Update shared on 08 Dec 2025
Fair value Decreased 0.89%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.
- Discount Rate: Held essentially unchanged at around 5.07 percent, indicating no material shift in perceived risk profile.
- Revenue Growth: Reduced from 35.14 percent to 32.84 percent, signaling moderately lower long term topline growth expectations.
- Net Profit Margin: Lowered significantly from 63.28 percent to 40.68 percent, implying more conservative assumptions on long term profitability.
- Future P/E: Raised meaningfully from 15.67x to 25.43x, suggesting a higher expected valuation multiple on future earnings despite softer fundamentals.
Have other thoughts on Camurus?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.