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Camurus AB (publ)Informe acción OM:CAMX

Capitalización bursátil SEK 31.7b
Precio de las acciones
SEK 525.50
SEK 930
43.5% infravalorado descuento intrínseco
1Y3.8%
7D3.1%
1D
Valor de la cartera
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Camurus AB (publ)

Informe acción OM:CAMX

Capitalización de mercado: SEK 31.7b

Camurus (CAMX) Resumen de Acciones

Camurus AB (publ), empresa biofarmacéutica, desarrolla y comercializa medicamentos para enfermedades graves y crónicas en Europa, África, Oriente Medio, Norteamérica y Asia. Saber más

Análisis fundamental de CAMX
Puntuación del snowflake
Valoración5/6
Crecimiento futuro6/6
Rendimiento pasado4/6
Salud financiera6/6
Dividendos0/6

CAMX Community Fair Values

Create Narrative

See what 60 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Camurus AB (publ)

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Camurus
Precios históricos de las acciones
Precio actual de la acciónSEK 525.50
Máximo en las últimas 52 semanasSEK 754.50
Mínimo de 52 semanasSEK 430.80
Beta0.50
Cambio en 1 mes-7.56%
Variación en 3 meses-1.31%
Cambio de 1 año3.75%
Variación en 3 años82.34%
Variación en 5 años158.23%
Variación desde la OPV696.21%

Noticias y actualizaciones recientes

Artículo de análisis 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...
Artículo de análisis 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...
Actualización de narrativa 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).

Recent updates

Artículo de análisis 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...
Artículo de análisis 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...
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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).
Artículo de análisis 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...
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
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Nueva narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis May 02

Camurus AB (publ)'s (STO:CAMX) CEO Will Probably Have Their Compensation Approved By Shareholders

Key Insights Camurus to hold its Annual General Meeting on 8th of May CEO Fredrik Tiberg's total compensation includes...
Artículo de análisis Apr 19

Investors Appear Satisfied With Camurus AB (publ)'s (STO:CAMX) Prospects

There wouldn't be many who think Camurus AB (publ)'s ( STO:CAMX ) price-to-sales (or "P/S") ratio of 15.9x is worth a...
Artículo de análisis Feb 22

Camurus' (STO:CAMX) Strong Earnings Are Of Good Quality

Camurus AB (publ)'s ( STO:CAMX ) earnings announcement last week was disappointing for investors, despite the decent...

Rentabilidad de los accionistas

CAMXSE PharmaceuticalsMercado SE
7D3.1%2.7%1.9%
1Y3.8%-8.2%12.3%

Rentabilidad vs. Industria: CAMX superó a la industria Swedish Pharmaceuticals, que obtuvo un rendimiento del -8.2% el año pasado.

Rentabilidad vs. Mercado: CAMX obtuvo unos resultados inferiores a los del mercado Swedish, que fueron del 12.3% el año pasado.

Volatilidad de los precios

Is CAMX's price volatile compared to industry and market?
CAMX volatility
CAMX Average Weekly Movement5.8%
Pharmaceuticals Industry Average Movement7.7%
Market Average Movement6.3%
10% most volatile stocks in SE Market13.2%
10% least volatile stocks in SE Market3.7%

Precio estable de las acciones: CAMX no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Swedish.

Volatilidad a lo largo del tiempo: La volatilidad semanal de CAMX (6%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
1991274Fredrik Tibergwww.camurus.com

Camurus AB (publ), empresa biofarmacéutica, desarrolla y comercializa medicamentos para enfermedades graves y crónicas en Europa, África, Oriente Medio, Norteamérica y Asia. La empresa ofrece Buvidal, una inyección de buprenorfina para el tratamiento de la dependencia de opiáceos y el dolor crónico; y Brixadi para tratar el trastorno por consumo de opiáceos. También ofrece CAM2038 para el tratamiento del dolor crónico; CAM2029, que completó ensayos clínicos de fase III para el tratamiento de la acromegalia, y ensayos clínicos de fase III para tratar tumores neuroendocrinos gastroenteropancreáticos, así como en ensayo clínico de fase II para tratar enfermedades hepáticas poliquísticas; y CAM2043 que está en ensayo clínico de fase I para el tratamiento de la hipertensión arterial pulmonar, así como en ensayo clínico de fase II para tratar el fenómeno de Raynaud.

Resumen de fundamentos de Camurus AB (publ)

¿Cómo se comparan los beneficios e ingresos de Camurus con su capitalización de mercado?
Estadísticas fundamentales de CAMX
Capitalización bursátilSEK 31.70b
Beneficios(TTM)SEK 682.13m
Ingresos (TTM)SEK 2.24b
46.0x
Ratio precio-beneficio (PE)
14.0x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de CAMX
IngresosSEK 2.24b
Coste de los ingresosSEK 154.01m
Beneficio brutoSEK 2.09b
Otros gastosSEK 1.40b
BeneficiosSEK 682.13m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

Jul 15, 2026

Beneficios por acción (BPA)11.42
Margen bruto93.13%
Margen de beneficio neto30.45%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado CAMX a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 21:41
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Camurus AB (publ) está cubierta por 10 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Kristofer Liljeberg-SvenssonCarnegie Investment Bank AB
Gonzalo Artiach CastanonDanske Bank
Kristofer Liljeberg-SvenssonDNB Carnegie