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Nutriband Inc. (NASDAQ: NTRB) Just Landed On Our Watchlist For This Morning—Friday, September 25, 2026
Don’t Miss Our Next Update—Get Real-Time Alerts Sent Directly To Your Phone. Up To 10X Faster Than Email. Get (NTRB) On The Radar While It’s Still Early… September 25, 2026 Dear Reader, With the morning just getting started, Nutriband Inc. (NASDAQ: NTRB) is the one name sitting at the top of our screen. A tiny public float, a single-trial FDA pathway, and a potentially first-of-its-kind abuse-deterrent patch are giving us several reasons to keep (NTRB) in focus today. The fen-tan-yl crisis didn't go away… It got worse. According to the White House, illicit opi-oids — primarily fen-tan-yl — now cost Americans an estimated 9.7 percent of GDP annually. That comes out to roughly $2.7 for every $10 of economic output in the country. Ninety-three percent of opi-oid-related deaths are caused by synthetic opi-oids like fen-tan-yl, which typically originate in China and are trafficked through Mexico. Forty-one percent of that cost comes from deaths alone. Another 49 percent reflects lost quality of life for the estimated 5.7 people living with opi-oid use disorder. The scope of this problem is hard to overstate. And here's what makes this picture even more pressing… There is still no abuse-deterrent fen-tan-yl patch available in the United States. Not one. Every fen-tan-yl patch currently on the market is a standard generic — and every one of them can be tampered with, misused, or accidentally exposed to someone who shouldn't come in contact with the dr-ug at all. That's the exact gap Nutriband Inc. (NASDAQ: NTRB) is working to fill. The company has developed proprietary abuse-deterrent transdermal technology called AVERSA™ — designed to prevent the misuse, diversion, and accidental exposure of fen-tan-yl delivered through skin patches. A single registration trial stands between (NTRB) and an FDA filing under the streamlined 505(b)(2) pathway. That's not years of multi-phase trials. That's one focused study away from a filing. Nutriband Inc. (NASDAQ: NTRB) is topping our watchlist this morning—September 25, 2026. 
Keep in mind, (NASDAQ: NTRB) has a float less than 6M listed as available to the public—with a float that small, the potential exists for big moves if demand begins to shift. Noble Capital Markets analyst Robert LeBoyer has maintained an Outperform rating with a $15 target on (NTRB) — suggesting over 120% upside from this week's $6.75 range. And the recent share momentum reflects growing recognition. According to Barchart, (NTRB) made an approximate 205% move from around $2.80 on August 5 to $8.55 on September 21. The Patch That Could Reshape Pain Management
The current U.S. market for generic transdermal fen-tan-yl patches is estimated at over $1.2B… It's fragmented, dominated by generic manufacturers, and — most critically — none of the patches currently available carry any form of abuse-deterrent technology. That distinction matters enormously. The FDA and DEA responded to the opi-oid crisis by placing restrictions on manufacturers, prescribers, and pharmacies. Those restrictions decreased supplies and added new regulations on use, making it harder for doctors to prescribe fen-tan-yl patches even when patients genuinely need long-term pain relief. The unintended consequence was significant. It created a vacuum that illicit fen-tan-yl rushed in to fill — making the addiction crisis worse, not better. What patients needed was a way to get safe, controlled fen-tan-yl delivery for chronic pain — without the abuse risks that triggered the crackdown in the first place. Nutriband Inc. (NASDAQ: NTRB) is developing AVERSA Fen-tan-yl to change that dynamic entirely. The AVERSA™ technology incorporates aversive agents directly into the patch itself. The agents are designed to prevent removal of the fen-tan-yl from the patch — meaning the dr-ug can only be delivered as intended, through controlled transdermal absorption over time. When used correctly, fen-tan-yl patches provide real, meaningful relief to chronic pain patients. The problem has always been what happens when they're not used correctly. AVERSA is designed to solve that problem at the physical layer — not through regulation, not through warnings, but through the chemistry of the patch itself. The technology is protected by patents granted across 46 countries, including the United States, Europe, Japan, Korea, China, Canada, Mexico, and Australia. And there's a regulatory precedent worth understanding here… Once the first abuse-deterrent version of a dr-ug in a given category becomes available, the FDA has historically moved to require abuse-deterrent technology across all formulations in that category. If that pattern holds, the addressable market for AVERSA technology could expand well beyond what initial projections suggest. According to the company's own analysis, AVERSA Fen-tan-yl has the potential to reach peak annual U.S. revenues of $80M to $200M. What's Building Over the Next Few Months
