analysis, noting it stands in a league of its own.
Сред.
06:16
25 сен
25 сен
Discloses large existing positions and recent additions
Author discloses large existing positions and recent additions across these names in a monthly portfolio update.
Сред.
20:00
22 сен
22 сен
Notes market appreciation for specialty pharma model
Notes the market is rediscovering its appreciation for the low-risk, capital-light business model of specialty pharma companies.
Сред.
09:16
30 авг
30 авг
Notes strong cash flow and debt repayment
Notes Cipher generates over $2M monthly cash flow, nearly repaid debt, and plans Natroba launch in Canada post-approval.
Низ.
09:16
30 авг
30 авг
Highlights CEO update on Natroba integration
Highlights CEO update noting Natroba acquisition integration, doubled sales and EBITDA, and significant debt reduction.
Низ.
10:41
15 авг
15 авг
Notes positive fundamentals for CPH.TO
Notes strict per-share focus, rapid deleveraging, and a high-margin Natroba deal for the asset-light specialty pharma company.
Сред.
10:01
15 авг
15 авг
Author holds large CPH.TO position
Author discloses the stock is among their biggest current positions, highlighting positive earnings.
Сред.
15:23
14 авг
14 авг
Growth story needs more visibility
Suggests the company's growth story needs more visibility for the stock to gain lasting momentum.
Низ.
10:23
08 авг
08 авг
CPH.TO unloved despite strong FCF growth
Author considers the stock an unloved, low-risk business with a clear path to significant free cash flow growth by 2027.
Выс.
09:26
08 авг
08 авг
Natroba sequential growth beats Q1 guidance
Notes that Natroba's sequential growth of 16% exceeded the company's previous guidance of 8-12%.
Низ.
08:59
08 авг
08 авг
Best yet to come for CPH.TO
Author remains bullish following predictable strong results and margin improvements, anticipating even better future performance.
Сред.
06:45
22 июл
22 июл
Discloses top portfolio position favoring compounding growth
Author discloses top portfolio position, favoring the high free cash flow and non-dilutive compounding growth model.
Сред.
06:45
22 июл
22 июл
Notes asset-light playbook acquiring proven niche drugs
Notes the company's asset-light playbook of acquiring proven niche drugs and skipping costly Phase-III R&D.
Сред.
20:34
19 июл
19 июл
CPH.TO platform acquisition to drive further growth
Praises CPH.TO management's elite capital allocation and notes the recently acquired sales platform will drive further growth with flat fixed costs.
Сред.
20:34
19 июл
19 июл
CPH.TO is a defensive growth buy
Argues CPH.TO is an attractive defensive growth buy at current prices due to its highly sticky, recession-resistant sales profile.
Сред.
20:34
19 июл
19 июл
CPH.TO margins to rise on Natroba growth
Highlights CPH.TO's acquisition of Natroba, noting its strong FCF margin and expected 10-25% annual growth in the US.
Сред.
14:21
14 июл
14 июл
Author maintains massive CPH.TO portfolio position
Author discloses maintaining a massive, high-conviction position in CPH.TO, which currently constitutes a third of their entire portfolio.
Сред.
15:37
03 июл
03 июл
Discloses largest position citing buybacks and valuation.
Author discloses their largest position, highlighting a major buyback, attractive valuation, expected growth, and defensive characteristics.
Выс.
10:40
02 июн
02 июн
Author increases position to top portfolio holding
Author discloses increasing their position, making it their largest holding at one-third of their total portfolio.
Сред.
19:56
27 мая
27 мая
Increased largest position citing strong FCF yield
Author increased their largest position, citing 2-5x upside potential, low downside risk, and a 2025 FCF yield of 10% with 10-15% growth.
Выс.
Об аналитическом покрытии CPH.TO
Buzzberg отслеживает CPH.TO (Cipher Pharmaceuticals Inc.) в 2 источниках. Бычьих сигналов: 10, медвежьих: 0, от 2 аналитиков. Сентимент преимущественно бычий (20%). Всего отслеживается 49 торговых идей. Последние спикеры: stocks_stones, @MoodyWriter13, moodywriter13.