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GLP-1 Partnerships And Capacity Expansion To Drive Revenue Growth And Boost Margins

Published
07 Dec 24
Updated
23 Sep 25
AnalystConsensusTarget's Fair Value
CHF 449.37
24.8% undervalued intrinsic discount
23 Sep
CHF 338.00
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1Y
-18.1%
7D
10.5%

Author's Valuation

CHF 449.3724.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on23 Sep 25
Fair value Decreased 3.00%

Analyst sentiment on Ypsomed Holding has turned more cautious, citing diverging views on the sustainability of recent growth and transformation despite ongoing demand in injectables, resulting in a lowered consensus price target from CHF463.26 to CHF449.37. Analyst Commentary Bullish analysts highlight Ypsomed's leading position in the high-growth injectable market.

Shared on05 Sep 25
Fair value Increased 1.69%

Ypsomed Holding’s analyst price target has been revised upward to CHF463.26 as the company consolidates its leadership in the high-growth injectables market following strategic divestitures and a sharpened operational focus. Analyst Commentary The company has established a leadership position in the high-growth injectable market.

Shared on01 May 25
Fair value Decreased 7.95%

Shared on23 Apr 25
Fair value Decreased 3.67%

AnalystConsensusTarget has decreased profit margin from 28.4% to 24.7%.

Shared on17 Apr 25
Fair value Decreased 1.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 9.65%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 4.39%

AnalystConsensusTarget has increased revenue growth from 9.5% to 18.6% and increased shares outstanding growth rate from -0.0% to -0.0%.