Update shared on27 Aug 2025
Fair value Increased 2.71%Analysts have raised Galderma Group's price target to CHF140.69, reflecting strengthened conviction in early Nemluvio traction, robust pipeline execution, and sustained market share gains across dermatology.
Analyst Commentary
- Bullish analysts cite strong early commercial traction and blockbuster potential for Nemluvio following its recent launch.
- Upward revisions reflect increasing confidence in Galderma's growth prospects across its core dermatology portfolio.
- Positive sentiment is driven by expectations for continued market share gains in both prescription and aesthetic segments.
- Analysts highlight a robust pipeline and successful execution in new product rollouts as key value drivers.
- Strengthening fundamentals and above-consensus sales momentum led to higher price targets among major institutions.
What's in the News
- Galderma launched Cetaphil Nourishing Oil to Foam Cleanser, emphasizing dermatologist-backed formulation for sensitive, dry skin and nationwide availability.
- The company raised 2025 net sales growth guidance to 12-14%, citing strong Therapeutic Dermatology momentum (notably Nemluvio), robust Injectable Aesthetics, and expected acceleration in Dermatological Skincare.
- Positive phase IV clinical data demonstrated that Restylane Lyft/Contour with Sculptra effectively improves facial volume loss from medication-driven weight loss, with high patient satisfaction and further guideline advances in this space.
- CFO Thomas Dittrich will depart after the 2025 fiscal year; succession planning is underway to ensure a seamless transition.
- Galderma initiated phase II trials for nemolizumab in systemic sclerosis and chronic pruritus of unknown origin, targeting significant unmet needs in both indications.
Valuation Changes
Summary of Valuation Changes for Galderma Group
- The Consensus Analyst Price Target has risen slightly from CHF136.99 to CHF140.69.
- The Future P/E for Galderma Group has significantly fallen from 35.86x to 27.86x.
- The Consensus Revenue Growth forecasts for Galderma Group has risen from 14.5% per annum to 15.3% per annum.
Disclaimer
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