Cipher Pharmeuticals (CPH-T) Stock Predictions - Stockchase
WATCH LIST
16
Cipher Pharmeuticals (CPH-T)

ON STOCKCHASE SINCE Dec 2014

Healthcare

Cipher Pharmeuticals

CPH-T

16 watching          
Join the Discussion

Cipher Pharmeuticals (CPH-T) SAVE Apr, 24, 2019, 10:25 am

1.26 0.04 (3.28%)

What the experts are saying about CPH-T



  • All
  • Filtered
Signal Opinion Expert
PAST TOP PICK
Cipher Pharmeuticals(CPH-T) 

January 14, 2019

(A Top Pick Mar 26/18, Down 54%) He slightly reduced his position, but still holds it. They got into a business agreement with Sun Pharma, a bigger company, that was distributing one of the biggest drugs. They did a big promotion last year and the stock did very well, but they stopped promoting it. The inventory built up and their orders to Cipher dwindled to almost nothing. CPH stock got punished. They've since solved it with a long-term supply agreement. Also, they have two new drugs approved in 2018 with at least three more in 2019. The founder just bought a bunch of shares, which is a good sign.
Healthcare
0 0 0 0 0
0 comments
(A Top Pick Mar 26/18, Down 54%) He slightly reduced his position, but still holds it. They got into a business agreement with Sun Pharma, a bigger company, that was distributing one of the biggest drugs. They did a big promotion last year and the stock did very well, but they stopped promoting it. The inventory built up and their orders to Cipher dwindled to almost nothing. CPH stock got punished. They've since solved it with a long-term supply agreement. Also, they have two new drugs approved in 2018 with at least three more in 2019. The founder just bought a bunch of shares, which is a good sign.
Healthcare
0 0 0 0 0
0 comments
James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$1.890
Owned Owned
Yes

PAST TOP PICK
Cipher Pharmeuticals(CPH-T) 

November 27, 2018

(A Top Pick Mar 26/18, Down 51%) It's plunged since the spring, treated unfairly by the market. (He explains why later in the show.)
Healthcare
0 0 0 0 0
0 comments
(A Top Pick Mar 26/18, Down 51%) It's plunged since the spring, treated unfairly by the market. (He explains why later in the show.)
Healthcare
0 0 0 0 0
0 comments
James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$2.120
Owned Owned
Yes

TOP PICK
Cipher Pharmeuticals(CPH-T) 

November 27, 2018

It was treated unfairly by its U.S. partner and the market. In 2017, CPH heavily promoted their big product and so they gained a lot of market share. But when they cut their promotion, there was also an inventory adjustment. So, demand went down way more than they should have. He thinks they will rebound in the next few quarter. It's also a take-over candidate. There's no cyclicality to this business either. (Analysts’ price target is $5.06)
Healthcare
0 0 0 0 0
0 comments
It was treated unfairly by its U.S. partner and the market. In 2017, CPH heavily promoted their big product and so they gained a lot of market share. But when they cut their promotion, there was also an inventory adjustment. So, demand went down way more than they should have. He thinks they will rebound in the next few quarter. It's also a take-over candidate. There's no cyclicality to this business either. (Analysts’ price target is $5.06)
Healthcare
0 0 0 0 0
0 comments
James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$2.120
Owned Owned
Yes

TOP PICK
Cipher Pharmeuticals(CPH-T) 

August 28, 2018

This is a specialty pharma company. They have been focused on dermatology products, the lead being Absorbica. He’s excited by their development pipeline. They bought the Canadian assets of Cardiome and have successfully integrated them. This came with tax losses along with the pipelines. Together, they help make Cipher incredibly cheap at its current price. There was an issue with inventory of their US partner, but that has now been resolved. He expects the recovery to show good earnings momentum for the back half of this year, then the release of new products. The company has dropped from $18--it was caught up in the run-up of prescription prices (Valeant) and then the run-down. While their prices were high, they tried to get into the US in a big way, and that failed. That cost them about $10 million and hurt their share price, but that failure is long past. He likes it a lot at its current price. (Analysts’ price target is $6.06)

