CPH.TO Cipher Pharmaceuticals Inc. Loading... : Bullish and Bearish Analyst Opinions
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13:23
Jun 16
Jun 16
The tweet promotes a replay of a keynote speech where the speaker highlighted his current top.
The tweet promotes a replay of a keynote speech where the speaker highlighted his current top picks, but the author does not state their own position or forward-looking view.
LOW
15:37
Jan 17
Jan 17
Top holding based on management quality scores.
Author discloses a top portfolio holding, citing high management scores based on Thorndike's "The Outsiders" criteria.
MED
13:53
Dec 23
Dec 23
Discloses largest portfolio position for new year
Author discloses this as one of their largest portfolio positions going into the new year.
MED
15:10
Nov 27
Nov 27
Potential Medicaid PDL updates before Q4
Notes potential for positive updates before Q4 results if the company filed Natroba bids for Medicaid PDLs.
MED
08:31
Nov 27
Nov 27
Stock recovers irrational post-Q3 pullback
Notes the stock has fully recovered its post-earnings pullback as rational valuation reasserted itself.
LOW
07:13
Nov 10
Nov 10
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.
HIGH
19:35
Nov 07
Nov 07
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.
MED
13:04
Nov 07
Nov 07
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.
MED
14:23
Oct 24
Oct 24
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.
MED
11:57
Oct 14
Oct 14
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.
MED
06:33
Oct 07
Oct 07
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.
MED
06:16
Sep 25
Sep 25
Discloses large existing positions and recent additions
Author discloses large existing positions and recent additions across these names in a monthly portfolio update.
MED
20:00
Sep 22
Sep 22
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.
MED
09:16
Aug 30
Aug 30
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.
LOW
09:16
Aug 30
Aug 30
Highlights CEO update on Natroba integration
Highlights CEO update noting Natroba acquisition integration, doubled sales and EBITDA, and significant debt reduction.
LOW
10:41
Aug 15
Aug 15
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.
MED
10:01
Aug 15
Aug 15
Author holds large CPH.TO position
Author discloses the stock is among their biggest current positions, highlighting positive earnings.
MED
15:23
Aug 14
Aug 14
Growth story needs more visibility
Suggests the company's growth story needs more visibility for the stock to gain lasting momentum.
LOW
10:23
Aug 08
Aug 08
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.
HIGH
09:26
Aug 08
Aug 08
Natroba sequential growth beats Q1 guidance
Notes that Natroba's sequential growth of 16% exceeded the company's previous guidance of 8-12%.
LOW
08:59
Aug 08
Aug 08
Best yet to come for CPH.TO
Author remains bullish following predictable strong results and margin improvements, anticipating even better future performance.
MED
06:45
Jul 22
Jul 22
Discloses top portfolio position favoring compounding growth
Author discloses top portfolio position, favoring the high free cash flow and non-dilutive compounding growth model.
MED
06:45
Jul 22
Jul 22
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.
MED
20:34
Jul 19
Jul 19
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.
MED
20:34
Jul 19
Jul 19
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.
MED
20:34
Jul 19
Jul 19
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.
MED
14:21
Jul 14
Jul 14
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.
MED
15:37
Jul 03
Jul 03
Discloses largest position citing buybacks and valuation.
Author discloses their largest position, highlighting a major buyback, attractive valuation, expected growth, and defensive characteristics.
HIGH
10:40
Jun 02
Jun 02
Author increases position to top portfolio holding
Author discloses increasing their position, making it their largest holding at one-third of their total portfolio.
MED
19:56
May 27
May 27
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.
HIGH
About CPH.TO Analyst Coverage
Buzzberg tracks CPH.TO (Cipher Pharmaceuticals Inc.) across 2 sources. 10 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (20%). 49 total trade ideas tracked. Latest voices: stocks_stones, @MoodyWriter13, moodywriter13.