Cosmo Management
Management Kriterienprüfungen 3/4
Wir verfügen derzeit nicht über ausreichende Informationen über den CEO.
Wichtige Informationen
Giovanni Di Napoli
Geschäftsführender
€1.7m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 2.89% |
| Amtszeit als Geschäftsführer | 2.1yrs |
| Eigentum des Geschäftsführers | n/a |
| Durchschnittliche Amtszeit des Managements | 3.1yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 2.1yrs |
Jüngste Management Updates
Recent updates
Narrativ-Update • May 16
Cosmo Pharmaceuticals Will Achieve Its Target Price of €95–110 in 12 Months
Below is a full institutional-style comps + valuation (target price) for Cosmo Pharmaceuticals N.V. , integrating: ✅ FY2025 audited report (your PDF) ✅ Product + pipeline positioning (Cosmo site + report) ✅ Sell-side-style benchmarking framework (SWS-type approach: specialty pharma + medtech AI comps) 1) Investment framing (key drivers) Business mix (unique hybrid) Cosmo is a multi-vertical life sciences platform : MedTech AI (GI Genius™) → high-growth SaaS/MedTech multiple Dermatology (Winlevi + Clascoterone) → specialty pharma growth GI pharma + royalties (MMX platform) → stable cash flows CDMO → low multiple, stabilizer Important: market struggles to value hybrid → mispricing opportunity 2) Financial baseline (FY2025) Core metrics Revenue: €104.2m Recurring revenue: €88.1m (+15%) EBITDA: €9.5m Net income: –€3.5m Cash + investments: €128.3m Market cap: €1.98bn 2025 distorted due to: loss of €186m Medtronic milestone (2024) underlying recurring growth intact (+15%) 3) Product + pipeline valuation bridge A. Commercial assets (anchor value) 1.
Narrativ-Update • May 11
COPN: CHF 160 Outlook Will Rely On Successful Alopecia Regulatory Filings
Analysts have raised their price target on Cosmo to CHF 160 from CHF 130, citing updated assumptions for revenue growth, profit margins and future P/E. These changes collectively support a slightly lower fair value estimate and a modestly higher discount rate in their models.Narrativ-Update • Apr 23
COPN: Higher CHF 160 Outlook Will Depend On Upcoming Alopecia Filing
Analysts have raised their price target on Cosmo to CHF 160 from CHF 130, citing updated assumptions on fair value, revenue growth, profit margins and future P/E that contribute to a higher overall valuation framework. Analyst Commentary While the higher CHF 160 target reflects updated valuation work, bearish analysts still flag several areas where expectations could prove demanding if underlying assumptions do not play out as planned.
Narrativ-Update • Apr 08
COPN: Recent Share Placement Will Support Improved Margins And Future Earnings Potential
Analysts have adjusted their price target on Cosmo Pharmaceuticals to CHF 140.45 from CHF 147.89, citing updated views on fair value, revenue growth, profit margins and future P/E assumptions. What's in the News Cosmo Pharmaceuticals completed a private placement with a single institutional investor, issuing 937,086 treasury shares on February 3, 2026 (Key Developments).
