Post by Possibleidiot01on Mar 27, 2025 4:09pm
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Post# 36512468
from Donnville Kent January newsletter
from Donnville Kent January newsletterCipher Pharma (CPH)
• After years of looking for an acquisition, Cipher pulled the trigger and acquired
the rights and the U.S. sales force of Natroba (head lice and scabies). The
acquisition not only doubles the size of the business but gives them the
opportunity to bring the drugs which they were out licensing back in-house and
distribute themselves. This would increase earnings as well as expand the
efficiency of the sales force by giving them more to sell. In addition, they are in
the process of getting approved to bring Natroba to Canada as well as licensing
10ROE REPORTER | DKAM
to the rest of the world. Add in potential tuck-in M&A in 2025 and we think
Cipher’s growth and profitability will be well above what people expect.