View ValuationSandoz Group 将来の成長Future 基準チェック /26Sandoz Group利益と収益がそれぞれ年間16.9%と5.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.8% 17.1%なると予測されています。主要情報16.9%収益成長率17.11%EPS成長率Pharmaceuticals 収益成長13.5%収益成長率5.2%将来の株主資本利益率17.82%アナリストカバレッジGood最終更新日03 Jul 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jul 01Sandoz Group AG Receives US FDA File Acceptances for Generic Tirzepatide Autoinjector ApplicationsSandoz Group AG received US FDA file acceptances for generic tirzepatide autoinjector applications. Proposed generic tirzepatide was developed in-house by Sandoz. Applications address same indications covered by reference medicines, including type-2 diabetes and weight management. The ANDAs seek approval for an in-house Sandoz generic version of the tirzepatide autoinjector, a generic gastric inhibitory polypeptide receptor and glucagon-like peptide-1 (GLP-1) receptor agonist. Both applications, which were filed under the FDA's generic pathway, address all indications of the reference medicines, Mounjaro and Zepbound. For Mounjaro, this would be as an adjunct to diet and exercise to improve glycemic control in adults and paediatric patients 10 years of age and older with type 2 diabetes mellitus. For Zepbound, this would be in combination with a reduced-calorie diet and increased physical activity, to reduce excess body weight and maintain weight reduction long term in obese or overweight adults in the presence of at least one weight-related comorbid condition and to treat moderate to severe obstructive sleep apnea (OSA) in adults with obesity for weight management. Subject to FDA approval, Sandoz tirzepatide could be one of the first generic tirzepatide products available for patients in the US on market formation. Generic tirzepatide was developed in-house at Sandoz, combining the Company's expertise in small molecule and device development with its biosimilar expertise for advanced techniques. The GLP-1 treatment area represents a long-term market opportunity, complementing the broader growth outlook for biosimilar and generic medicines. Reference medicines with a combined value of more than USD 650 billion are expected to lose patent protection over the next decade. Sandoz is developing a competitive GLP-1 pipeline across key global markets, addressing each opportunity with a mix of internal capabilities and strategic external partnerships across development and manufacturing. Sandoz is committed to helping millions of patients access critical and potentially life-changing medicines sustainably and affordably, with a leading global portfolio comprising 1,300 quality generics and a further 400 generic assets in various stages of development.お知らせ • May 16Sandoz Group AG Confirms European Commission Approval for Biosimilars Bysumlog® (Insulin Lispro) and Dazparda® (Insulin Aspart), Strengthening Position in DiabetesSandoz Group AG confirms that the European Commission has granted marketing authorisation for Bysumlog (insulin lispro) and Dazparda (insulin aspart). The two biosimilar insulins, for injection in prefilled pens, are developed by Gan & Lee Pharmaceuticals. Bysumlog is approved for the treatment and initial stabilisation of diabetes mellitus in adults and children1, while Dazparda is approved for the treatment of diabetes mellitus in adults, adolescents and children aged one year or more . Both biosimilar insulins have equivalent efficacy and comparable safety to their respective reference medicines, Humalog® and NovoRapid® . Following these approvals, Bysumlog and Dazparda have the potential to increase competition, improve affordability and expand access to insulin treatment options for millions of people living with diabetes across Europe. Diabetes is a chronic condition that occurs when either the pancreas does not produce enough insulin, a hormone that regulates blood glucose, or when the body cannot effectively use the insulin it produces. The disease and its complications can cause blindness, kidney failure, heart attacks, stroke and lower-limb amputation in some patients . An estimated 66 million adults aged 20–79 in Europe live with diabetes and this is projected to rise by 10% to 72 million by 2050, with related healthcare expenditure approaching USD 200 billion . Sandoz entered into an agreement with Gan & Lee in December 2018 to commercialise biosimilar versions of the insulins aspart, lispro and glargine. Under the terms of the agreement, Sandoz will commercialise in Europe and other key territories around the world, while Gan & Lee is responsible for development, manufacturing and supply. The approvals contribute to the continued Sandoz leadership and pioneering legacy in biosimilars, dating back to the introduction of the first biosimilar in 2006. They underscore the company’s commitment to help millions of patients access biologic medicines sustainably and affordably through a global portfolio of 13 biosimilars, supported by an industry-leading pipeline. They further strengthen the Sandoz position in diabetes, while representing another step towards the overall strategic objective of capitalising on a projected approximately USD 320 billion biosimilar market opportunity over the next 10 years .Board Change • May 14High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Chairman Gilbert Ghostine is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.業績と収益の成長予測BMV:SDZ N - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202813,3311,8941,5962,2241312/31/202712,7251,6871,3341,9971412/31/202612,1281,3647251,5201412/31/202511,1579148361,594N/A9/30/202510,8725715481,272N/A6/30/202510,587227259950N/A3/31/202510,486114168803N/A12/31/202410,384N/A76656N/A9/30/202410,248-4-28581N/A6/30/202410,111-8-133506N/A3/31/202410,04535-195434N/A12/31/20239,97977-258362N/A9/30/20239,770345136664N/A6/30/20239,561613530966N/A3/31/20239,4347316791,095N/A12/31/20229,3068488281,223N/A12/31/20219,6789081,0001,354N/A12/31/20209,6584628131,098N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: SDZ Nの予測収益成長率 (年間16.9% ) は 貯蓄率 ( 9% ) を上回っています。収益対市場: SDZ Nの収益 ( 16.9% ) はMX市場 ( 9.3% ) よりも速いペースで成長すると予測されています。高成長収益: SDZ Nの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: SDZ Nの収益 ( 5.2% ) MX市場 ( 6.4% ) よりも低い成長が予測されています。高い収益成長: SDZ Nの収益 ( 5.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: SDZ Nの 自己資本利益率 は、3年後には低くなると予測されています ( 17.8 %)。成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/05 04:34終値2026/05/13 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sandoz Group AG 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。36 アナリスト機関Emily FieldBarclaysJames GordonBarclaysSidhartha ModiBarclays33 その他のアナリストを表示