The next several months are loaded with potential catalysts for (NTRB)… The FDA filing pathway requires only a single clinical trial — providing data to show that fen-tan-yl abusers prefer generic patches over the abuse-deterrent AVERSA technology. According to Noble Capital Markets, manufacturing of clinical supplies is progressing, with the trial expected to begin around late Fall 2026. This is a short trial design with a relatively small number of patients — it's not the kind of sprawling multi-year study that creates years of uncertainty. The valuation framework from Noble suggests that if the NDA filing proceeds on schedule using the 505(b)(2) pathway, a standard 10-month review could put FDA approval within reach by late 2026 or early 2027. Meanwhile, the company recently received a Notice of Publication from the USPTO for commercial brand name trademarks for the AVERSA Fen-tan-yl patch. That's not a development milestone. That's a commercialization milestone — it signals the company is preparing for launch, not just lab work. Once the 30-day opposition period passes without objection, the company plans to submit its brand name to the FDA and other international regulatory agencies for review. Building a commercial identity before the trial even begins suggests a team that's thinking beyond the lab — and toward the market itself… And one of the longest-standing overhangs on Nutriband’s share structure is now approaching a definitive end. The outstanding IPO warrants from 2021 — 910,904 warrants carrying a $6.43 exercise price — are set to expire on September 30, 2026, with no extension and no repricing. That could be a significant cleanup event for the capital structure. For years, those warrants have represented a known source of potential dilution hanging over the company. Once that deadline passes, the overhang disappears — potentially leaving Nutriband with a cleaner cap table, fewer dilution concerns, and a much clearer share structure heading into what could be a pivotal period for the company. The first exclusive international distribution agreement for AVERSA Fen-tan-yl has already been signed — with Costa Rica's Innomedica CCB, adding the first non-U.S. territory to the company's potential market. The Costa Rican Ministry of Health has already approved Nutriband's kinesiology tapes for import and sale through that partner, and Innomedica plans to begin AVERSA Fen-tan-yl patch marketing in anticipation of approval. While Costa Rica alone isn't a large market, the agreement establishes a template for international expansion — and the unmet need for safer pain management is a global problem, not just an American one. More Than a Single-Product Company
On the consumer side, the company's wholly owned subsidiary Active Intelligence has been building a presence in wellness, recovery, and performance products — including AI Tape, AI Energy Patches, and AI Sleep. 
The subsidiary met with buyers from Walmart, Walgreens, Amazon, and Cardinal Health at the ECRM conference earlier this year… New product launches are already underway. "Consumer demand for wellness, recovery, energy, and performance solutions continues to accelerate," said Gareth Sheridan, CEO of Nutriband Inc. (NASDAQ: NTRB). It's a second revenue channel that adds real optionality alongside a meaningful pharmaceutical pipeline. The company's broader development roadmap also includes AVERSA Buprenorphine for chronic pain, AVERSA Methylphenidate for ADHD, and novel transdermal programs for Type 2 diabetes (4P Exenatide) and infertility (4P FSH) — all in pre-clinical stages. The AVERSA™ platform is designed to be compatible with virtually any transdermal patch… That means the technology itself could extend far beyond fen-tan-yl if the first application succeeds. Each new application could address a separate addressable market — buprenorphine for opi-oid dependence, methylphenidate for ADHD — using the same core technology and the same patent portfolio. That's the kind of platform optionality that deserves attention. And with the warrant expiration clearing the share structure, the registration trial approaching, and a commercialization plan already taking shape, the timeline for (NTRB) is tightening in ways that make the coming weeks especially worth following. 7 Reasons We Have (NTRB) On The Radar This Morning —Friday, September 25, 2026…
1. Small-Float: With less than 6M shares listed as available to the public, (NTRB)’s small float could have the potential to make big moves if demand begins to shift. 2. AVERSA™ Abuse-Deterrent Technology: The company's proprietary platform is protected by patents in 46 countries, designed to prevent the misuse, diversion, and accidental exposure of fen-tan-yl from transdermal patches — with no competing abuse-deterrent fen-tan-yl patch on the U.S. market today. 3. Single-Trial FDA Pathway: The 505(b)(2) route requires only one clinical trial to demonstrate that abusers prefer generic patches — with the trial expected to begin late Fall 2026. 4. Analyst Coverage at $15: Noble Capital Markets analyst Robert LeBoyer maintains an Outperform rating with a $15 target, suggesting over 120% upside from current levels. 5. Warrant Expiration September 30: The 910,904 outstanding warrants expire September 30, 2026, with no extension and no modification — removing a longstanding overhang from the share structure. 6. Commercial Brand Trademarks Filed: The USPTO has published trademark applications for the AVERSA Fen-tan-yl commercial brand name — a clear signal of launch preparation ahead of the registration trial. 7. Active Intelligence Consumer Pipeline: The company's wellness subsidiary is meeting with Walmart, Walgreens, Amazon, and Cardinal Health on new product lines including AI Tape, AI Energy Patches, and AI Sleep — adding a second revenue channel alongside the pharmaceutical pipeline. Get (NTRB) On The Radar While It’s Still Early… 
The fen-tan-yl crisis has created a deep, unmet need in pain management… And Nutriband Inc. (NASDAQ: NTRB) is building toward what could be the first abuse-deterrent answer in the transdermal patch category. With a registration trial on the horizon, an analyst target well above current levels, and a warrant overhang about to disappear, this is a name that deserves a closer look in the weeks ahead. We have all eyes on Nutriband Inc. (NASDAQ: NTRB) first thing this morning. Get (NTRB) on your watchlist while it’s still early. Sincerely, Jeff Ackerman
Managing Editor,
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