2Mon·

Newron Pharmaceuticals

Sam M. · 2025-10-02T11:55:42.638410Z

At last it's picking up $NWRN let's see where it goes!

At last it's picking up $NWRN (+2.85%) let's see where it goes!

34Positions

€137,184.88

32.34%

13 Comments

Anderlé MPoint@Anderle

2Mon

Looks quite reasonable $NWRN:

+ EV / Sales (5.29)
+ Gross Margin TTM (98.26%)
+ Rule-of-40 Score TTM (432.88%)
+ Sales Growth TTM (467.18%)
+ PEG TTM (0.04)
+ Return on equity LJ (1086.63%)
+ EBIT margin LJ (50.93%)

- Debt ratio (34.68)
- Equity ratio LJ (2.28%) ✌🏻

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PiHu@PiHu

2Mon

@Anderle huhu, where did you get the data so quickly? :)

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Anderlé MPoint@Anderle

2Mon

@PiHu I'm registered at https://aktien.guide/ (premium account) I think the site is really great and very clear ✌🏻

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Sam M.@Sam_Mumm

2Mon

@Anderle There is always the risk that Evenamide will not be approved and then the price will plummet.

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Anderlé MPoint@Anderle

2Mon

@Sam_Mumm Correct, the risk exists for all pharmaceutical and biotechnology companies.

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FB2plus2is4@FB2plus2is4

@Sam_Mumm if everything goes well, is it possible to say when the approval will come? @

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Sam M.@Sam_Mumm

@FB2plus2is4 Q4 2026 is expected, but I would prefer a takeover before then. I recently lost a lot of money on Anavex, as the expected approval did not come.

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FB2plus2is4@FB2plus2is4

@Sam_Mumm how safe is that at $NWRN? At least in your eyes...

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Sam M.@Sam_Mumm

@FB2plus2is4 There is a big risk with all biotechs, but with Newron I am very sure that we are heading towards CHF 100 the closer we get to approval. The studies are very well prepared, there is even an extra phase II study in the USA. However, I expect a takeover before approval.

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FB2plus2is4@FB2plus2is4

@Sam_Mumm What exactly would such a takeover mean? I have only recently joined the company. Thanks for the explanation...

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Sam M.@Sam_Mumm

@FB2plus2is4 There are only 22 million shares, and if you offset the share price against this, the MK is still far too low. If we take the two license deals for Japan and South Korea as a basis, we arrive at a market capitalization of around 1.4 billion euros. Further forecasts are difficult, but if you observe the share price and order book, you can come to the conclusion that someone is collecting on a large scale and preparing a takeover. I don't dare to predict at what price. But there is a current valuation of CHF 73. We'll see 🙂

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PiHu@PiHu

2Mon

Congratulations, what do they do and how did you find them? 🎈

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Sam M.@Sam_Mumm

2Mon

@PiHu A small pharmaceutical company from northern Italy. Working on approval for Evenamide, a drug for schizophrenia. But with these small pharmaceutical companies there is always a VERY high risk that the approval will fail. I hope for a takeover beforehand. I work in this field.

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