Minggu, 01 Juni 2025

Back On Our Radar: (NTRB) Tops Tomorrow’s Watchlist—Here’s Why

*Sponsored by Nutriband Inc.

Jeff Ackerman Initiates Coverage On Nutriband Inc. (NASDAQ: NTRB) Starting Tomorrow Morning—June 2, 2025…

Here's Why (NTRB) Is Taking The Top Spot On Monday's Watchlist:

Fewer Than 4.5M Shares In The Float Could Make (NTRB) Highly Responsive To Shifts In Demand.

Opened At $6.50 On Friday, (NTRB) Now Carries A $13 Target From Noble Capital Markets, Which Suggests 100% Upside Potential.

The AVERSA Platform From (NTRB) Is Now Patented In 46 Countries Including The U.S.

(NTRB) Expects To File A New Application For AVERSA Fen-ta-nyl In Late 2025 Or Early 2026.

(NTRB)'s Partnership With Kindeva Adds Scale And Regulatory Strength To Its Lead Product.

Updated Margin Estimates From (NTRB) Now Range Between 80–95% For
AVERSA Fen-ta-nyl.

A Recent $8.4M Private Raise Has Helped (NTRB) Extend Its Runway While Minimizing Dilution.

Pull Up (NTRB) Before Tomorrow Morning…

June 1, 2025

Sunday Rundown | (NTRB) is topping tomorrow's watchlist

Dear Reader,

After watching our latest profile rocket from $0.73 on Thursday to $2.50 by Friday morning—an approximate 242% overnight move—we're turning our attention back to a name that's already proven it doesn't need much time to make a move.

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

And this past Friday? It opened at $6.50… with an active analyst target of $13—a number that suggests 100% upside potential from that level.

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But here's what makes things even more interesting:

There are fewer than 4.5M shares listed in the float, and with a float that low, even a slight uptick in demand could lead to sharp, attention-grabbing swings.

The company may be on the verge of delivering what could become the first abuse-deterrent transdermal patch of its kind—a product with massive real-world significance and regulatory urgency behind it.

The name? Nutriband Inc. (NASDAQ: NTRB).

And if you've been waiting for a potential mover with real traction—this one may not stay quiet much longer.

Keep reading to see why (NTRB) is topping our watchlist tomorrow morning.

What's Fueling the Buzz

At the heart of (NTRB)'s momentum is a proprietary platform called AVERSA™, designed to address a growing problem that regulators, physicians, and patients can no longer ignore: the risk of abuse, diversion, and misuse of transdermal opioids.

AVERSA is different.

It integrates aversive agents directly into the patch itself—making tampering or misuse far more difficult, while still delivering medication effectively to patients who need it.

And now, it's nearing the final stretch before potential FDA submission.

The company's lead product candidate, AVERSA Fen-ta-nyl, is being co-developed with Kindeva Delivery, a global leader in dr-ug-device combination products.

Kindeva's existing fen-ta-nyl patch is already FDA-approved, but Nutriband's integration of AVERSA into that system could result in the first-ever abuse-deterrent transdermal opioid patch on the market.

The Institutional Angle

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In a new research report dated May 1, 2025, Noble Capital Markets reaffirmed its Outperform rating on (NTRB) and set a $13 target, which suggests 100% upside potential from Friday's open.

The update wasn't just about sentiment—it came with meaningful substance.

The firm highlighted that (NTRB)'s gross margin estimates for AVERSA Fen-ta-nyl were recently revised upward, with the company now projecting 80–95% margins, in line with newly approved branded pharmaceutical products.

That's a major jump from earlier projections in the 40–50% range and suggests commercial viability at scale.

A Behind-the-Scenes Shift

In an April 2025 shareholder letter, CEO Gareth Sheridan offered a rare glimpse inside the company's evolution.

He detailed how the strategic collaboration with Kindeva was formally amended this year to include cost-sharing during development, while also granting Kindeva future royalty rights.

The structure extends Nutriband's financial runway and underscores Kindeva's long-term confidence in the platform.

That same letter also noted an $8.4M private raise, completed in 2024, largely supported by existing shareholders—allowing the company to move forward while minimizing dilution.

