GEO Investing

Well respected financial Substack newsletter writer, Dakota Quint (Left Field Investing) (@LeftField_FHRS), joined me and my analyst, Jan Švenda, to discuss Model Portfolio Holding $CPHRF (CPH.TO), a specialty pharmaceutical company in Canada that offers an array of skin care products, notably in the areas of acne and keratosis.
Our bullish coverage was initially highlighted in 2 articles, here and here on 9/27/2022 and 10/10/2022, respectively.. Even though shares are up 152% from the first of those analyses, much more gas could be left in the tank.

The company reported earnings last week, helping the stock rise 13% for the week. Since Dakota knows about Cipher intimately, we thought it would be a good idea to chat with him about the company to get his opinion on how the company stands to benefit as the licensee of Moberg Pharma’s AB, (MOB.ST) topical nail fungus treatment, MOB-015, in Canada. While the drug is still not approved to be sold in Canada or the U.S., it has been approved to be sold in 10 European countries.