Healthcare
0 0 0 0 0
0 comments

This is a specialty pharma company. They have been focused on dermatology products, the lead being Absorbica. He’s excited by their development pipeline. They bought the Canadian assets of Cardiome and have successfully integrated them. This came with tax losses along with the pipelines. Together, they help make Cipher incredibly cheap at its current price. There was an issue with inventory of their US partner, but that has now been resolved. He expects the recovery to show good earnings momentum for the back half of this year, then the release of new products. The company has dropped from $18--it was caught up in the run-up of prescription prices (Valeant) and then the run-down. While their prices were high, they tried to get into the US in a big way, and that failed. That cost them about $10 million and hurt their share price, but that failure is long past. He likes it a lot at its current price. (Analysts’ price target is $6.06)

Healthcare
0 0 0 0 0
0 comments
James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$3.530
Owned Owned
Yes

PAST TOP PICK

(A Top Pick March 26, 2018. Down 16%). This initially popped higher but they preannounced a poor quarter because the market had been stuffed by a promotion. This quarter will be a little weak for the same reason but after that, it will do better. Cipher historically focused on dermatology. With their purchase of Cardiome Pharma Corp’s Canadian assets, they will now also be focused on arrhythmia and other cardiovascular conditions addressed by Cordiome’s drugs. He loves Cipher here. He thinks it is trading at half what specialty pharma companies, like Knight, sell for. He sees this as a good takeover target for Knight and sees it as a potential double.

Healthcare
0 0 0 0 0
0 comments

(A Top Pick March 26, 2018. Down 16%). This initially popped higher but they preannounced a poor quarter because the market had been stuffed by a promotion. This quarter will be a little weak for the same reason but after that, it will do better. Cipher historically focused on dermatology. With their purchase of Cardiome Pharma Corp’s Canadian assets, they will now also be focused on arrhythmia and other cardiovascular conditions addressed by Cordiome’s drugs. He loves Cipher here. He thinks it is trading at half what specialty pharma companies, like Knight, sell for. He sees this as a good takeover target for Knight and sees it as a potential double.

Healthcare
0 0 0 0 0
0 comments
James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$3.550
Owned Owned
Yes

TOP PICK

This company has been beaten down recently due to a current takeover project and he feels there has been one shareholder putting pressure on the stock.   He has been buying more and would buy more. 

Healthcare
0 0 0 0 0
0 comments

This company has been beaten down recently due to a current takeover project and he feels there has been one shareholder putting pressure on the stock.   He has been buying more and would buy more. 

Healthcare
0 0 0 0 0
0 comments
James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$4.150
Owned Owned
Yes

DON'T BUY
Cipher Pharmeuticals(CPH-T) 

October 14, 2016

The chart is not looking good. The one thing that can be said is that it has come back to its support level. But right now it is still in a downward trend and underperforming the market. Momentum is negative. He would look elsewhere.

Healthcare
0 0 0 0 0
0 comments

The chart is not looking good. The one thing that can be said is that it has come back to its support level. But right now it is still in a downward trend and underperforming the market. Momentum is negative. He would look elsewhere.

Healthcare
0 0 0 0 0
0 comments
Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$4.870
Owned Owned
Unknown

WATCH

A little bit early. They have built up their sales force pretty significantly over the last 6 months, so costs are higher and margins have come down quite a bit. That will continue over the next 2-3 quarters until the drugs start to gain traction. He would look to Buy once the new drug starts to gain traction.

Healthcare
0 0 0 0 0
0 comments

A little bit early. They have built up their sales force pretty significantly over the last 6 months, so costs are higher and margins have come down quite a bit. That will continue over the next 2-3 quarters until the drugs start to gain traction. He would look to Buy once the new drug starts to gain traction.

Healthcare
0 0 0 0 0
0 comments
James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$6.100
Owned Owned
No

COMMENT
Cipher Pharmeuticals(CPH-T) 

September 15, 2015

They are building a big range of products. Thinks this is a good one.

