Minggu, 01 Juni 2025

All Eyes on (NTRB) Tomorrow Morning—Here’s Why

*Sponsored by Nutriband Inc.

Krypton Street Will Have All Eyes On Nutriband Inc. (NASDAQ: NTRB) Tomorrow Morning—Monday, June 2, 2025…

Noble Capital Markets Reaffirmed A $13 Target On (NTRB) In May 2025, Which Suggests 100% Upside Potential.

With Fewer Than 4.5M Shares Listed, (NTRB) May React Sharply To Shifts In Demand.

The AVERSA Platform From (NTRB) Is Designed To Deliver Treatment While Deterring Misuse.

(NTRB)'s Core Technology Is Now Patented In 46 Countries Including The U.S., Macao, And Hong Kong.

An Amended Agreement With Kindeva Allows (NTRB) To Share Development Costs And Align On Post-Launch Royalties.

(NTRB)'s Pocono Pharma Division Reported $2.1M In FY2025 Revenue And A 45% Gross Margin In Q4.

A New Application For AVERSA Fen-ta-nyl From (NTRB) Is Expected By Late 2025 Or Early 2026.

Take A Look At (NTRB) Before Tomorrow Morning…

June 1, 2025

Monday's Radar | We will have all eyes on (NTRB) tomorrow

Dear Reader,

We're coming off a major move—our latest profile closed at $3.32 on Wednesday night and reached $8.22 on Thursday, marking an approximate 147% overnight pop.

Now, we're shifting our attention back to a company that's already shown it can command attention—fast.

The last time it was on our radar, it went from a $5.68 close to an $8.11 high within just 24 hours—an approximate 42% move.

And this past Friday, it closed around $6.50… with an active $13 target from Noble Capital Markets—a figure that suggests nearly 100% upside potential from that level.

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But there's more driving interest this time around.

Every year, regulators face a difficult challenge: how to ensure powerful treatments reach patients in need—without creating new risks for misuse.

Now, a U.S.-based pharmaceutical developer may be closing in on a solution that addresses both sides of that equation.

At the heart of it all? A next-generation transdermal patch designed to deliver medication through the skin while actively deterring abuse.

Built on a proprietary platform with deterrence integrated into its design, the product is now moving closer to FDA submission.

The company behind it? Nutriband Inc. (NASDAQ: NTRB).

And what they're building could become the first product of its kind to reach the commercial market.

The Product That's Changing the Conversation

Nutriband's proprietary AVERSA™ technology isn't just a patch. It's a system.

By embedding aversive agents into the delivery matrix itself, the AVERSA platform aims to make tampering, injecting, or misusing the dr-ug virtually impossible—while still preserving its therapeutic benefit for compliant patients.

It's now in final preparations for pivotal testing and regulatory filing in the U.S.

The flagship product, AVERSA Fen-ta-nyl, is being developed through a strategic partnership with Kindeva Delivery, a global CDMO with a track record of FDA-approved patch technologies.

If successful, AVERSA Fen-ta-nyl would become the world's first abuse-deterrent opioid patch using transdermal delivery.

New Institutional Insight—And a Revised Financial Outlook

In a newly issued report dated May 1, 2025, Noble Capital Markets reiterated its Outperform rating on (NTRB) and reaffirmed a $13 target—suggesting 100% upside potential from Friday's $6.50 close.

The report outlines several important shifts, including updated gross margin projections for AVERSA Fen-ta-nyl.

Where earlier estimates ranged from 40–50%, (NTRB) now believes margins could reach 80–95%, aligning more closely with newly approved branded therapies.

With a public float of less than 4.5M shares, sensitivity to clinical and regulatory news could remain elevated.

(NTRB) Takes Key Step Toward FDA Submission

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In April 2025, CEO Gareth Sheridan outlined a transition from feasibility testing to full-scale commercial preparation, supported by an updated agreement with Kindeva.

The amended partnership includes cost-sharing up to FDA approval and post-launch royalty agreements, reducing financial pressure while signaling long-term alignment from both parties.