The CEO emphasized that limiting dilution remains a top priority, even as the company edges closer to a regulatory milestone.

Tracking Commercial Movement

While the spotlight is on AVERSA Fen-ta-nyl, Nutriband's Pocono Pharmaceutical Division has been pulling weight in the background.

This manufacturing arm has an ongoing partnership with KT Tape, the global leader in kinesiology tape.

FY2025 revenue came in at $2.1M, and Q4 margins jumped to 45%, the highest all year.

Noble's FY2026 projections suggest modest growth for Pocono, further reinforcing the company's foundation while AVERSA moves forward.

Meanwhile, AVERSA itself is now protected by patents in 46 countries, including recent approvals in Macao, Hong Kong, and the United States—positioning the platform for worldwide expansion beyond the U.S. market.

The Setup Heading Into 2H 2025

Looking ahead, (NTRB) expects to file its New Application (NDA) for AVERSA Fen-ta-nyl in late 2025 or early 2026, with a pivotal Human Abuse Liability (HAL) trial planned to support that submission.

And with a float under 4.5M shares, recent price action could remain sensitive to any news tied to trial progression, regulatory filings, or licensing expansion.

The Noble valuation model is built around a projected FY2027 EPS of $1.45, using a conservative 15x multiple and 30% discount rate to arrive at their $13 target.

Momentum is clearly building—and with multiple potential catalysts still on the horizon, (NTRB) may be positioning itself for even more visibility.

The combination of a limited float, institutional research coverage, and global patent protection makes this setup hard to ignore.

Before the new week begins, here's a quick breakdown of what's keeping (NTRB) at the top of our radar.

7 Reasons Why (NTRB) Is Topping Our Watchlist Tomorrow

Morning—Monday, June 2, 2025…

1. Extremely Limited Float: With fewer than 4.5M shares listed in the float, (NTRB) could be highly sensitive to even small shifts in demand, which could set the stage for significant swing potential.

2. Analyst Coverage: Opened Friday at $6.50, (NTRB) now carries a $13 target from Noble Capital Markets, suggesting strong institutional confidence and 100% upside potential.

3. Patent-Backed Platform: Protected in 46 countries including the U.S., Macao, and Hong Kong, (NTRB)'s AVERSA system is positioned for global expansion.

4. FDA Filing Ahead: A New Application for AVERSA Fen-tan-yl is expected from (NTRB) in late 2025 or early 2026, signaling major regulatory progress.

5. Big-Name Partner: Through its collaboration with Kindeva—an FDA-approved device leader—(NTRB) brings added credibility and scale to its lead product.

6. Improved Margins Outlook: Revised projections now estimate 80–95% gross margins for AVERSA Fen-ta-nyl, according to (NTRB)'s latest update—nearly doubling earlier expectations.

7. Runway Extended: Following an $8.4M private raise supported by existing backers, (NTRB) has extended its operational horizon with limited dilution impact.

With critical milestones on the horizon and institutional coverage reinforcing the outlook, (NTRB) continues to attract serious attention.

The combination of late-stage development, global patent protection, and a manufacturing partner already in place sets it apart from most companies in the same range.

And when you factor in a float this tight, even moderate interest could trigger a much bigger response than expected.

Pull Up (NTRB) Before Tomorrow Morning…

With a globally protected platform, late-stage regulatory catalysts, and one of the lowest floats we've seen in recent weeks, Nutriband Inc. (NASDAQ: NTRB) is attracting renewed attention from both institutional research desks and watchful market participants alike.

Its collaboration with Kindeva, upwardly revised margin projections, and recent capital raise all point to a company preparing for its next phase—with tight float dynamics adding another layer of interest.

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,

Jeff Ackerman
Managing Editor
Stock News Trends

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Pursuant to an agreement between TD Media LLC and Nutriband Inc., TD Media 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, TD Media LLC has been paid one hundred twenty five thousand USD ("Funds"). To date, including under the previously described agreement, TD Media LLC has been paid six hundred twenty five thousand USD ("Funds"). These Funds were part of the funds that TD Media LLC received from Nutriband Inc., the issuer of (NTRB:US).

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