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Globe and Mail
3 days ago
- Business
- Globe and Mail
Cosmo Delivers Strong Performance in H1 2025, Raises Full-Year EBITDA Guidance and Accelerates Recurring Revenue Growth Across AI and Dermatology
Ad hoc announcement pursuant to Art. 53 LR EBITDA guidance raised by €4.5M as Cosmo executes on its Vision 2030 strategy; H1 Recurring Revenues from GI Genius™ up 128%, Winlevi® up 23%; Investors Call today at 2 pm CET. Dublin, Ireland--(Newsfile Corp. - July 23, 2025) - Cosmo Pharmaceuticals N.V. (SIX: COPN), a global leader in AI-powered healthcare and specialty pharma, today reported strong half-year results for 2025, underscoring the Company's strategic execution, commercial momentum, and capital discipline across its key growth platforms. On the back of robust performance in H1 2025, Cosmo has raised its full-year EBITDA guidance by €4.5 million and reconfirmed its total revenue outlook for 2025, while confirming double-digit growth in recurring revenues – driven by its leading products and technologies in MedTech AI and Dermatology. H1 2025 Highlights Cosmo delivered strong financial and operational performance in the first half of 2025, with strong momentum in GI Genius™ and Winlevi®, continued cost discipline, and a strong balance sheet. Total Revenues: €51.7 million €41.9 million in recurring revenues €9.8 million in project-based revenues Growth Drivers: GI Genius™ recurring revenues: +128% YoY Winlevi® recurring revenues: +23% YoY Operating Expenses: €57.8 million Cost of Sales: €25.6 million (+10% YoY) R&D: €18.0 million (–6% YoY) SG&A: €14.3 million (–13% YoY) Cash, Equivalents, and Investments: €133.3 million as of June 30, 2025 Treasury Shares: 1.6 million shares held as of June 30, 2025 (~€97.7 million), an increase of 76.2K shares vs. December 31, 2024 H2 2025 Outlook Cosmo expects continued momentum in the second half of 2025, with: Recurring revenues: €43 – 48 million Continued triple digit growth from GI Genius®, double digit growth from Winlevi® and steady growth from Gastro and CDMO business. Increased R&D spending to advance Phase II programs for Bile Acid Diarrhoea and Distal Ulcerative Colitis. Continued SG&A discipline to drive margin expansion Strategic Context Cosmo operates at the intersection of high-growth global markets — AI in endoscopy, Dermatology, Gastrointestinal diseases, and advanced Drug Manufacturing. Each of these sectors is fuelled by large, persistent clinical unmet needs: In MedTech AI, Cosmo's GI Genius™ is redefining detection and diagnostic accuracy in real time. In Dermatology, Winlevi® is the first new acne mechanism of action in decades. In Gastroenterology, Cosmo's Phase II pipeline addresses conditions like Bile Acid Diarrhoea and distal ulcerative colitis. In CDMO, Cosmo supports global pharmaceutical partners with advanced formulation, regulatory, and sterile manufacturing expertise. What makes Cosmo unique is its ability to scale innovation across all four businesses — leveraging common R&D infrastructure, regulatory know-how, Artificial Intelligence, Digital capabilities, and manufacturing excellence. This integrated model is designed to unlock operational leverage, reduce time-to-market, and drive compounding long-term growth. Giovanni Di Napoli, Chief Executive Officer of Cosmo, commented: 'These results validate our strategy: we are scaling impact across high-need therapeutic areas with real momentum. What sets Cosmo apart is our ability to operate as one company with four powerful platforms: AI-powered MedTech, next-generation Dermatology, GI innovation, and high-value CDMO. These aren't isolated businesses, they reinforce each other, creating a scalable ecosystem with clinical, operational, and financial synergies. We're not just growing — we're compounding. And this is just the beginning of our 2030 vision.' Svetlana Sigalova, Chief Financial Officer of Cosmo, added: 'Our first-half results reflect strong execution, continued growth in recurring revenues, and prudent financial management. We remain disciplined in controlling costs and investing where it matters most. With a solid