Camurus Management
Management Kriterienprüfungen 4/4
Camurus CEO ist Fredrik Tiberg , ernannt in Jan 2003, hat eine Amtszeit von 23.58 Jahren. Die jährliche Gesamtvergütung beträgt SEK12.77M , bestehend aus 58.8% Gehalt und 41.2% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 2.59% der Aktien des Unternehmens, im Wert von SEK952.19M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.3 Jahre bzw. 4.8 Jahre.
Wichtige Informationen
Fredrik Tiberg
Geschäftsführender
SEK 12.8m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 58.82% |
| Amtszeit als Geschäftsführer | 23.6yrs |
| Eigentum des Geschäftsführers | 2.6% |
| Durchschnittliche Amtszeit des Managements | 4.3yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 4.8yrs |
Jüngste Management Updates
Recent updates
Narrative-Update • Jun 17
CAMX: Expanded Lilly Cardiometabolic Collaboration Will Drive Future Upside Potential
Analysts have raised their price target on Camurus from SEK610 to SEK630 as they refresh their models for fair value, factoring in updated assumptions for the discount rate, revenue growth, profit margin and a higher future P/E multiple. What's in the News for Camurus Camurus announced that Eli Lilly has exercised its option to expand their collaboration and license agreement to include amylin receptor agonists, adding another class of cardiometabolic drug candidates using Camurus' FluidCrystal technology.
Narrative-Update • Jun 03
CAMX: Expanded Cardiometabolic Partnership Will Support Further Share Price Upside
Analysts have adjusted their price target on Camurus to SEK 914 from SEK 930. This change reflects updated views on growth, profitability, a slightly higher discount rate, and expectations for a lower future P/E multiple.Analyseartikel • May 20
The Strong Earnings Posted By Camurus (STO:CAMX) Are A Good Indication Of The Strength Of The Business
Investors were underwhelmed by the solid earnings posted by Camurus AB (publ) ( STO:CAMX ) recently. Our analysis says...Analyseartikel • May 15
Camurus AB (publ) Just Missed EPS By 29%: Here's What Analysts Think Will Happen Next
Camurus AB (publ) ( STO:CAMX ) missed earnings with its latest quarterly results, disappointing overly-optimistic...
Narrative-Update • Apr 29
CAMX: 2026 Guidance And Earnings Outlook Will Drive Future Upside Potential
Analysts have trimmed their price target on Camurus to SEK770 from SEK814, reflecting updated views on fair value, discount rate and the balance between higher projected revenue growth and more moderate profit margins, with only a small adjustment to expected future P/E. What's in the News Camurus issued earnings guidance for 2026, setting expected revenues in a range of SEK 2.6b to SEK 2.9b (Key Developments).Narrative-Update • Apr 14
CAMX: 2026 Earnings Guidance Will Support Further Share Price Upside
Analysts have maintained their SEK 930 price target on Camurus, supported by updated forecasts that reflect slightly higher revenue growth, a marginally stronger profit margin, and a modestly lower future P/E assumption. What's in the News Camurus issued earnings guidance for 2026, with expected revenues in a range of SEK 2.6b to SEK 2.9b.Narrative-Update • Mar 31
CAMX: FDA Review Of Resubmitted NDA Will Drive Future Upside
Analysts have trimmed their 12 month price target for Camurus from SEK 660 to SEK 610, citing updated assumptions that include revised revenue growth, profit margin and future P/E expectations. What's in the News Camurus issued earnings guidance for 2026, with expected revenues of SEK 2.6b to SEK 2.9b and an operating result of SEK 0.9b to SEK 1.2b, framed against internal 2025 expectations (Key Developments).Narrative-Update • Mar 17
CAMX: 2026 Guidance And US FDA Review Will Drive Future Upside
Analysts have kept their SEK 930 price target for Camurus unchanged, citing only minor adjustments in their assumptions for revenue growth, profit margin and future P/E as the main reasons for maintaining this level. What's in the News Camurus issued earnings guidance for 2026, with expected revenues of SEK 2.6b to SEK 2.9b and an operating result of SEK 0.9b to SEK 1.2b (Corporate guidance).Narrative-Update • Mar 03
