Cumberland Pharmaceuticals (CPIX)
Market Price (2/3/2026): $3.9 | Market Cap: $58.3 MilSector: Health Care | Industry: Pharmaceuticals
Cumberland Pharmaceuticals (CPIX)
Market Price (2/3/2026): $3.9Market Cap: $58.3 MilSector: Health CareIndustry: Pharmaceuticals
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% | Weak multi-year price returns3Y Excs Rtn is -31% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -3.3 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -7.9% |
| Attractive yieldFCF Yield is 9.6% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.4%, Rev Chg QQuarterly Revenue Change % is -8.7% | |
| Megatrend and thematic driversMegatrends include Specialty Pharmaceutical Development. Themes include Niche Drug Development & Commercialization, Acute Care & Hospital Therapeutics, and Gastroenterology & Autoimmune Specialty Drugs. | Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -9.9% | |
| High stock price volatilityVol 12M is 139% | ||
| Key risksCPIX key risks include [1] its reliance on the successful development and commercialization of its pipeline drug, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% |
| Attractive yieldFCF Yield is 9.6% |
| Megatrend and thematic driversMegatrends include Specialty Pharmaceutical Development. Themes include Niche Drug Development & Commercialization, Acute Care & Hospital Therapeutics, and Gastroenterology & Autoimmune Specialty Drugs. |
| Weak multi-year price returns3Y Excs Rtn is -31% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -3.3 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -7.9% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.4%, Rev Chg QQuarterly Revenue Change % is -8.7% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -9.9% |
| High stock price volatilityVol 12M is 139% |
| Key risksCPIX key risks include [1] its reliance on the successful development and commercialization of its pipeline drug, Show more. |
Qualitative Assessment
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1. Positive Third Quarter 2025 Revenue Growth and Strategic Partnerships.Cumberland Pharmaceuticals reported a 12% year-to-date revenue increase for the first nine months of 2025, reaching US$30.8 million, up from US$27.4 million during the same period in 2024. This growth was supported by the formation of a joint commercialization venture with RedHill Biopharma Ltd. for Talicia, an FDA-approved treatment for Helicobacter pylori infection, and the addition of this established FDA-approved product to its commercial portfolio in October 2025.
2. Advancement in Ifetroban Clinical Program for Duchenne Muscular Dystrophy.The company reported positive top-line results from a Phase II study evaluating its ifetroban product candidate in patients with Duchenne muscular dystrophy (DMD). The study demonstrated a 5.4% improvement in cardiac function among high-dose DMD patients, with additional biomarker data indicating reduced cardiac damage. These findings were submitted to the FDA, and an end-of-Phase II meeting was scheduled for Fall 2025 to discuss the development pathway forward, positioning ifetroban as a potential treatment for DMD cardiomyopathy.
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Stock Movement Drivers
Fundamental Drivers
The 29.1% change in CPIX stock from 10/31/2025 to 2/2/2026 was primarily driven by a 31.6% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 2022026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.99 | 3.86 | 29.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 42 | 41 | -1.9% |
| P/S Multiple | 1.1 | 1.4 | 31.6% |
| Shares Outstanding (Mil) | 15 | 15 | 0.0% |
| Cumulative Contribution | 29.1% |
Market Drivers
10/31/2025 to 2/2/2026| Return | Correlation | |
|---|---|---|
| CPIX | 29.1% | |
| Market (SPY) | 2.0% | 4.2% |
| Sector (XLV) | 7.9% | 22.5% |
Fundamental Drivers
The 11.9% change in CPIX stock from 7/31/2025 to 2/2/2026 was primarily driven by a 11.5% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 2022026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.45 | 3.86 | 11.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 41 | 41 | 0.5% |
| P/S Multiple | 1.3 | 1.4 | 11.5% |
| Shares Outstanding (Mil) | 15 | 15 | -0.1% |
| Cumulative Contribution | 11.9% |
Market Drivers
7/31/2025 to 2/2/2026| Return | Correlation | |
|---|---|---|
| CPIX | 11.9% | |
| Market (SPY) | 10.3% | 5.6% |
| Sector (XLV) | 19.9% | 23.1% |
Fundamental Drivers