Healthcare
0 0 0 0 0
0 comments

They are building a big range of products. Thinks this is a good one.

Healthcare
0 0 0 0 0
0 comments
Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$6.460
Owned Owned
Yes

COMMENT

A very lively bunch of managers who are putting on a very impressive range of productive products in the Pharma area with a pipeline of development situations. This should continue to do very well. The more products it gathers in, the more it averts a single catastrophe.

Healthcare
0 0 0 0 0
0 comments

A very lively bunch of managers who are putting on a very impressive range of productive products in the Pharma area with a pipeline of development situations. This should continue to do very well. The more products it gathers in, the more it averts a single catastrophe.

Healthcare
0 0 0 0 0
0 comments
Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$12.570
Owned Owned
Unknown

COMMENT

Attended a talk and was very impressed with the rack of products that they have in the pipeline. Thinks it could be very interesting in the future. He likes this.

Healthcare
0 0 0 0 0
0 comments

Attended a talk and was very impressed with the rack of products that they have in the pipeline. Thinks it could be very interesting in the future. He likes this.

Healthcare
0 0 0 0 0
0 comments
Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$12.800
Owned Owned
Yes

COMMENT

Has avoided smaller pharmaceutical companies because he wears a hat as a generalist and couldn’t see the advantage he had of looking at a pharmaceutical name. Until a company gets to a specific scale where it is not taking as much drug specific risk, he would be very cautious about these names.

Healthcare
0 0 0 0 0
0 comments

Has avoided smaller pharmaceutical companies because he wears a hat as a generalist and couldn’t see the advantage he had of looking at a pharmaceutical name. Until a company gets to a specific scale where it is not taking as much drug specific risk, he would be very cautious about these names.

Healthcare
0 0 0 0 0
0 comments
Jerome Hass

Portfolio , Lightwater Partners...

Price Price
$13.670
Owned Owned
No

BUY

Has some zip to it.  Long term it should do well.

Healthcare
0 0 0 0 0
0 comments

Has some zip to it.  Long term it should do well.

Healthcare
0 0 0 0 0
0 comments
Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$12.790
Owned Owned
Unknown

DON'T BUY
Cipher Pharmeuticals(CPH-T) 

February 5, 2015

He likes this and has a fairly large position, but his average cost is $7. The challenge going forward as it goes higher, is that they have a very high dependence on a single product. The challenge over time is to get diversification into their portfolio. He thinks this can definitely go higher, but some of the smaller names such as Nobilis (NHC-T), Patient Home Monitoring (PHM-X) and CRH Medical (CRH-T) would be better. If you had $3000, you could spread it over these 3 as there is still a lot of growth, but he wouldn’t have exposure to one individual name.

Healthcare
0 0 0 0 0
0 comments

He likes this and has a fairly large position, but his average cost is $7. The challenge going forward as it goes higher, is that they have a very high dependence on a single product. The challenge over time is to get diversification into their portfolio. He thinks this can definitely go higher, but some of the smaller names such as Nobilis (NHC-T), Patient Home Monitoring (PHM-X) and CRH Medical (CRH-T) would be better. If you had $3000, you could spread it over these 3 as there is still a lot of growth, but he wouldn’t have exposure to one individual name.

Healthcare
0 0 0 0 0
0 comments
Jason Donville

President , Donville Kent Asset ...

Price Price
$17.130
Owned Owned
Yes

HOLD
Cipher Pharmeuticals(CPH-T) 

December 24, 2014

He would recommend the 3 Top Picks for this show over this stock, because they are just getting going. All 3 of them are related to the Bio/medical/Pharma world.

Healthcare
0 0 0 0 0
0 comments

He would recommend the 3 Top Picks for this show over this stock, because they are just getting going. All 3 of them are related to the Bio/medical/Pharma world.

Healthcare
0 0 0 0 0
0 comments
Jason Donville

President , Donville Kent Asset ...

Price Price
$18.560
Owned Owned
Unknown

Showing 1 to 15 of 16 entries
Successfully Saved Company
Successfully Saved Company
3+
JOIN THE DISCUSSION
3 comments in the last 7 days