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Global Weekly Picks
Hoth Therapeutics
Sponsored
content by Hoth Therapeutics
JO
Jolt_Communications
Community Contributor
100% Patient Improvement in trial puts this $16M Biotech on the radar
Key Takeaways Hoth is a clinical-stage biotech with a diversified pipeline across oncology, neurology, and inflammation. Lead drug HT-001 targets cancer treatment related rashes, a multi-hundred-million-dollar niche where no approved therapies exist.
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US$5.30
FV
75.8% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
New
narrative
PayPal Holdings
ZW
Zwfis
Community Contributor
PayPal's Future Growth Through Venmo and Merchant Solutions
PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.
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US$105.25
FV
34.2% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
15
users have liked this narrative
1
users have commented on this narrative
31
users have followed this narrative
New
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IREN
BL
BlackGoat
Community Contributor
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.
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US$26.54
FV
9.7% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
73
users have followed this narrative
28 days ago
author updated this narrative
Cadeler
MA
Mandelman
Community Contributor
Cadeler set to grow with market.
Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.
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NOK 95.36
FV
46.3% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
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Newron Pharmaceuticals
HE
HedgeY
Community Contributor
Newron Pharmaceuticals (NWRN) – Binary CNS Bets with 3-to-1 Upside
1. Catalysts Evenamide (Schizophrenia Add-On Therapy): The key growth catalyst for Newron is Evenamide, a novel glutamate-modulating drug in Phase III development for treatment-resistant schizophrenia (TRS).
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CHF 17.00
FV
50.5% undervalued
intrinsic discount
32.43%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
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Roche Holding
BA
bazza
Community Contributor
Roche Holding will see a 4.2576% revenue growth shaking the market
Valuation ### **Analyse der Roche Jahreszahlen 2024: Wachstum setzt sich fort, Herausforderungen bleiben_20250130 #### Zusammenfassung der Ergebnisse Roche hat für das Jahr 2024 ein solides Wachstum von 7 % auf 60,5 Mrd. CHF erzielt, was die Erwartungen leicht übertroffen hat.
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CHF 302.06
FV
13.3% undervalued
intrinsic discount
5.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
7 months ago
author updated this narrative
Cosmo Pharmaceuticals
KA
kapirey
Community Contributor
Cosmo Pharmaceuticals Announces Strong Full Year 2024 Revenue and Cash and Provides Business and Pipeline Updates
Catalysts Preliminary Unaudited Revenue and Cash Revenue: €266.8 million, representing a year-on-year increase of 188% compared to €92.8 million in 2023. This includes significant project-based revenues from GI Genius™ and Winlevi® of €190.2 million.
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CHF 87.47
FV
26.5% undervalued
intrinsic discount
11.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
83
users have followed this narrative
6 months ago
author updated this narrative
PolyPeptide Group
PK
PKU
Community Contributor
Biotech longerterm bet
211011 Draupnir noch ein Anteil von rund 55,5% an Polypeptide. Der «Free Float» an der Börse SIX erhöht sich dadurch gleichzeitig von 40,0 auf rund 44,5%.
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CHF 33.10
FV
21.1% undervalued
intrinsic discount
11.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 1 year ago
author updated this narrative
Galderma Group
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Rising Global Controls And Biosimilar Risks Will Squeeze Margins
Key Takeaways Heightened regulatory scrutiny, emerging generics, and shifting consumer preferences threaten profitability, market share, and require costly adaptation of Galderma's product portfolio. Macroeconomic headwinds and complex, costly R&D cycles put pressure on revenue growth, innovation leadership, and overall financial returns.
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CHF 103.76
FV
32.2% overvalued
intrinsic discount
14.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
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Phoenix Mecano
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Global Pressures And Margin Squeeze Will Hamper Profitability As Niche Benefits Emerge
Key Takeaways Margin pressure and reduced profitability are likely as Phoenix Mecano struggles with globalization, supply chain disruptions, and regulatory expense increases. Slow innovation and shifting industry trends toward software-centric solutions threaten the company's market share and revenue growth prospects.
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CHF 441.05
FV
4.8% undervalued
intrinsic discount
-0.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
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Phoenix Mecano
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Industry 40 And Renewable Energy Will Expand Global Markets
Key Takeaways Strong order revival in growth regions and supply chain adaptation set the stage for outpacing industrial peers in revenue rebound and market share gains. Efficiency drives, digital investments, and strategic end-market expansion boost margin prospects and recurring revenues, supporting higher long-term growth expectations.
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CHF 580.83
FV
27.7% undervalued
intrinsic discount
3.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
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Phoenix Mecano
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digitalization And Southeast Asia Expansion Will Secure Efficient Operations
Key Takeaways Focused investment in automation, digitalization, and high-value product innovation is set to enhance operational efficiency, margins, and long-term revenue quality. Targeting niche growth markets and expanding Southeast Asian manufacturing reduces global risks and positions the company for accelerated growth as end-markets rebound.
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CHF 515.16
FV
18.5% undervalued
intrinsic discount
1.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
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Givaudan
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Rising Regulatory Scrutiny And Raw Material Costs Will Undermine Prospects
Key Takeaways Rising consumer preferences for natural ingredients and growing regulatory pressures threaten Givaudan's market share and revenue growth potential in core segments. Margin and earnings expansion are challenged by higher sustainability costs, intensifying competition, and supply chain risks amidst accelerating market commoditization.
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CHF 3.20k
FV
6.2% overvalued
intrinsic discount
2.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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