Narrativ-Update • Mar 25
COPN: Higher Revenue Assumptions And Single Investor Placement Will Support Upside
Analysts have lifted their price target on Cosmo Pharmaceuticals from CHF 104.55 to around CHF 123.72, reflecting updated assumptions for higher revenue growth, a different profit margin profile, and a higher future P/E multiple. What's in the News Cosmo Pharmaceuticals completed a private placement with a single institutional investor, issuing 937,086 treasury shares that represent 5.3% of the company's outstanding shares as of February 3, 2026 (Key Developments).Narrativ-Update • Mar 10
COPN: Recent Share Placement Will Support Stronger Revenue And Margin Outlook
Analysts have nudged their price target on Cosmo Pharmaceuticals slightly lower to around CHF148 from approximately CHF150, reflecting updated assumptions on fair value, revenue growth and profit margins while keeping future P/E expectations broadly in line with prior views. What's in the News Cosmo Pharmaceuticals completed a private placement with a single institutional investor, issuing 937,086 treasury shares, which represent 5.3% of the company's outstanding shares, on February 3, 2026 (Key Developments).Narrativ-Update • Feb 24
COPN: Recent Share Placement Will Support Bullish Long Term Outlook
Analysts have trimmed their price target on Cosmo Pharmaceuticals by CHF 0.00 to reflect slightly updated assumptions on revenue growth, profit margins and future P/E, while keeping their overall fair value view effectively unchanged. What's in the News Cosmo Pharmaceuticals completed a private placement with a single institutional investor, issuing 937,086 treasury shares, equal to 5.3% of outstanding shares, on February 3, 2026 (Key Developments).Narrativ-Update • Feb 10
COPN: EU Acne Approval And Share Placement Will Support Bullish Outlook
Analysts now set their price target for Cosmo Pharmaceuticals closer to €150, up from about €102, citing updated assumptions for revenue growth, profit margins and future P/E, which feed into a higher fair value estimate. What's in the News Cosmo Pharmaceuticals completed a private placement of 937,086 treasury shares, representing 5.3% of its outstanding shares, with a single institutional investor on February 3, 2026.Narrativ-Update • Jan 26
COPN: EU Acne Launch And Margin Assumptions Will Likely Keep Shares Fairly Valued
Analysts have moderately raised their price target on Cosmo Pharmaceuticals, citing updates to their fair value estimate along with revised assumptions for revenue growth, profit margins and future P/E. What's in the News The European Commission granted Marketing Authorization for Winlevi (clascoterone 10 mg/g cream) following a positive opinion from the European Medicines Agency's Committee for Medicinal Products for Human Use issued on August 25, 2025 (Key Developments).Narrativ-Update • Jan 11
COPN: EU Acne Authorization And Rollout Will Likely Leave Shares Overextended
Analysts have trimmed their price target for Cosmo Pharmaceuticals by roughly €0.46, reflecting slightly lower assumptions for revenue growth and profit margins, along with a higher future P/E multiple in their updated models. What's in the News The European Commission granted Marketing Authorization for Winlevi (clascoterone 10 mg/g cream), following a prior positive opinion from the European Medicines Agency's Committee for Medicinal Products for Human Use issued on August 25, 2025 (Key Developments).Narrativ-Update • Dec 24
COPN: EU Acne Approval And Rollout Are Expected To Support Balanced Outlook
Analysts have modestly trimmed their price target for Cosmo Pharmaceuticals by approximately $0.48, reflecting refined assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News European Commission grants Marketing Authorization for Winlevi clascoterone 10 mg/g cream for the treatment of acne vulgaris in adults and adolescents 12 to under 18 years, with adolescent use limited to facial application only Key Developments Cosmo Pharmaceuticals and Glenmark Pharmaceuticals secure EU wide approval enabling commercialization of Winlevi across 15 countries, including France, Spain, the Netherlands, and the Nordics Key Developments Glenmark prepares to launch Winlevi in a staged rollout across Bulgaria, the Czech Republic, Denmark, Finland, Hungary, Iceland, Norway, Poland, Portugal, Romania, Slovakia, Sweden, and other approved EU markets Key Developments Valuation Changes The Fair Value Estimate has fallen slightly to CHF 98.24 from CHF 98.72, reflecting a modest downward adjustment in intrinsic valuation.Narrativ-Update • Dec 09
COPN: EU Authorization And Launch Partnership Are Expected To Support Balanced Outlook
