This could be one of our most interesting ideas ever. Simple story, simple cap table…plenty of upside potential.
We are planning three reports.
LIVE QUOTE
The first report is a “look what we found” heads up below. Then a 10 pager after Friday’s close for weekend enjoyment, and then a full boat report the following Friday. That will cover all aspects of the Company, the management, the Fentanyl product and most importantly the platform (the patch technology) and what other drugs it can potentially partner up with.
Nutriband’s lead asset is AVERSA Fentanyl, a proprietary transdermal product designed to become the world’s first abuse-deterrent fentanyl patch. Fentanyl patches are widely prescribed for severe, chronic pain, but traditional patches can be easily chewed, swallowed, or scraped to extract the opioid for a lethal high.
A global strategy consulting firm focused exclusively on the healthcare and life sciences industries called ‘Health Advances’ has provided to Nutriband a peak revenue guidance of $80 million to $200 million for AVERSA Fentanyl. With a market cap of only $85 million, we suggest this is indeed worth further study.
Price Levels Envisioned (PLE) in the report, after reaching certain milestones, range from $27 to $130. See report for details.
The patented AVERSA technology utilizes an advanced taste-aversion coating embedded with intensely bitter and nauseating agents. If an individual attempts to abuse the patch orally or chemically manipulate it, the aversion matrix is instantly unlocked, completely destroying any potential for recreational euphoria and forcing the abuser to spit it out.
Nutriband has, (in our opinion) completely de-risked its manufacturing and execution timeline through an exclusive, long-term commercial partnership with Kindeva Drug Delivery.
Kindeva is a top-tier global Contract Development and Manufacturing Organization (CDMO) that generates hundreds of millions in annual revenue and operates nine state-of-the-art facilities. Kindeva was acquired by Altaris Capital Partners for $650 million from 3M.
Altaris Capital Partners is a prominent healthcare-focused private equity firm headquartered in New York City. Founded in 2003 by George Aitken-Davies and Daniel Tully, the firm manages approximately $9 billion to $10 billion in equity capital.
It specializes in growth-oriented buyouts, complex corporate partnerships, and corporate carve-outs – such as its creation of Kindeva Drug Delivery from 3M. Since its inception, Altaris has completed more than 50 platform investments across diverse subsectors, including pharmaceuticals, medical devices, life sciences, digital health platforms, and contract development and manufacturing organizations
Kindeva’s decision to partner with Nutriband relieves us of the all important due-diligence chore of “does the drug work.” A big deal for us.
Who or what in the world is Health Advances who issued the revenue potential up to $200 million?
Health Advances was founded over 30 years ago (1992) by two elite senior strategy consultants who spun out from Bain & Company. They built the firm on strict Bain-style analytical rigor, but applied it exclusively to healthcare. In 2016, Health Advances was acquired by Parexel International, one of the world’s largest Tier-1 Clinical Research Organizations (CROs). Parexel has over 22,000 global employees and handles clinical trial executions for the world’s biggest pharma companies.
Health Advances operates as Parexel’s independent, elite commercial strategy arm.
So if Health Advances has Sales Level Envisioned (SLE) of $80 to $200 million in potential, we choose not argue with them, by doing our own math.
Subscribe for upcoming reports on Nutriband.
About Nutriband Inc.
Nutriband is primarily engaged in the development of a portfolio of transdermal pharmaceutical products. Our lead product under development is an abuse-deterrent fentanyl patch incorporating our AVERSA™ abuse-deterrent technology. AVERSA™ technology can be incorporated into any transdermal patch to prevent the abuse, misuse, diversion, and accidental exposure of drugs with abuse potential.
The Company’s website is www.nutriband.com.
Forward-Looking Statements
Certain statements contained in this press release, including, without limitation, statements containing the words ‘’believes,” “anticipates,” “expects” and words of similar import, constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements involve both known and unknown risks and uncertainties. The Company’s actual results may differ materially from those anticipated in its forward-looking statements as a result of a number of factors, including those including the Company’s ability to develop its proposed abuse-deterrent fentanyl transdermal system and other proposed products, its ability to obtain patent protection for its abuse technology, its ability to obtain the necessary financing to develop products and conduct the necessary clinical testing, its ability to obtain Federal Food and Drug Administration approval to market any product it may develop in the United States and to obtain any other regulatory approval necessary to market any product in other countries, including countries in Europe, its ability to market any product it may develop, its ability to create, sustain, manage or forecast its growth; its ability to attract and retain key personnel; changes in the Company’s business strategy or development plans; competition; business disruptions; adverse publicity and international, national and local general economic and market conditions and risks generally associated with an undercapitalized developing company, as well as the risks contained under “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in the Company’s Form S-1, Forms 10-K’s and Forms 10-Q’s, and the Company’s other filings with the Securities and Exchange Commission. Except as required by applicable law, we undertake no obligation to revise or update any forward-looking statements to reflect any event or circumstance that may arise after the date hereof.
All opinions soley that of Institutional Analyst (IA) and have not been reviewed or approved by management. Any forward-looking statement made by IA herein speaks only as of the date on which it is made. Factors or events that could cause our actual results to differ may emerge from time to time, and it is not possible for us to predict all of them. We undertake no obligation to publicly update any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by law. NTRB is a client of Institutional Analyst, publisher of the Biotech Stock Review, which receives a monthly retainer of five-thousand dollars for ongoing progress reporting and news coverage.