CAMX: Upcoming US And EU Launches Will Drive Future Upside Potential
Analysts have reset their price target on Camurus to SEK 930 from SEK 1,102, reflecting updated views on slightly higher forecast revenue growth, a modestly lower projected profit margin and a reduced future P/E multiple. What's in the News Camurus issued earnings guidance for 2026, expecting revenues of SEK 2.6b to SEK 2.9b and an operating result of SEK 0.9b to SEK 1.2b (Corporate guidance).Analyseartikel • Feb 18
These Analysts Just Made A Sizeable Downgrade To Their Camurus AB (publ) (STO:CAMX) EPS Forecasts
One thing we could say about the analysts on Camurus AB (publ) ( STO:CAMX ) - they aren't optimistic, having just made...Narrative-Update • Feb 17
CAMX: FDA Review And New Partnership Will Drive Future Upside
Analysts have kept their SEK 660 price target for Camurus unchanged, with updated assumptions pointing to higher forecast revenue growth and a higher future P/E, alongside a lower projected profit margin. What's in the News Camurus issued earnings guidance for 2026, with expected revenues of SEK 2.6b to SEK 2.9b and an operating result of SEK 0.9b to SEK 1.2b, both framed relative to 2025 levels in the company communication (Corporate guidance).Narrative-Update • Feb 03
CAMX: Obesity Data And Resubmitted NDA Will Drive Future Upside Potential
Analysts have lifted their price target on Camurus from SEK 793.71 to SEK 814.17, citing updated assumptions around revenue growth, margin potential, and a lower future P/E multiple as key drivers of the change. What's in the News The U.S. FDA accepted Camurus' resubmitted New Drug Application for Oclaiz (CAM2029) for acromegaly treatment and set a PDUFA target action date of 10 June 2026, following an earlier Complete Response Letter related to a third party manufacturing facility (Key Developments).Narrative-Update • Jan 19
CAMX: Guidance Cut Will Be Offset By Pipeline Progress And New Partnership
Analysts have kept their price target for Camurus steady at SEK 660, citing updated assumptions around revenue growth, a profit margin of 72.87% and a future P/E of 12.70 as key inputs to their valuation work. What's in the News The U.S. FDA accepted Camurus' resubmitted New Drug Application for Oclaiz (CAM2029) for acromegaly, with a PDUFA target action date of 10 June 2026.Narrative-Update • Jan 05
CAMX: Revised Outlook Will Balance Guidance Cut With Pipeline And Partnership Progress
Analysts have trimmed their Camurus fair value estimate from SEK 690.00 to SEK 660.00, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News Camurus revised its 2025 earnings guidance, now expecting total revenue of SEK 2.3b to SEK 2.6b, compared with the previous range of SEK 2.7b to SEK 3.0b, while keeping profit before tax guidance at SEK 0.9b to SEK 1.2b (Key Developments).Narrative-Update • Dec 22
CAMX: Positive Obesity Data Will Drive Future Upside Potential
Narrative Update on Camurus Analysts have modestly raised their price target on Camurus to reflect a fair value of approximately SEK 794 per share, citing sustained strong revenue growth expectations and robust long term profit margins as key drivers of the upward revision. What's in the News Reported positive topline Phase 1b results for CAM2056, a monthly FluidCrystal semaglutide, showing dose dependent reductions in body weight, A1c, and fasting glucose that were comparable to or exceeded weekly semaglutide, with similar or better efficacy in a shorter treatment period (Key Developments).Narrative-Update • Dec 08
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.Analyseartikel • Dec 08
Camurus AB (publ)'s (STO:CAMX) Intrinsic Value Is Potentially 69% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Camurus fair value estimate is kr1,022 Camurus is estimated to...Narrative-Update • Nov 24
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.Analyseartikel • Nov 19
Analysts Have Just Cut Their Camurus AB (publ) (STO:CAMX) Revenue Estimates By 11%
Market forces rained on the parade of Camurus AB (publ) ( STO:CAMX ) shareholders today, when the analysts downgraded...Analyseartikel • Nov 09
