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Cipher Pharmaceuticals Inc T.CPH

Alternate Symbol(s):  CPHRF

Cipher Pharmaceuticals Inc. is a specialty pharmaceutical company with a diversified portfolio of commercial and early to late-stage products, mainly in dermatology. The Company acquires products that fulfill unmet medical needs, manages the required clinical development and regulatory approval process, and markets those products in Canada, the United States, and South America. Its dermatology products include Actikerall, Epuris, and Vaniqa. Its hospital acute care products include Aggrastat and Brinavess. Its out-licensed products include Absorica, ConZip and Lipofen. Durela is its specialty medicine. Its product pipeline includes MOB-015, CF-101, and DTR-001. It delivers novel products to healthcare professionals and patients in Canada in a range of therapeutic areas, including dermatology, women’s health, urology and others. It also has the Natroba operations and global product rights to Natroba and its authorized generic Spinosad, a topical treatment for both head lice and scabies.


TSX:CPH - Post by User

Comment by drewmumawon Oct 06, 2023 3:11pm
204 Views
Post# 35673743

RE:Comprehensive Valuation Report on Cipheras of August 31 2023

RE:Comprehensive Valuation Report on Cipheras of August 31 2023

Does management really believe that a lot of shareholders will tender their shares with that kind of growth ?


I hope so. The overhead for this auction is costing the company $400k. From page 41:

Cipher Pharmaceuticals is expected to incur expenses of approximately $400,000 in connection with the Offer, which includes filing fees, advisory fees, the fees for the Valuation Report, the fees of the Dealer Manager and the fees for legal, translation, accounting, depositary, printing and mailing services.

I suppose some shareholders may be interested in tendering their shares if they would otherwise encounter liquidity issues unloading large blocks in the open market. On the other end of the spectrum, there may be small holders of odd lots that use this opportunity to exit at a price they would never get from the market recently.

Thank you for highlighting the Evans & Evans valuation info. On page 22, the MOB-015 revenue projections—emphasis on the word "projections"—were particularly interesting.

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