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5i Report

Review of Cipher Pharmaceuticals

AUG 16, 2018 - Dermatology pharmaceutical business with recent acquisition and growth in product pipeline, with some mixed results in the past. Coverage dropped until some visibility emerges.

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You’ve mentioned a lot of small caps that have already had significant growth in share price. What are some small cap names that have not yet landed on everyone’s radar?
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Q: I'm analyzing some pharma companies for a potential single company to add to the portfolio. I know you like Cipher in Canada. I'm looking for outsized long term returns, so I'm excluding mega caps like Eli Lilly etc. More looking to get in earlier and hold a company that has the criteria to be a big name down the road. Can you compare CPH to KRYS, which is a US company that filters pretty well for what I'm looking for. Let me know which of the 2 looks like the better choice? Thx
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