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Initial Thoughts on Recent Events at Moberg.

Moberg recently announced that the no. of patients within a subset of patients who achieved clinical cure during the ongoing P3 were below the company's expectations.
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Notes from Cipher Pharmaceuticals' Planet Microcap Interview dated 21 August 2024.
Cipher's CEO, Craig Mull, and President of U.S. Operations, Bryan Jacobs, have discussed their future aspirations for Cipher post-Natroba acquisition in…
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Estimate of Cipher Pharmaceuticals' Potential Future Operating Income Post-Natroba Acquisition.
Cipher's Natroba acquisition has fundamentally changed the business's future trajectory and its potential future value.
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OTC-Listed, U.S. Nanocap with High-Insider Ownership, No Institutional Ownership, 26% of Market Cap in Cash & Investments, High ROIC…
An introductory elevator pitch for an interesting nanocap investment idea potentially warranting further investigation.
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Initial Thoughts on Cipher's Acquisition of ParaPRO's, "Natroba"
Cipher Pharmaceuticals has purchased ParaPRO's scabies and headlice drug, "Natroba", for total consideration of $89.5 million USD.
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Haypp Group AB: A Fly-Wheel Business Surfing the Nicotine Pouch Tidal Wave, Positioned to Thrive Amidst Intense Competition
Haypp Group AB is a Swedish microcap that offers a potential multi-bagger investment as an online retailer of reduced-risk products.
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Haypp Group AB: Write-Up Preview
Haypp Group AB is a Swedish microcap that offers a potential multi-bagger investment as an online retailer of reduced-risk products.
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BQE Water: A Capital-Light Compounder with Expanding Margins and Long-Term Recurring Revenues
BQE Water is a high-quality Canadian microcap that offers a potential multi-bagger investment opportunity over the next 20 years.
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BQE Water: Write-Up Preview
BQE Water is a high-quality Canadian microcap that offers a potential multi-bagger investment opportunity over the next 20 years.
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Moberg Pharma AB: A Royalty on an Innovative Treatment for a Condition Affecting Hundreds of Millions of People Globally
Moberg Pharma, an obscure Swedish microcap, offers a potential homerun investment due to its development of an innovative treatment for onychomycosis…
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Divergent Capital Investment Research
Divergent Capital Investment Research
Investment research on high-quality businesses by a self-taught value investor in the tradition of Graham, Buffett and Munger.
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