Analysts have nudged their price target for Cosmo Pharmaceuticals slightly higher to approximately $98.72 per share from about $98.59, citing expectations for stronger revenue growth that more than offset a modestly lower projected profit margin and valuation multiple. What's in the News European Commission grants Marketing Authorization for Winlevi clascoterone 10 mg/g cream for treatment of acne vulgaris in adults and adolescents aged 12 to under 18 years, with adolescent use restricted to facial application EU Marketing Authorization Approval follows a positive CHMP opinion issued on August 25, 2025, confirming regulatory momentum for Cosmo Pharmaceuticals dermatology portfolio EU Marketing Authorization Commercial launch of Winlevi to be led by partner Glenmark Pharmaceuticals across 15 European countries, including France, Spain, the Netherlands, and the Nordics, expanding Cosmo Pharmaceuticals geographic reach EU Marketing Authorization Valuation Changes Fair Value Estimate has risen slightly to CHF 98.72 from CHF 98.59 per share, reflecting a marginal upward revision to intrinsic value.Analyseartikel • Dec 05
Cosmo Pharmaceuticals N.V. (VTX:COPN) Stocks Shoot Up 35% But Its P/E Still Looks Reasonable
The Cosmo Pharmaceuticals N.V. ( VTX:COPN ) share price has done very well over the last month, posting an excellent...Narrativ-Update • Nov 25
COPN: EU Approval And Expanded Distribution Expected To Drive Share Performance
Analysts have raised their price target for Cosmo Pharmaceuticals from $87.81 to $98.59. They cite updated fair value assessments and recent model adjustments as the reasons for the change.Narrativ-Update • Sep 04
Expanding AI Diagnostics And Drug Platforms Will Navigate Regulatory Challenges
Cosmo Pharmaceuticals’ consensus revenue growth forecasts have strengthened and its future P/E valuation has decreased, but despite these more favourable fundamentals, the consensus analyst price target was only marginally reduced from CHF88.37 to CHF87.81. What's in the News Issued FY2025 guidance: total revenues expected between EUR 102 million and EUR 107 million, with recurring revenues of EUR 85 million to EUR 90 million and project-based revenues of EUR 17 million.
Neues Narrativ • Mar 17
Clascoterone Trials Completion And AI Expansion Will Open Future Markets
Strong cash position and no debt provide flexibility for strategic investments, boosting future profitability and earnings.Analyseartikel • Jan 23
Weekly Picks: NLBR’s vision, MNSO’s expansion plans and COPN’s opportunity
This weeks picks cover the promising product pipeline from a Cosmo Pharmaceutical, how NLBR bank could almost double its revenue and earnings, and why MINISO Group’s aggressive store expansion plans will pay off.Neues Narrativ • Jan 20
Cosmo Pharmaceuticals Announces Strong Full Year 2024 Revenue and Cash and Provides Business and Pipeline Updates
Revenue: €265.7 million, representing a 186% year-over-year increase from €92.8 million in 2023. This includes €185 million in non-recurring revenues from Medtronic linked to the December 2023 expandeAnalyseartikel • Nov 22
Cosmo Pharmaceuticals N.V.'s (VTX:COPN) P/S Still Appears To Be Reasonable
When you see that almost half of the companies in the Pharmaceuticals industry in Switzerland have price-to-sales...Analyseartikel • May 02
Market Participants Recognise Cosmo Pharmaceuticals N.V.'s (VTX:COPN) Revenues
With a price-to-sales (or "P/S") ratio of 12.2x Cosmo Pharmaceuticals N.V. ( VTX:COPN ) may be sending very bearish...Analyseartikel • Mar 28
Cosmo Pharmaceuticals' (VTX:COPN) Weak Earnings May Only Reveal A Part Of The Whole Picture
The subdued market reaction suggests that Cosmo Pharmaceuticals N.V.'s ( VTX:COPN ) recent earnings didn't contain any...Analyseartikel • Mar 26
Broker Revenue Forecasts For Cosmo Pharmaceuticals N.V. (VTX:COPN) Are Surging Higher
Celebrations may be in order for Cosmo Pharmaceuticals N.V. ( VTX:COPN ) shareholders, with the analysts delivering a...Analyseartikel • Dec 01
Cosmo Pharmaceuticals N.V.'s (VTX:COPN) Popularity With Investors Is Clear
Cosmo Pharmaceuticals N.V.'s ( VTX:COPN ) price-to-earnings (or "P/E") ratio of 67x might make it look like a strong...Analyseartikel • Jul 29
Earnings Beat: Cosmo Pharmaceuticals N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Last week, you might have seen that Cosmo Pharmaceuticals N.V. ( VTX:COPN ) released its interim result to the market...Analyseartikel • Nov 24
We Think Cosmo Pharmaceuticals (VTX:COPN) Can Stay On Top Of Its Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • Mar 31
Cosmo Pharmaceuticals' (VTX:COPN) Solid Profits Have Weak Fundamentals
Cosmo Pharmaceuticals N.V. ( VTX:COPN ) announced strong profits, but the stock was stagnant. We did some digging, and...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Dec 31 2025 | €2m | €50k | -€4m |
| Sep 30 2025 | n/a | n/a | €28m |
| Jun 30 2025 | n/a | n/a | €60m |
| Mar 31 2025 | n/a | n/a | €97m |
| Dec 31 2024 | €4m | €27k | €133m |
Vergütung im Vergleich zum Markt: GiovanniDie Gesamtvergütung ($USD2.01M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt Swiss ($USD1.71M).
