Thanks Midas for starting the mb here.
As I mention I like the co for few reasons
1. It has 2 NDAs coming in next 6 months
2. Many small companies are getting hit by clinical trial delays. This co is out of it.
3. The clinical trial delays are going to be long, hospitals will take many months to come back to normal and start the trials back, in some cases enroll more patients as some of the patients have lost few follow up visits.
Based on this I am focused on small pharma or biotechs who have finished their trials or submitted NDAs
4. The co has money to sustain
5. The 2 drugs of approved will become new SOC. Both indications are facial ones so it has ready market and will have pricing power.
The key is - investor has to hold for at least 1 year for first approval and another 6 months for next approval. During this period one can get this stock at lower price as well.
At $168 million market cap it has at least 3 bagger potential in mind from current price in 2 years.
“Our goals for 2020 are no less ambitious as we plan to file two New Drug Applications (NDA) in the U.S. – Epsolay in the second quarter of 2020 and Twyneo in the second half. In parallel, we are planning commercialization efforts and advancing development of our proprietary pipeline, while benefiting from our strong generic collaborations.” “
In terms of COVID-19 impact,” continued Dr. Seri-Levy, “given that Sol-Gel has completed the clinical programs required to support the NDAs for both Epsolay and Twyneo, and given that Sol-Gel recently strengthened its balance sheet, we remain on track to file both NDAs in the previously communicated timelines.”
As I mention I like the co for few reasons
1. It has 2 NDAs coming in next 6 months
2. Many small companies are getting hit by clinical trial delays. This co is out of it.
3. The clinical trial delays are going to be long, hospitals will take many months to come back to normal and start the trials back, in some cases enroll more patients as some of the patients have lost few follow up visits.
Based on this I am focused on small pharma or biotechs who have finished their trials or submitted NDAs
4. The co has money to sustain
5. The 2 drugs of approved will become new SOC. Both indications are facial ones so it has ready market and will have pricing power.
The key is - investor has to hold for at least 1 year for first approval and another 6 months for next approval. During this period one can get this stock at lower price as well.
At $168 million market cap it has at least 3 bagger potential in mind from current price in 2 years.
“Our goals for 2020 are no less ambitious as we plan to file two New Drug Applications (NDA) in the U.S. – Epsolay in the second quarter of 2020 and Twyneo in the second half. In parallel, we are planning commercialization efforts and advancing development of our proprietary pipeline, while benefiting from our strong generic collaborations.” “
In terms of COVID-19 impact,” continued Dr. Seri-Levy, “given that Sol-Gel has completed the clinical programs required to support the NDAs for both Epsolay and Twyneo, and given that Sol-Gel recently strengthened its balance sheet, we remain on track to file both NDAs in the previously communicated timelines.”
Recent SLGL News
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 03/24/2026 09:16:03 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 03/24/2026 09:14:27 PM
- Form EFFECT - Notice of Effectiveness • Edgar (US Regulatory) • 03/24/2026 04:15:06 AM
- Sol-Gel Technologies Ltd. Announces Pricing of Oversubscribed Underwritten Offering • GlobeNewswire Inc. • 03/24/2026 01:38:22 AM
- Form POS AM - Post-Effective amendments for registration statement • Edgar (US Regulatory) • 03/19/2026 09:03:09 PM
- Sol-Gel Files Annual Report on Form 20-F for the Year Ended December 31, 2025 • GlobeNewswire Inc. • 03/19/2026 12:53:28 PM
- Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)] • Edgar (US Regulatory) • 03/19/2026 12:51:43 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 03/18/2026 07:12:53 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 03/18/2026 04:26:07 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 03/18/2026 04:24:12 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 03/18/2026 04:20:46 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 03/18/2026 04:18:21 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 03/18/2026 04:15:32 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/12/2026 11:11:02 AM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/26/2026 11:21:09 AM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/24/2026 12:41:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 01/15/2026 11:54:30 AM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 12/17/2025 01:47:45 PM
- Sol-Gel Provides Update Following Unblinding of Phase 1b Study of SGT-210 in Darier Disease • GlobeNewswire Inc. • 12/17/2025 12:00:00 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 11/20/2025 01:44:10 PM
- Sol-Gel Reports Third Quarter 2025 Financial Results and Provides Corporate Updates • GlobeNewswire Inc. • 11/20/2025 12:30:00 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 11/14/2025 11:00:31 AM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 09/25/2025 06:12:52 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 09/04/2025 11:00:10 AM
- Sol-Gel Announces Health Canada Approval of EPSOLAY® • GlobeNewswire Inc. • 09/04/2025 11:00:00 AM
