Redeye provides its initial take on Moberg Pharma’s Q4 report, where sales greatly exceeded our expectations. Although the gross margin was slightly lower than expected and operating expenses marginally higher, the bottom line aligned with our forecasts. The fourth quarter is marked by seasonal shifts, as overall demand for nail fungus treatments declines during the winter months. As a result, investor attention remains centred on the broader European rollout. The regulatory process to change the product name to Karo’s Lamisil brand is currently underway, and we continue to expect an initial series of launches following this process across territories where MOB-015/Terclara has already secured approval. We foresee only minor adjustments to our financial forecasts or valuation after the Q4 report.
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