Entschädigung vs. Einkommen: GiovanniDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Giovanni Di Napoli (52 yo)
2.1yrs
Amtszeit
€1,727,145
Vergütung
Mr. Giovanni Di Napoli is Chief Executive Officer and Director of Cosmo Pharmaceuticals N.V. from May 24, 2024. He was President of Gastrointestinal at Medtronic plc. He is an accomplished leader with an e...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Non Executive Chairman | 20.4yrs | €793.55k | keine Daten | |
| CEO & Director | 2.1yrs | €1.73m | keine Daten | |
| Founder & Non-Executive Director | 20.4yrs | €50.00k | keine Daten | |
| Executive VP of Corporate Governance | 1.6yrs | €528.32k | keine Daten | |
| Chief Financial Officer | 1.6yrs | keine Daten | keine Daten | |
| Qualified Person & Technical Director | 14.8yrs | keine Daten | keine Daten | |
| Chief Scientific Officer | 4.2yrs | keine Daten | keine Daten | |
| Chief Legal Counsel | 1.2yrs | keine Daten | keine Daten | |
| Chief HR Officer | no data | keine Daten | keine Daten | |
| President of Cosmo Intelligent Medical Devices | no data | keine Daten | keine Daten | |
| Chief AI Officer | 6.4yrs | keine Daten | keine Daten | |
| Chief Medical Officer | 5.5yrs | keine Daten | keine Daten |
3.1yrs
Durchschnittliche Betriebszugehörigkeit
53yo
Durchschnittliches Alter
Erfahrenes Management: COPNDas Führungsteam des Unternehmens gilt als erfahren (3.1 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Non Executive Chairman | 20.4yrs | €793.55k | keine Daten | |
| CEO & Director | 2.1yrs | €1.73m | keine Daten | |
| Founder & Non-Executive Director | 20.4yrs | €50.00k | keine Daten | |
| Executive VP of Corporate Governance | 2.1yrs | €528.32k | keine Daten | |
| Member of Scientific Advisory Board | no data | keine Daten | keine Daten | |
| Member of Scientific Advisory Board | no data | keine Daten | keine Daten | |
| Member of Scientific Advisory Board | no data | keine Daten | keine Daten | |
| Non-Executive Director | 14.2yrs | €134.25k | keine Daten | |
| Member of Scientific Advisory Board | no data | keine Daten | keine Daten | |
| Member of Scientific Advisory Board | no data | keine Daten | keine Daten | |
| Non-Executive Director | 2.1yrs | €103.53k | keine Daten | |
| Non-Executive Director | 2.1yrs | €103.53k | keine Daten |
2.1yrs
Durchschnittliche Betriebszugehörigkeit
62yo
Durchschnittliches Alter
Erfahrener Vorstand: COPNDie Vorstandsmitglieder gelten nicht als erfahren ( 2.1 Jahre durchschnittliche Amtszeit), was auf einen neuen Vorstand hindeutet.
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/02 05:48 |
| Aktienkurs zum Tagesende | 2026/06/02 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Cosmo N.V. wird von 11 Analysten beobachtet. 6 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Estelle Bétrisey | Berenberg |
| Laura Hindley | Berenberg |
| Kerry Holford | Berenberg |