Stock daily read

What happened with NTRB today?

Why it moved
Explains possible causes using the day’s news and filings
Moving with the market?
Uses market moves and trading volume to assess what drove the change
What to watch next
The next thing that could change the call, and what to look for

No read yet

Uses news and trading volume to explain the day’s move and how it relates to the market.

Investment outlook

NTRB in three months: buy, wait or sell?

Stop guessing. Get the call, a three-month target price, the best and worst cases, and a source for every claim.

In the report
  • Buy / Wait / Sell rating
  • 3-month target price
  • Bear · Base · Bull
  • vs. the market

Company

Company overview

Nutriband’s main development project is AVERSA Fentanyl, a fentanyl patch intended for chronic pain requiring around-the-clock opioid treatment. Its AVERSA technology places agents with an unpleasant taste and sensory effects on the patch backing, separate from the medicine. These agents are intended to discourage abuse and misuse, rather than enter the skin during normal wear. The patch remains under development, not an approved product.

Current revenue comes from Pocono Pharmaceuticals, which operates as Active Intelligence and manufactures products for health, wellness and over-the-counter pharmaceutical customers. Another subsidiary, 4P Therapeutics, offers drug and medical-device research and development services, but these are not a significant revenue source.

Bringing AVERSA Fentanyl to market depends on substantial development funding, successful clinical studies and FDA approval. Nutriband relies on Kindeva Drug Delivery to develop the manufacturing process, supply patches for clinical testing and prepare manufacturing information for the FDA application. Approval is required even though fentanyl itself is already approved; the FDA must also approve the manufacturing process and facility.

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Source: SEC filing

Red flags

Know what’s buried in NTRB’s filings before you buy

The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.

Sorted into
  • Happening now
  • Could go wrong
  • Built in

Moat

NTRB says it has a moat. Does it hold up?

Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.

Each edge rated
  • Strong
  • Moderate
  • Limited
  • Unproven

Related companies

Nutriband’s prospects hinge on financing, developing and securing FDA approval for AVERSA Fentanyl, while its current revenue comes from Pocono’s contract manufacturing and tape sales.

Agenda

in 48 daysMon, Dec 7

  1. Time to be announced
    Major

    Nutriband Inc. earningsThis company

    NutriBand’s report will show whether Pocono’s customer sales and gross profit can support operations while the company funds AVERSA Fentanyl, which still needs FDA approval.