Here's What Analysts Are Forecasting For Camurus AB (publ) (STO:CAMX) Following Its Earnings Miss
Camurus AB (publ) ( STO:CAMX ) just released its latest quarterly report and things are not looking great. It looks...Narrative-Update • Nov 07
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.Analyseartikel • Oct 19
If EPS Growth Is Important To You, Camurus (STO:CAMX) Presents An Opportunity
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Narrative-Update • Sep 04
Global Expansion And Regulatory Approvals Will Transform Healthcare Delivery
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.Analyseartikel • Jun 10
Should You Be Adding Camurus (STO:CAMX) To Your Watchlist Today?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Analyseartikel • May 23
There May Be Underlying Issues With The Quality Of Camurus' (STO:CAMX) Earnings
Last week's profit announcement from Camurus AB (publ) ( STO:CAMX ) was underwhelming for investors, despite headline...Analyseartikel • May 08
There's No Escaping Camurus AB (publ)'s (STO:CAMX) Muted Revenues Despite A 27% Share Price Rise
Camurus AB (publ) ( STO:CAMX ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...Analyseartikel • Mar 09
Camurus AB (publ)'s (STO:CAMX) Popularity With Investors Is Under Threat From Overpricing
There wouldn't be many who think Camurus AB (publ)'s ( STO:CAMX ) price-to-sales (or "P/S") ratio of 19.2x is worth a...
Neues Narrative • Dec 30
Buvidal And Brixadi Expansion To Fuel Revenue Growth And Boost Profit Margins
Strong R&D pipeline and successful regulatory progress signal future revenue growth from new treatments entering various markets.Analyseartikel • Dec 07
Camurus AB (publ)'s (STO:CAMX) P/S Is On The Mark
You may think that with a price-to-sales (or "P/S") ratio of 19x Camurus AB (publ) ( STO:CAMX ) is a stock to...Analyseartikel • Nov 15
Investors Can Find Comfort In Camurus' (STO:CAMX) Earnings Quality
The market for Camurus AB (publ)'s ( STO:CAMX ) shares didn't move much after it posted weak earnings recently. We...Analyseartikel • Nov 10
Camurus AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Investors in Camurus AB (publ) ( STO:CAMX ) had a good week, as its shares rose 2.5% to close at kr615 following the...Analyseartikel • Aug 09
What Camurus AB (publ)'s (STO:CAMX) P/S Is Not Telling You
Camurus AB (publ)'s ( STO:CAMX ) price-to-sales (or "P/S") ratio of 24.3x might make it look like a sell right now...Analyseartikel • Jul 19
Earnings Miss: Camurus AB (publ) Missed EPS By 11% And Analysts Are Revising Their Forecasts
Last week, you might have seen that Camurus AB (publ) ( STO:CAMX ) released its second-quarter result to the market...Analyseartikel • Jul 12
We Ran A Stock Scan For Earnings Growth And Camurus (STO:CAMX) Passed With Ease
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | SEK 678m |
| Mar 31 2026 | n/a | n/a | SEK 682m |
| Dec 31 2025 | SEK 13m | SEK 8m | SEK 736m |
| Sep 30 2025 | n/a | n/a | SEK 782m |
| Jun 30 2025 | n/a | n/a | SEK 718m |
| Mar 31 2025 | n/a | n/a | SEK 548m |
| Dec 31 2024 | SEK 36m | SEK 7m | SEK 428m |
| Sep 30 2024 | n/a | n/a | SEK 266m |
| Jun 30 2024 | n/a | n/a | SEK 223m |
| Mar 31 2024 | n/a | n/a | SEK 450m |
| Dec 31 2023 | SEK 12m | n/a | SEK 431m |
| Sep 30 2023 | n/a | n/a | SEK 460m |
| Jun 30 2023 | n/a | n/a | SEK 408m |
| Mar 31 2023 | n/a | n/a | SEK 115m |
| Dec 31 2022 | SEK 10m | SEK 6m | SEK 56m |
| Sep 30 2022 | n/a | n/a | SEK 28m |
| Jun 30 2022 | n/a | n/a | -SEK 13m |
| Mar 31 2022 | n/a | n/a | -SEK 69m |
| Dec 31 2021 | SEK 10m | SEK 6m | -SEK 90m |
| Sep 30 2021 | n/a | n/a | -SEK 142m |
| Jun 30 2021 | n/a | n/a | -SEK 156m |
| Mar 31 2021 | n/a | n/a | -SEK 128m |
| Dec 31 2020 | SEK 10m | SEK 5m | -SEK 167m |
| Sep 30 2020 | n/a | n/a | -SEK 174m |
| Jun 30 2020 | n/a | n/a | -SEK 216m |
| Mar 31 2020 | n/a | n/a | -SEK 284m |
| Dec 31 2019 | SEK 8m | SEK 5m | -SEK 290m |
Vergütung im Vergleich zum Markt: FredrikDie Gesamtvergütung ($USD1.34M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt Swedish ($USD1.60M).
