Camurus（CAMX）株式概要
Camurus AB (publish)は、ヨーロッパ、アフリカ、中東、北米、アジアにおいて、重篤な慢性疾患の治療薬の開発・販売を行っているバイオ医薬品企業である。 詳細
報酬
リスク分析
CAMX リスクチェックを通過した。
CAMX Community Fair Values
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Analyst Price Targets
LO
Lou_Basenese
Community ContributorUS$7.6FV • 75.3% 割安 内在価値ディスカウント
5022.2%Revenue growth p.a.
3.7k
23
2
55
Camurus AB (publ) 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | SEK 531.00 |
| 52週高値 | SEK 754.50 |
| 52週安値 | SEK 430.80 |
| ベータ | 0.45 |
| 1ヶ月の変化 | 9.80% |
| 3ヶ月変化 | -20.45% |
| 1年変化 | -15.98% |
| 3年間の変化 | 112.23% |
| 5年間の変化 | 162.22% |
| IPOからの変化 | 704.55% |
最新ニュース
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).
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.
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).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).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).Recent updates
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).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.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).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).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).These Analysts Just Made A Sizeable Downgrade To Their Camurus AB (publ) (STO:CAMX) EPS Forecasts
Feb 18
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).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).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.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).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).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.Camurus AB (publ)'s (STO:CAMX) Intrinsic Value Is Potentially 69% Above Its Share Price
Dec 08CAMX: 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.Analysts Have Just Cut Their Camurus AB (publ) (STO:CAMX) Revenue Estimates By 11%
Nov 19Here's What Analysts Are Forecasting For Camurus AB (publ) (STO:CAMX) Following Its Earnings Miss
Nov 09CAMX: 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.If EPS Growth Is Important To You, Camurus (STO:CAMX) Presents An Opportunity
Oct 19Global 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.Should You Be Adding Camurus (STO:CAMX) To Your Watchlist Today?
Jun 10There May Be Underlying Issues With The Quality Of Camurus' (STO:CAMX) Earnings
May 23There's No Escaping Camurus AB (publ)'s (STO:CAMX) Muted Revenues Despite A 27% Share Price Rise
May 08Camurus AB (publ)'s (STO:CAMX) Popularity With Investors Is Under Threat From Overpricing
Mar 09
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.Camurus AB (publ)'s (STO:CAMX) P/S Is On The Mark
Dec 07Investors Can Find Comfort In Camurus' (STO:CAMX) Earnings Quality
Nov 15Camurus AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Nov 10What Camurus AB (publ)'s (STO:CAMX) P/S Is Not Telling You
Aug 09Earnings Miss: Camurus AB (publ) Missed EPS By 11% And Analysts Are Revising Their Forecasts
Jul 19We Ran A Stock Scan For Earnings Growth And Camurus (STO:CAMX) Passed With Ease
Jul 12Camurus AB (publ)'s (STO:CAMX) CEO Will Probably Have Their Compensation Approved By Shareholders
May 02Investors Appear Satisfied With Camurus AB (publ)'s (STO:CAMX) Prospects
Apr 19Camurus' (STO:CAMX) Strong Earnings Are Of Good Quality
Feb 22With EPS Growth And More, Camurus (STO:CAMX) Makes An Interesting Case
Feb 17株主還元
| CAMX | SE Pharmaceuticals | SE 市場 | |
|---|---|---|---|
| 7D | -1.1% | -1.6% | -1.9% |
| 1Y | -16.0% | -18.6% | 11.0% |
業界別リターン: CAMX過去 1 年間で-18.6 % の収益を上げたSwedish Pharmaceuticals業界を上回りました。
リターン対市場: CAMXは、過去 1 年間で11 % のリターンを上げたSwedish市場を下回りました。
価格変動
| CAMX volatility | |
|---|---|
| CAMX Average Weekly Movement | 9.0% |
| Pharmaceuticals Industry Average Movement | 8.1% |
| Market Average Movement | 6.6% |
| 10% most volatile stocks in SE Market | 13.0% |
| 10% least volatile stocks in SE Market | 3.8% |
安定した株価: CAMX 、 Swedish市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CAMXの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1991 | 285 | Fredrik Tiberg | www.camurus.com |
バイオ医薬品企業であるCamurus AB (publish)は、欧州、アフリカ、中東、北米、アジアにおいて、重篤な慢性疾患治療薬の開発・商業化を行なっている。同社は、オピオイド依存症および慢性疼痛治療用のブプレノルフィン注射剤Buvidalと、オピオイド使用障害治療用のBrixadiを提供している。また、慢性疼痛治療薬CAM2038、先端巨大症治療薬として第III相臨床試験を完了し、消化管膵神経内分泌腫瘍治療薬として第III相臨床試験を実施中で、多嚢胞性肝疾患治療薬として第II相臨床試験を実施中のCAM2029、肺動脈性肺高血圧症治療薬として第I相臨床試験を実施中で、レイノー現象治療薬として第II相臨床試験を実施中のCAM2043を提供している。さらに、前立腺癌治療薬として第Ⅱ相臨床試験中のCAM2032、遺伝性肥満症治療薬として第Ⅲ相臨床試験中のCAM4072、代謝性疾患治療薬として第Ⅰ相臨床試験中のCAM2056、内分泌疾患治療薬として第Ⅰ相臨床試験中のCAM4071、化学療法誘発性悪心・嘔吐治療薬として第Ⅰ相臨床試験中のCAM2047を開発中である。また、オピオイド使用障害治療薬CAM2038の開発を目的としたブレイバーン・ファーマシューティカルズ社、様々な希少遺伝性肥満症治療薬CAM4072の開発を目的としたリズム・ファーマシューティカルズ社、ニューブリッジ・ファーマシューティカルズ社とも戦略的パートナーシップを結んでいる。Camurus AB（publ）は1991年に設立され、スウェーデンのルンドに本社を置いている。
Camurus AB (publ) 基礎のまとめ
| CAMX 基礎統計学 | |
|---|---|
| 時価総額 | SEK 31.73b |
| 収益（TTM） | SEK 735.57m |
| 売上高(TTM) | SEK 2.27b |
43.1x
PER（株価収益率14.0x
P/SレシオCAMX は割高か？
公正価値と評価分析を参照収益と収入
| CAMX 損益計算書（TTM） | |
|---|---|
| 収益 | SEK 2.27b |
| 売上原価 | SEK 156.14m |
| 売上総利益 | SEK 2.11b |
| その他の費用 | SEK 1.37b |
| 収益 | SEK 735.57m |
直近の収益報告
Dec 31, 2025
次回決算日
May 12, 2026
| 一株当たり利益（EPS） | 12.31 |
| グロス・マージン | 93.11% |
| 純利益率 | 32.47% |
| 有利子負債／自己資本比率 | 0% |
CAMX の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/05/02 15:48 |
| 終値 | 2026/04/30 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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
Camurus AB (publ) 8 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。10
| アナリスト | 機関 |
|---|---|
| Kristofer Liljeberg-Svensson | Carnegie Investment Bank AB |
| Gonzalo Artiach Castanon | Danske Bank |
| Kristofer Liljeberg-Svensson | DNB Carnegie |