The 70.8% change in CPIX stock from 1/31/2025 to 2/2/2026 was primarily driven by a 62.0% change in the company's P/S Multiple.| (LTM values as of) | 1312025 | 2022026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.26 | 3.86 | 70.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 37 | 41 | 12.2% |
| P/S Multiple | 0.9 | 1.4 | 62.0% |
| Shares Outstanding (Mil) | 14 | 15 | -6.1% |
| Cumulative Contribution | 70.8% |
Market Drivers
1/31/2025 to 2/2/2026| Return | Correlation | |
|---|---|---|
| CPIX | 70.8% | |
| Market (SPY) | 16.6% | 12.8% |
| Sector (XLV) | 7.4% | 13.6% |
Fundamental Drivers
The 42.4% change in CPIX stock from 1/31/2023 to 2/2/2026 was primarily driven by a 46.9% change in the company's P/S Multiple.| (LTM values as of) | 1312023 | 2022026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.71 | 3.86 | 42.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 41 | 41 | 0.2% |
| P/S Multiple | 1.0 | 1.4 | 46.9% |
| Shares Outstanding (Mil) | 14 | 15 | -3.2% |
| Cumulative Contribution | 42.4% |
Market Drivers
1/31/2023 to 2/2/2026| Return | Correlation | |
|---|---|---|
| CPIX | 42.4% | |
| Market (SPY) | 77.5% | 8.2% |
| Sector (XLV) | 22.2% | 7.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CPIX Return | 58% | -52% | -20% | 32% | 68% | -6% | 27% |
| Peers Return | -0% | -1% | -32% | -34% | -8% | 14% | -53% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| CPIX Win Rate | 50% | 33% | 50% | 42% | 50% | 0% | |
| Peers Win Rate | 42% | 38% | 44% | 40% | 42% | 38% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| CPIX Max Drawdown | -25% | -59% | -36% | -41% | -20% | -7% | |
| Peers Max Drawdown | -35% | -35% | -55% | -51% | -40% | -8% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: HRTX, IRWD, PCRX, ASRT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/2/2026 (YTD)
How Low Can It Go
| Event | CPIX | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -79.4% | -25.4% |
| % Gain to Breakeven | 385.3% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -45.6% | -33.9% |
| % Gain to Breakeven | 83.8% | 51.3% |
| Time to Breakeven | 385 days | 148 days |
| 2018 Correction | ||
| % Loss | -41.1% | -19.8% |
| % Gain to Breakeven | 69.9% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
Compare to HRTX, IRWD, PCRX, ASRT
In The Past
Cumberland Pharmaceuticals's stock fell -79.4% during the 2022 Inflation Shock from a high on 12/6/2021. A -79.4% loss requires a 385.3% gain to breakeven.
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About Cumberland Pharmaceuticals (CPIX)
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Here are 1-2 brief analogies for Cumberland Pharmaceuticals (CPIX):
- Like a smaller, more specialized Eli Lilly, focusing on hospital and acute care products.
- A boutique version of AbbVie, concentrated on critical care and hospital-based medicines.
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- Acetadote® (acetylcysteine injection): An intravenous medication used as an antidote to prevent or lessen liver damage from an acetaminophen overdose.
- Kristalose® (lactulose for oral solution): A prescription laxative indicated for the treatment of chronic constipation.
- Vibativ® (telavancin): An injectable anti-infective approved for the treatment of hospital-acquired and ventilator-associated bacterial pneumonia and complicated skin and skin structure infections.
- Sancuso® (granisetron transdermal system): A transdermal patch designed to prevent nausea and vomiting in patients undergoing chemotherapy.
- Portazza® (ifosfamide): A chemotherapy drug used to treat certain types of cancer, particularly refractory germ cell testicular cancer.
- DepoDur® (morphine sulfate extended-release liposome injection): An extended-release opioid analgesic indicated for the management of moderate to severe pain.
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Cumberland Pharmaceuticals (symbol: CPIX) primarily sells its products to other companies within the pharmaceutical supply chain rather than directly to individuals.
Its major customers are wholesale drug distributors. According to Cumberland Pharmaceuticals' financial filings, sales to its three largest wholesale distributors accounted for approximately 93% of the company's net revenues for the year ended December 31, 2023. These major customer companies are:
- Cardinal Health, Inc. (symbol: CAH)
- McKesson Corporation (symbol: MCK)
- AmerisourceBergen Corporation (symbol: ABC)
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- Recro Gainesville LLC
- Thermo Fisher Scientific Inc. (symbol: TMO)
- Cenveo Corporation
- Catalent, Inc. (symbol: CTLT)
- Pharmaceutics International, Inc.