This shift follows an $8.4M raise, largely backed by existing stakeholders—allowing the company to move forward without unnecessary dilution.

Multiple Engines of Growth

While the AVERSA platform drives regulatory interest, Nutriband's Pocono Pharma division has shown steady momentum of its own.

In FY2025, it recorded $2.1M in revenue, and gross margins hit a year-high of 45% in Q4, thanks to continued manufacturing growth under its collaboration with KT Tape, a leader in kinesiology products.

With patents now granted in 46 countries, including recent wins in Macao and Hong Kong, AVERSA is positioned as a globally scalable solution with potential applications beyond pain management alone.

Everything appears to be aligning at just the right time—technological advancement, regulatory timing, and financial execution.

From patent expansion to manufacturing strength, (NTRB) is showing the kind of multi-dimensional progress that deserves attention.

And with key milestones still ahead, there's reason to keep (NTRB) on the radar.

7 Reasons Why We Will Have All Eyes On (NTRB) Tomorrow

Morning—Monday, June 2, 2025…

1. Institutional Coverage: A May 2025 research update reaffirmed Noble Capital Markets' $13 target on (NTRB), citing a strengthened margin outlook and late-stage progress.

2. Low Float Structure: With less than 4.5M shares publicly listed, (NTRB) could see the potential for significant swings if demand begins to shift.

3. Dual-Purpose Design: The AVERSA platform from (NTRB) is engineered to deliver therapeutic benefits while resisting tampering or misuse—an uncommon combination.

4. Global Patent Footprint: With approvals now in 46 countries, including the U.S., Macao, and Hong Kong, (NTRB)'s core technology is protected on an international scale.

5. Strategic Cost Sharing: A revised development agreement with Kindeva allows (NTRB) to share costs up to approval, while aligning both parties through post-launch royalties.

6. Manufacturing Growth: Through its Pocono Pharma division, (NTRB) reported $2.1M in revenue for FY2025 and a 45% gross margin in Q4, supported by its KT Tape partnership.

7. Regulatory Milestone Ahead: A New Application for AVERSA Fen-ta-nyl is expected by late 2025 or early 2026, marking a pivotal step forward for (NTRB)'s lead platform.

Put it all together, and the setup becomes hard to ignore.

There's real traction here—backed by patent expansion, institutional coverage, and a tightly held float.

As the week begins, (NTRB) could be one of the most closely watched names on Monday morning.

What Happens Next? Take A Look At (NTRB) Before Tomorrow Morning…

With a globally protected platform, late-stage development momentum, and a float structure that could react quickly to market attention, Nutriband Inc. (NASDAQ: NTRB) stands out as a company approaching a pivotal moment.

Its AVERSA technology offers a rare combination of therapeutic delivery and built-in deterrence, backed by institutional research, international patent protections, and a strategic partnership with an established FDA-approved manufacturer.

And with an NDA filing on the horizon and key fundamentals in place, it's a name worth tracking as the second half of 2025 approaches.

We will have all eyes on (NTRB) tomorrow morning.

Take a look at (NTRB) before you call it a night.

Also, keep a look out for my morning update.

Have a good night.

Sincerely,

Alex Ramsay
Co-Founder / Managing Editor
Krypton Street Newsletter

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Pursuant to an agreement between Media 1717 LLC and TD Media LLC, Media 1717 LLC has been hired for a period beginning on 06/01/2025 and ending on 06/02/2025 to publicly disseminate information about (NTRB:US) via digital communications. Under this agreement, Media 1717 LLC has been paid seven thousand five hundred USD ("Funds"). To date, including under the previously described agreement, Media 1717 LLC has been paid thirty seven thousand five hundred USD ("Funds"). These Funds were part of the funds that TD Media LLC received from Nutriband Inc., the issuer of (NTRB:US).

Neither Media 1717 LLC, TD Media LLC and their member own shares of (NTRB:US).

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