Update shared on 07 Nov 2025
Fair value Decreased 3.73%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.
What's in the News
- Camurus introduced Oczyesain, an octreotide subcutaneous depot, in Germany as the first EU country. This expands treatment options for adults with acromegaly (Key Developments).
- The UK Medicines and Healthcare products Regulatory Agency (MHRA) has granted marketing authorization for Oczyesa. This decision is based on a comprehensive clinical program including two Phase 3 studies (Key Developments).
- Oczyesa is formulated using Camurus' proprietary FluidCrystal technology and enables convenient once-monthly, subcutaneous self-administration with a pre-filled autoinjector pen (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Lowered from SEK 832.17 to SEK 801.17, reflecting a modest decrease.
- Discount Rate: Increased slightly from 4.92 percent to 5.07 percent.
- Revenue Growth: The projected growth rate has decreased from 42.11 percent to 38.05 percent.
- Net Profit Margin: Improved from 54.67 percent to 60.60 percent, indicating stronger profitability expectations.
- Future P/E: Reduced from 16.49x to 15.35x, implying a more attractive valuation based on future earnings.
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