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A.J. Kazimi, Chairman and Chief Executive Officer
Mr. Kazimi founded Cumberland Pharmaceuticals Inc. in 1999 and has served as its Chairman of the Board of Directors and Chief Executive Officer since its inception. With over 30 years in the biopharmaceutical industry, he oversaw Cumberland's initial public offering and listing on the NASDAQ stock exchange. Prior to Cumberland, he spent eleven years helping to build Therapeutic Antibodies Inc. as President and Chief Operating Officer, where he contributed to its growth from a start-up through its initial public offering and listing on the London stock exchange. Mr. Kazimi was also a founding board member of Aegis Sciences Corporation, a federally certified forensic toxicology laboratory, which was successfully sold twice to large private equity investment groups.
John M. Hamm, Vice President and Chief Financial Officer
Mr. Hamm has served as Cumberland Pharmaceuticals' Chief Financial Officer and Vice President since 2023, having joined the company in 2019. He possesses over 25 years of finance, accounting, and operations experience, primarily in healthcare. Before joining Cumberland, he was Chief Operating Officer and Chief Financial Officer for the pharmacy business at HealthSpring Inc., a managed care organization that was acquired by Cigna Inc. in 2012 for approximately $3.8 billion. Mr. Hamm also served as Vice President of Finance at Emdeon Business Services (now Change Healthcare Inc.), which was acquired in 2011 by a fund managed by Blackstone, with Hellman & Friedman maintaining a significant minority equity interest.
James L. Herman, Vice President, Trade & Distribution and Chief Compliance Officer
Mr. Herman handles all trade and distribution, including wholesalers, retail chain buying offices, managed care home offices, and federal government accounts, and oversees corporate compliance efforts at Cumberland Pharmaceuticals. He has been with the company since 2003 and has over 30 years of pharmaceutical industry experience. His previous roles include Director of Managed Care and Director of Trade Affairs and Customer Service at Solvay Pharmaceuticals, and national sales leadership positions in National Accounts and Managed Care at Schwarz Pharma.
Todd M. Anthony, Vice President, Organizational Development
Mr. Anthony manages human resources, information technology and cybersecurity, organizational development, and office administration activities at Cumberland Pharmaceuticals, where he has been since 2010. He has contributed significantly to training and development initiatives and human resources. Prior to Cumberland, Mr. Anthony worked at Bayer HealthCare as a Field Development Manager for training and development for ten years. He also held various sales positions at Berlex Laboratories, including District Manager, Sales Training Manager, and Sales Consultant.
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The key risks to Cumberland Pharmaceuticals (CPIX) are primarily centered around the challenging landscape of the pharmaceutical industry, including regulatory hurdles, the inherent uncertainties of product development, and intense market competition.
- Regulatory and Drug Development Risk: Cumberland Pharmaceuticals faces significant risks associated with the complex and lengthy drug development and approval process. The company must navigate increased regulatory scrutiny on pharmaceutical pricing and drug development, with new FDA guidelines directly impacting companies like Cumberland Pharmaceuticals. The average drug approval process can require approximately $2.6 billion in development costs and 10-12 years of clinical trials. Furthermore, maintaining compliance with FDA regulations and pharmaceutical safety standards is crucial, and the inability of manufacturers to produce products on a timely basis or comply with regulations can materially affect the company's operations.
- Product Pipeline and Commercialization Risk: The success of Cumberland Pharmaceuticals heavily relies on the successful development and commercialization of its pipeline products. The company invests in research and development programs, such as those for Ifetroban, including a new treatment for Idiopathic Pulmonary Fibrosis. There is no assurance that results anticipated from these forward-looking statements and R&D efforts will be realized, as all phases of operations are subject to factors outside of the company's control. This includes the risk that product candidates may not achieve regulatory approval, or if approved, may not be commercially successful.
- Market Competition: Cumberland Pharmaceuticals operates in highly competitive target markets, including hospital acute care and gastroenterology. The company faces competition from a range of other pharmaceutical companies, some of which are significantly larger and have greater resources. Market conditions and the competitive landscape can materially affect Cumberland's results of operations.
