How Investors Are Reacting To Camurus (OM:CAMX) Launching Self-Administered Acromegaly Therapy in Germany

• Camurus recently announced the launch of Oczyesa®, a long-acting octreotide subcutaneous depot for maintenance treatment of adult acromegaly patients, now made available for the first time in Germany following European Commission marketing authorization.
• This marks the introduction of a self-administered therapy for acromegaly in the EU, potentially improving patient convenience and satisfaction while reflecting regulatory momentum for innovative treatments.
• We’ll now consider how the EU debut of Oczyesa and its self-administration feature may reshape Camurus’s future business outlook.

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Camurus Investment Narrative Recap

Camurus's investment case is built on the expectation of continued revenue expansion from long-acting therapies and further market access wins. The EU launch of self-administered Oczyesa introduces a convenient treatment for acromegaly, contributing positively to short-term growth catalysts; however, risks such as pricing and reimbursement hurdles in Germany and other markets remain in focus and have not changed materially following the news.

Among recent announcements, the July 2025 European Commission approval of Oczyesa is especially relevant, as it enabled this first-in-EU launch. This regulatory milestone underpins confidence in ongoing product launches and strengthens the company’s path to broader geographical expansion in chronic disease segments.

Yet, amid promising developments, investors should also be aware of ongoing risks around potential funding delays and market access hurdles, particularly in Germany, where reimbursement policies could influence future performance...

Read the full narrative on Camurus (it's free!)

Camurus' outlook forecasts SEK6.5 billion in revenue and SEK3.6 billion in earnings by 2028. This is based on a projected 42.1% annual revenue growth rate and a SEK2.88 billion earnings increase from current earnings of SEK718.4 million.

Uncover how Camurus' forecasts yield a SEK832.17 fair value, a 33% upside to its current price.

Exploring Other Perspectives

Four individual fair value estimates from the Simply Wall St Community span SEK832 to SEK1,412 per share, illustrating wide divergence in growth forecasts. With reimbursement challenges persisting for new products, you may want to explore how differing access assumptions shape expectations for Camurus.

Explore 4 other fair value estimates on Camurus - why the stock might be worth over 2x more than the current price!

Build Your Own Camurus Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Camurus research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Camurus research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Camurus' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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