Entschädigung vs. Einkommen: FredrikDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Fredrik Tiberg (63 yo)
23.6yrs
Amtszeit
SEK 12,773,000
Vergütung
Mr. Fredrik Tiberg has been Independent Director of Amniotics AB (publ) since 2021. He has been the Chief Executive Officer and President of Camurus AB (publ) since 2003. Mr. Tiberg serves as Chief Executi...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 23.6yrs | SEK 12.77m | 2.59% SEK 952.2m | |
| Chief Financial Officer | 1.1yrs | keine Daten | keine Daten | |
| Vice President of Technical Operations | 1.2yrs | keine Daten | 0.00042% SEK 154.3k | |
| Vice President of Investor Relations | 11.6yrs | keine Daten | keine Daten | |
| VP of Legal & Group General Counsel | 2.6yrs | keine Daten | keine Daten | |
| Chief Corporate Development Officer | less than a year | keine Daten | keine Daten | |
| Global Head of Human Resources | 5.3yrs | keine Daten | 0.027% SEK 9.9m | |
| Senior Vice President of R&D | no data | keine Daten | 0.027% SEK 9.9m | |
| Chief Business Development Officer | 7.6yrs | keine Daten | 0.068% SEK 24.8m | |
| Chief Commercial Officer | 10.2yrs | keine Daten | 0.039% SEK 14.4m | |
| Chief Medical Officer | 3.2yrs | keine Daten | 0.0017% SEK 617.3k | |
| President of Camurus Inc | no data | SEK 350.00k | 0.0017% SEK 617.3k |
4.3yrs
Durchschnittliche Betriebszugehörigkeit
59yo
Durchschnittliches Alter
Erfahrenes Management: CAMXDas Führungsteam des Unternehmens gilt als erfahren (4.3 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 24.6yrs | SEK 12.77m | 2.59% SEK 952.2m | |
| Independent Director | 5.3yrs | SEK 435.00k | keine Daten | |
| Independent Chairman of the Board | 16.6yrs | SEK 905.00k | 0.17% SEK 63.1m | |
| Independent Director | 3.3yrs | SEK 550.00k | 0.0010% SEK 374.8k | |
| Independent Director | 1.3yrs | SEK 475.00k | keine Daten | |
| Independent Director | 1.3yrs | SEK 450.00k | 0.0021% SEK 771.7k | |
| Director | 4.3yrs | SEK 450.00k | 0.0052% SEK 1.9m | |
| Independent Director | 6.3yrs | SEK 450.00k | 0.0071% SEK 2.6m |
4.8yrs
Durchschnittliche Betriebszugehörigkeit
62yo
Durchschnittliches Alter
Erfahrener Vorstand: CAMXDie Vorstandsmitglieder gelten als erfahren (4.8 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/17 10:01 |
| Aktienkurs zum Tagesende | 2026/08/14 00:00 |
| Gewinne | 2026/06/30 |
| 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
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung 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
Camurus AB (publ) wird von 12 Analysten beobachtet. 8 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 |
|---|---|
| Kristofer Liljeberg-Svensson | Carnegie Investment Bank AB |
| Gonzalo Artiach Castanon | Danske Bank |
| Kristofer Liljeberg-Svensson | DNB Carnegie |