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Cumberland Pharmaceuticals Inc. (CPIX) markets a portfolio of prescription products primarily focused on hospital acute care, gastroenterology, and oncology support. The addressable markets for their main products are as follows:Marketed Products:
- Acetadote® (acetylcysteine) injection (for acetaminophen poisoning): While specific market size data for injectable acetylcysteine for acetaminophen poisoning was not readily available, Acetadote is an IV treatment for acetaminophen overdose, which is described as the leading cause of drug toxicity in the U.S..
- Caldolor® (ibuprofen) Injection (for pain and fever): The global intravenous (IV) ibuprofen market size was valued at approximately USD 11.8 billion in 2024 and is projected to reach USD 62.75 billion by 2033, growing at a CAGR of 20.4% from 2025 to 2033. North America is the dominant region in this market, holding an anticipated 35.3% market share in 2025. Specifically, the North America intravenous ibuprofen market is expected to grow from USD 4.11 billion in 2024 to USD 20.61 billion by 2033 at a CAGR of 19.62%.
- Kristalose® (lactulose) for Oral Solution (prescription laxative for constipation and hepatic encephalopathy): The global crystalline lactulose market size was estimated at USD 1.43 billion in 2023 and is expected to grow to USD 2.35 billion by 2032, with a CAGR of around 5.65% from 2025 to 2032.
- Vaprisol® (conivaptan) Injection (for hyponatremia): The global vasopressin antagonists market, which includes Vaprisol, was valued at USD 1.7 billion in 2022 and is projected to reach over USD 2.7 billion by 2031, growing at a CAGR of 4.9% from 2023 to 2031. North America dominated this global market in 2022.
- Vibativ® (telavancin) Injection (for serious bacterial infections): Vibativ addresses a niche market for treating resistant Gram-positive infections. The global antibacterial drugs market was estimated to have reached USD 43 billion in 2018. The Telavancin (Vibativ) segment accounted for a noticeable share of the global Antibacterial Drug Resistance Market in 2023 and is projected to experience significant growth.
- Sancuso® (granisetron transdermal system) (for chemotherapy-induced nausea and vomiting): Specific market size for granisetron transdermal systems was not identified. However, Sancuso is described as a unique patented, FDA-approved oncology support product.
- Talicia® (for Helicobacter pylori infection): Talicia is a recently added product through a co-commercialization agreement, and its net revenues were USD 8 million in 2024. Talicia is recommended as a first-line therapy for H. pylori infections in the American College of Gastroenterology clinical guidelines.
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Expected Drivers of Future Revenue Growth for Cumberland Pharmaceuticals (CPIX)
- Commercialization of Talicia: Cumberland Pharmaceuticals recently entered into a strategic partnership with RedHill Biopharma to jointly commercialize Talicia, an FDA-approved treatment for *Helicobacter pylori* infections. Cumberland will manage U.S. distribution and sales, with both companies equally sharing net revenues. Talicia benefits from patent protection through 2042 and eight years of U.S. market exclusivity under its Qualified Infectious Disease Product (QIDP) designation, positioning it as a significant new revenue stream.
- International Market Expansion: The company is actively expanding the geographic reach of its product portfolio. This includes the launch of Vibativ in Saudi Arabia and regulatory approval for its ibuprofen injection product in Mexico. Vibativ also received approval in China earlier in 2025, further diversifying Cumberland's revenue streams beyond its U.S. operations.
- Growth of Existing Portfolio and Recently Launched Products: Cumberland anticipates continued momentum from its approved brands and increased contributions from international markets. Products such as Sancuso and Vibativ were key contributors to year-to-date net revenue in the third quarter of 2025. The company has also expanded Vibativ's reach in the U.S. through new supply arrangements with group purchasing organizations like Vizient Inc. and Premier Inc., aiming to increase hospital and outpatient access nationwide.
- Advancement of Clinical Pipeline (Ifetroban): Progress in Cumberland's Ifetroban clinical programs is expected to be a future revenue driver. The company is advancing Phase II studies for Ifetroban in various conditions, including Duchenne muscular dystrophy (DMD), Systemic Sclerosis, and Idiopathic Pulmonary Fibrosis. Positive results from the Phase II FIGHT DMD trial, showing a 5.4% improvement in cardiac function in DMD patients, indicate potential for future commercialization and expansion into rare disease markets.