お知らせ • Jul 01Sandoz Group AG Receives US FDA File Acceptances for Generic Tirzepatide Autoinjector ApplicationsSandoz Group AG received US FDA file acceptances for generic tirzepatide autoinjector applications. Proposed generic tirzepatide was developed in-house by Sandoz. Applications address same indications covered by reference medicines, including type-2 diabetes and weight management. The ANDAs seek approval for an in-house Sandoz generic version of the tirzepatide autoinjector, a generic gastric inhibitory polypeptide receptor and glucagon-like peptide-1 (GLP-1) receptor agonist. Both applications, which were filed under the FDA's generic pathway, address all indications of the reference medicines, Mounjaro and Zepbound. For Mounjaro, this would be as an adjunct to diet and exercise to improve glycemic control in adults and paediatric patients 10 years of age and older with type 2 diabetes mellitus. For Zepbound, this would be in combination with a reduced-calorie diet and increased physical activity, to reduce excess body weight and maintain weight reduction long term in obese or overweight adults in the presence of at least one weight-related comorbid condition and to treat moderate to severe obstructive sleep apnea (OSA) in adults with obesity for weight management. Subject to FDA approval, Sandoz tirzepatide could be one of the first generic tirzepatide products available for patients in the US on market formation. Generic tirzepatide was developed in-house at Sandoz, combining the Company's expertise in small molecule and device development with its biosimilar expertise for advanced techniques. The GLP-1 treatment area represents a long-term market opportunity, complementing the broader growth outlook for biosimilar and generic medicines. Reference medicines with a combined value of more than USD 650 billion are expected to lose patent protection over the next decade. Sandoz is developing a competitive GLP-1 pipeline across key global markets, addressing each opportunity with a mix of internal capabilities and strategic external partnerships across development and manufacturing. Sandoz is committed to helping millions of patients access critical and potentially life-changing medicines sustainably and affordably, with a leading global portfolio comprising 1,300 quality generics and a further 400 generic assets in various stages of development.
お知らせ • May 16Sandoz Group AG Confirms European Commission Approval for Biosimilars Bysumlog® (Insulin Lispro) and Dazparda® (Insulin Aspart), Strengthening Position in DiabetesSandoz Group AG confirms that the European Commission has granted marketing authorisation for Bysumlog (insulin lispro) and Dazparda (insulin aspart). The two biosimilar insulins, for injection in prefilled pens, are developed by Gan & Lee Pharmaceuticals. Bysumlog is approved for the treatment and initial stabilisation of diabetes mellitus in adults and children1, while Dazparda is approved for the treatment of diabetes mellitus in adults, adolescents and children aged one year or more . Both biosimilar insulins have equivalent efficacy and comparable safety to their respective reference medicines, Humalog® and NovoRapid® . Following these approvals, Bysumlog and Dazparda have the potential to increase competition, improve affordability and expand access to insulin treatment options for millions of people living with diabetes across Europe. Diabetes is a chronic condition that occurs when either the pancreas does not produce enough insulin, a hormone that regulates blood glucose, or when the body cannot effectively use the insulin it produces. The disease and its complications can cause blindness, kidney failure, heart attacks, stroke and lower-limb amputation in some patients . An estimated 66 million adults aged 20–79 in Europe live with diabetes and this is projected to rise by 10% to 72 million by 2050, with related healthcare expenditure approaching USD 200 billion . Sandoz entered into an agreement with Gan & Lee in December 2018 to commercialise biosimilar versions of the insulins aspart, lispro and glargine. Under the terms of the agreement, Sandoz will commercialise in Europe and other key territories around the world, while Gan & Lee is responsible for development, manufacturing and supply. The approvals contribute to the continued Sandoz leadership and pioneering legacy in biosimilars, dating back to the introduction of the first biosimilar in 2006. They underscore the company’s commitment to help millions of patients access biologic medicines sustainably and affordably through a global portfolio of 13 biosimilars, supported by an industry-leading pipeline. They further strengthen the Sandoz position in diabetes, while representing another step towards the overall strategic objective of capitalising on a projected approximately USD 320 billion biosimilar market opportunity over the next 10 years .
Board Change • May 14High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Chairman Gilbert Ghostine is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.