Global Expansion And Regulatory Approvals Will Transform Healthcare Delivery

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

30 Dec 24

Updated

08 Dec 25

Views

194

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

8.9%

7D

2.6%

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1Y

8.9%

7D

2.6%

You can edit this narrative until Dec 9 9:05 AM. Then, changes will post as Updates.

Author's Valuation

SEK 793.7122.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 08 Dec 25

Fair value Decreased 0.89%

CAMX: Positive Obesity Data And New EU Launch Will Drive Upside

Analysts have modestly trimmed their price target on Camurus, lowering it by approximately SEK 7 to reflect slightly softer long term revenue growth and margin assumptions, partly offset by a higher expected future earnings multiple. What's in the News Positive topline Phase 1b data for monthly GLP 1 candidate CAM2056 showed dose dependent reductions in body weight, A1c, and fasting glucose that were comparable to or exceeded weekly semaglutide, with a favorable extended release profile suitable for monthly dosing (Key Developments) In the Phase 1b trial, CAM2056 10 mg achieved a mean weight loss of 9.3 percent at Day 85 versus 5.2 percent for weekly semaglutide, with statistically significant treatment difference, and similar weight reduction after 3 months as weekly semaglutide after 5 months (Key Developments) Camurus lowered its 2025 revenue guidance to SEK 2.3 billion to SEK 2.6 billion from SEK 2.7 billion to SEK 3.0 billion, while maintaining profit before tax guidance at SEK 0.9 billion to SEK 1.2 billion (Key Developments) Camurus launched Oczyesa, an octreotide subcutaneous depot for maintenance treatment of adults with acromegaly previously stabilized on somatostatin analogs, in Germany as the first EU market (Key Developments) Valuation Changes Fair Value: Trimmed slightly from SEK 800.86 to SEK 793.71, reflecting a modest downward revision in intrinsic value estimates.

Shared on 24 Nov 25

Fair value Decreased 0.039%

CAMX: New European Launch And Regulatory Progress Will Drive Future Upside

Camurus's analyst price target has been slightly revised downward from SEK 801.17 to SEK 800.86. This change reflects updated assessments on growth and profitability expectations according to analysts.

Shared on 07 Nov 25

Fair value Decreased 3.73%

CAMX: European Market Launch And Regulatory Wins Will Drive Profitability Higher

Analysts have lowered their price target for Camurus from SEK 832.17 to SEK 801.17. They cite modestly higher discount rates and slower projected revenue growth, although the updated outlook includes improved profit margins.

Shared on 04 Sep 25

With key metrics such as future P/E (16.49x) and net profit margin (54.67%) remaining stable, Camurus’s fair value assessment is unchanged, with the consensus analyst price target holding steady at SEK832.17. What's in the News Camurus received UK MHRA marketing authorization for Oczyesa® (octreotide subcutaneous depot) for maintenance treatment of adult acromegaly patients, following comprehensive clinical studies including two Phase 3 trials.

Shared on 01 May 25

Fair value Increased 1.95%

Shared on 23 Apr 25

Fair value Increased 2.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 2.38%

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 9.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 4.73%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 4.52%

AnalystConsensusTarget has increased profit margin from 32.7% to 48.9%, decreased future PE multiple from 29.2x to 17.9x and decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 12 Mar 25

Fair value Decreased 4.80%

AnalystConsensusTarget has decreased profit margin from 66.1% to 32.7% and increased future PE multiple from 14.4x to 29.2x.

AnalystConsensusTarget Fair Value

SEK 793.71

22.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

27.09%

Pharma revenue growth rate

0.63%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

5.07%

Calculation

SEK 2.24b

Earnings '28

x

25.43x

PE Ratio '28

=

SEK 57.08b

Market Cap '28

SEK 57.08b

Market Cap '28

/

62.61m

No. shares '28

=

SEK 911.57

Share Price '28

SEK 911.57 Share Price '28

Discounted to 2025 @ 5.07% p.a.

=

SEK 785.92

Fair Value '25