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Share Repurchases
- Cumberland Pharmaceuticals has a $10 million share repurchase program which was established in January 2019.
- As of September 30, 2025, approximately $2.2 million remained available under the current repurchase program.
- The company repurchased shares for $0.3 million during the first nine months of 2025 and approximately $0.5 million during the first nine months of 2024.
Share Issuance
- The company issued 1,000,000 shares through an at-the-market (ATM) offering, generating approximately $5.5 million in proceeds.
- In February 2025, Cumberland Pharmaceuticals expanded its common stock offering, increasing the maximum aggregate to $10 million.
- Restricted stock grants were made to employees, advisors, and directors, totaling 50,500 shares in the first nine months of 2024 and 34,250 shares in the first nine months of 2023.
Outbound Investments
- In October 2025, Cumberland Pharmaceuticals invested $4 million to acquire a 30% ownership stake and joint control in RedHill Biopharma's Talicia business.
- This investment involves a commitment of $2 million in 2025 and another $2 million in 2026 into a new joint company, Talicia Holdings, Inc.
- The partnership includes a co-commercialization agreement for Talicia in the U.S., with equal sharing of the product's net revenues.
Capital Expenditures
- Capital expenditures growth for fiscal years ending December 2020 to 2024 averaged -5.7%, with a median growth of 26.5%.
- The latest twelve months capital expenditures growth was 39.1%.
- Specific dollar values for capital expenditures and their primary focus were not explicitly detailed in the available search results within the requested timeframe.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 4.94 |
| Mkt Cap | 0.2 |
| Rev LTM | 155 |
| Op Inc LTM | 2 |
| FCF LTM | 13 |
| FCF 3Y Avg | 35 |
| CFO LTM | 13 |
| CFO 3Y Avg | 35 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 9.2% |
| Rev Chg 3Y Avg | 1.7% |
| Rev Chg Q | 16.5% |
| QoQ Delta Rev Chg LTM | 3.6% |
| Op Mgn LTM | 1.0% |
| Op Mgn 3Y Avg | 0.4% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 16.6% |
| CFO/Rev 3Y Avg | 22.6% |
| FCF/Rev LTM | 13.4% |
| FCF/Rev 3Y Avg | 21.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.2 |
| P/S | 1.4 |
| P/EBIT | 6.3 |
| P/E | -2.7 |
| P/CFO | 6.6 |
| Total Yield | -5.8% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 13.8% |
| D/E | 0.5 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 9.5% |
| 3M Rtn | 16.9% |
| 6M Rtn | -3.7% |
| 12M Rtn | 1.7% |
| 3Y Rtn | -51.4% |
| 1M Excs Rtn | 4.2% |
| 3M Excs Rtn | 18.0% |
| 6M Excs Rtn | -2.2% |
| 12M Excs Rtn | -16.1% |
| 3Y Excs Rtn | -118.7% |
FDA Approved Drugs Data
Expand for More| Post-Approval Fwd Returns | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| FDA App # | Brand Name | Generic Name | Dosage Form | FDA Approval | 3M Rtn | 6M Rtn | 1Y Rtn | 2Y Rtn | Total Rtn |
| NDA050824 | OMECLAMOX-PAK | amoxicillin | capsule, tablet, capsule, delayed release | 2082011 | -17.6% | -6.1% | 8.2% | -29.5% | -38.1% |
| NDA022110 | VIBATIV | telavancin hydrochloride | powder | 9112009 | -13.5% | -27.7% | -68.8% | -63.7% | -75.7% |
| NDA022348 | CALDOLOR | ibuprofen | solution | 6112009 | |||||
| NDA022198 | SANCUSO | granisetron | film, extended release | 9122008 | |||||
