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Cosmo N.V.SWX:COPN Stock Report

Market Cap CHF 1.2b
Share Price
CHF 75.50
CHF 87.47
13.7% undervalued intrinsic discount
1Y42.2%
7D-1.2%
Portfolio Value
View

Cosmo N.V.

SWX:COPN Stock Report

Market Cap: CHF 1.2b

Cosmo (COPN) Stock Overview

A life sciences company, develops and manufactures pharmaceuticals and contracts for gastroenterology, dermatology, and health tech in Ireland and internationally. More details

COPN fundamental analysis
Snowflake Score
Valuation3/6
Future Growth5/6
Past Performance0/6
Financial Health4/6
Dividends2/6

COPN Community Fair Values

Create Narrative

See what 72 others think this stock is worth. Follow their fair value or set your own to get alerts.

Cosmo N.V. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Cosmo
Historical stock prices
Current Share PriceCHF 75.50
52 Week HighCHF 129.40
52 Week LowCHF 51.00
Beta1.48
1 Month Change-17.40%
3 Month Change-34.58%
1 Year Change42.18%
3 Year Change46.60%
5 Year Change-12.72%
Change since IPO238.57%

Recent News & Updates

Narrative 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.
Narrative 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.
Narrative 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).
Narrative 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).

Recent updates

Narrative 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.
Narrative 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.
Narrative 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).
Narrative 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).
Narrative 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).
Narrative 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).
Narrative 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.
Narrative 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).
Narrative 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).
Narrative 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.
Narrative 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.
Analysis Article 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...
Narrative 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.
Narrative 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.
User avatar
New Narrative 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.
Analysis Article 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.
New Narrative 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 expande
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...

Shareholder Returns

COPNCH PharmaceuticalsCH Market
7D-1.2%1.3%0.3%
1Y42.2%30.8%6.9%

Return vs Industry: COPN exceeded the Swiss Pharmaceuticals industry which returned 27.6% over the past year.

Return vs Market: COPN exceeded the Swiss Market which returned 6.8% over the past year.

Price Volatility

Is COPN's price volatile compared to industry and market?
COPN volatility
COPN Average Weekly Movement7.1%
Pharmaceuticals Industry Average Movement5.0%
Market Average Movement4.6%
10% most volatile stocks in CH Market8.4%
10% least volatile stocks in CH Market2.5%

Stable Share Price: COPN's share price has been volatile over the past 3 months compared to the Swiss market.

Volatility Over Time: COPN's weekly volatility (7%) has been stable over the past year, but is still higher than 75% of Swiss stocks.

About the Company

FoundedEmployeesCEOWebsite
1997325Giovanni Di Napoliwww.cosmohealthconfidence.com

Cosmo N.V., a life sciences company, develops and manufactures pharmaceuticals and contracts for gastroenterology, dermatology, and health tech in Ireland and internationally. The company offers GI Genius, a computer-assisted system that uses artificial intelligence in real time to detect colorectal lesions; Winlevi, a prescription medicine used on the skin to treat acne vulgaris; Lialda/Mezavant/Mesavancol, a once-daily mesalamine tablet approved to help get active, mild to moderate ulcerative colitis into remission; Uceris/Cortiment, an oral tablet formulation that delivers budesonide directly to the lumen of the colon; Eleview, an injectable composition to allow endoscopists with excision of gastrointestinal lesions; Lumeblue, a diagnostic drug for the visualisation of colorectal lesions during colonoscopies; Aemcolo/Rifamycin, a pharmaceutical drug product in form of tablets that is approved for the treatment of travelers’ diarrhoea; and Clascoterone, which is in phase-3 clinical trial for the treatment of male pattern hair loss. It is also developing novel UC treatment, which is in phase-2 clinical trial for the treatment of distal inflammatory bowel disease/distal ulcerative colitis/proctitis; BAD Treatment (CB-01-33), which is in phase-2 clinical trial for the treatment of colesevelam formulation/bile acid diarrhea; and CB-03-10, which is in phase-1 clinical trial for the treatment of oncology solid tumors, as well as provides Cosmo’s AI technology, a GI Genius intelligent endoscopy system.

Cosmo N.V. Fundamentals Summary

How do Cosmo's earnings and revenue compare to its market cap?
COPN fundamental statistics
Market capCHF 1.22b
Earnings (TTM)-CHF 3.31m
Revenue (TTM)CHF 95.50m
12.8x
P/S Ratio
-369.6x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
COPN income statement (TTM)
Revenue€104.17m
Cost of Revenue€53.62m
Gross Profit€50.56m
Other Expenses€54.16m
Earnings-€3.61m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

Jul 20, 2026

Earnings per share (EPS)-0.22
Gross Margin48.53%
Net Profit Margin-3.46%
Debt/Equity Ratio0.06%

How did COPN perform over the long term?

See historical performance and comparison

Dividends

2.5%
Current Dividend Yield
-929%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/12 04:50
End of Day Share Price 2026/05/12 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Cosmo N.V. is covered by 11 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Estelle BétriseyBerenberg
Laura HindleyBerenberg
Kerry HolfordBerenberg