| NDA022016 | VAPRISOL | conivaptan hydrochloride | injectable | 2282007 | |||||
Price Behavior
| Market Price | $3.86 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 08/11/2009 | |
| Distance from 52W High | -43.0% | |
| 50 Days | 200 Days | |
| DMA Price | $3.54 | $3.70 |
| DMA Trend | down | up |
| Distance from DMA | 9.0% | 4.3% |
| 3M | 1YR | |
| Volatility | 100.7% | 139.6% |
| Downside Capture | -102.58 | 129.13 |
| Upside Capture | 101.17 | 164.21 |
| Correlation (SPY) | 3.9% | 12.8% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -1.40 | -1.03 | 0.34 | 0.50 | 0.92 | 0.59 |
| Up Beta | 0.45 | 3.07 | 1.31 | 0.87 | 0.50 | 0.56 |
| Down Beta | -1.65 | -1.39 | 1.37 | 0.79 | 0.51 | 0.46 |
| Up Capture | -198% | 172% | 37% | 30% | 264% | 40% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 8 | 20 | 29 | 61 | 120 | 325 |
| Down Capture | -144% | -622% | -119% | 27% | 122% | 89% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 11 | 20 | 31 | 60 | 125 | 367 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CPIX | |
|---|---|---|---|---|
| CPIX | 92.9% | 139.0% | 1.06 | - |
| Sector ETF (XLV) | 7.1% | 17.2% | 0.24 | 13.2% |
| Equity (SPY) | 16.0% | 19.2% | 0.64 | 12.5% |
| Gold (GLD) | 66.9% | 23.7% | 2.11 | 5.5% |
| Commodities (DBC) | 7.0% | 16.3% | 0.23 | 3.0% |
| Real Estate (VNQ) | 2.9% | 16.5% | -0.00 | 12.3% |
| Bitcoin (BTCUSD) | -19.7% | 39.9% | -0.46 | 7.8% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CPIX | |
|---|---|---|---|---|
| CPIX | 5.4% | 112.7% | 0.46 | - |
| Sector ETF (XLV) | 7.3% | 14.5% | 0.33 | 4.0% |
| Equity (SPY) | 14.1% | 17.1% | 0.66 | 5.4% |
| Gold (GLD) | 19.9% | 16.6% | 0.97 | 2.3% |
| Commodities (DBC) | 11.4% | 18.9% | 0.49 | -0.0% |
| Real Estate (VNQ) | 4.5% | 18.8% | 0.15 | 3.9% |
| Bitcoin (BTCUSD) | 20.9% | 57.6% | 0.56 | 1.7% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CPIX | |
|---|---|---|---|---|
| CPIX | -1.6% | 85.0% | 0.29 | - |
| Sector ETF (XLV) | 10.6% | 16.6% | 0.53 | 5.0% |
| Equity (SPY) | 15.9% | 17.9% | 0.76 | 5.8% |
| Gold (GLD) | 15.0% | 15.3% | 0.81 | 0.8% |
| Commodities (DBC) | 8.3% | 17.6% | 0.39 | 0.2% |
| Real Estate (VNQ) | 5.8% | 20.8% | 0.25 | 3.1% |
| Bitcoin (BTCUSD) | 71.1% | 66.4% | 1.10 | 1.4% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/4/2025 | -12.4% | -24.8% | -10.2% |
| 8/5/2025 | -15.3% | -23.2% | -3.4% |
| 3/4/2025 | 11.9% | -14.5% | -29.3% |
| 11/7/2024 | -0.8% | 0.0% | 3.3% |
| 8/6/2024 | -1.3% | -8.0% | -12.7% |
| 3/5/2024 | -3.0% | -9.0% | -11.0% |
| 11/7/2023 | -11.7% | -18.0% | -19.5% |
| 8/8/2023 | 15.4% | 11.2% | 16.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 4 | 3 | 5 |
| # Negative | 12 | 13 | 11 |
| Median Positive | 7.4% | 0.6% | 3.3% |
| Median Negative | -3.3% | -9.0% | -10.2% |
| Max Positive | 15.4% | 11.2% | 50.6% |
| Max Negative | -15.3% | -24.8% | -29.3% |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Young, Caroline | Direct | Buy | 9122025 | 3.44 | 6 | 21 | 112,925 | Form | |
| 2 | Young, Caroline | Direct | Buy | 9122025 | 4.01 | 6 | 24 | 131,660 | Form | |
| 3 | Young, Caroline | Direct | Buy | 9122025 | 3.92 | 6 | 24 | 128,729 | Form | |
| 4 | Young, Caroline | Direct | Buy | 9122025 | 3.34 | 6 | 20 | 109,702 | Form | |
| 5 | Young, Caroline | Direct | Buy | 9122025 | 3.14 | 6 | 19 | 103,152 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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