balance sheet and clear capital priorities, we're well positioned to support Cosmo's long-term growth and deliver on our 2030 ambition.' Analyst, media and investors call today at 2 pm CET Cosmo invites investors, financial analysts and business/life sciences journalists to a live webcast presentation which will follow today at 2:00 pm CET. To join via Web browser, click here To join via phone, please use one of the following dial-in numbers: Switzerland/Europe +41 (0) 58 310 50 00 United Kingdom +44 (0) 207 107 06 13 United States +1 (1) 631 570 56 13 Key figures EUR 1'000 H1 2025 H1 2024 (restated) Income statement Revenue 51,720 136,237 Recurring Revenues 41,925 42,379 Project Based Revenues 9,795 93,858 [1] Cost of sales (25,571) (23,150) Gross profit 26,149 113,087 Other income 4,701 1,122 R&D costs (17,997) (19,137) SG&A costs (14,264) (16,323) Net operating expenses (27,560) (34,338) Operating profit/(loss) (1,411) 78,749 Net financial income 741 1,794 Profit/(loss) before taxes (670) 80,543 Profit/(loss) after taxes for the period (2,030) 71,177 EBITDA 4,852 84,868 Statement of financial position As of 30 June 2025 As of 31 December 2024 Non-current assets 423,104 444,514 Cash and cash equivalents 50,749 44,296 Other current assets 136,477 157,962 Liabilities 143,354 141,681 Equity attributable to owners of the Company 460,239 498,330 Non-controlling interests 6,737 6,761 Equity ratio (%) 75.4% 77.0% Shares H1 2025 H1 2024 (restated) Weighted average number of shares 15,970,541 16,105,126 Earnings/(loss) per share (in EUR) (0.126) 4.423 The full Half-Year 2025 Report of Cosmo can be found for download as pdf-document on the Company's website via About Cosmo Cosmo is a life sciences company focused on MedTech AI, dermatology, gastrointestinal diseases, and contract development and manufacturing (CDMO). We design, develop, and manufacture advanced solutions that address critical medical needs and raise the standard of care. Our technologies are trusted by leading global pharmaceutical and MedTech companies and reach patients and healthcare providers around the world. Guided by our purpose - Building Health Confidence - our mission is to empower patients, healthcare professionals, and partners by innovating at the intersection of science and technology. Founded in 1997, Cosmo is headquartered in Dublin, Ireland, with offices in San Diego (USA), and in Lainate, Rome, and Catania (Italy). For more information, visit Financial calendar Attachments PDF - English
Yahoo
29-01-2025
- Business
- Yahoo
3 Reasons to Buy Medtronic Stock Like There's No Tomorrow
Shares of Medtronic (NYSE: MDT) are off to a fantastic start in 2025, already rising by 13% year to date. The medical devices giant had some weakness in recent years amid disappointing trends from its diabetes segment, but it appears to have finally turned the corner with its increasingly diversified operating profile. Medtronic is capturing demand for its cutting-edge solutions, as recent product launches emerge to drive new growth. With the stock still trading at 26% below its 2021 peak, there's a sense that the current rally is just beginning. Here are three reasons Medtronic stock may make a great addition to your portfolio right now. Medtronic is renowned for revolutionizing healthcare through groundbreaking innovations, from pioneering the first implantable cardiac pacemakers to developing state-of-the-art minimally invasive surgical tools. Through its four core operating segments -- cardiovascular, neuroscience, medical-surgical, and diabetes care -- the company continues to cement its position as a global leader in medical technologies. What's particularly exciting in 2025 is Medtronic's embrace of artificial intelligence (AI) capabilities across its portfolio. The company is integrating machine learning and automation into several different applications. The GI Genius intelligent endoscopy module stands out as a prime example, revolutionizing colonoscopy procedures with AI-powered polyp detection. In the surgical space, the Aible robotic surgery ecosystem leverages predictive models to develop customized patient treatment plans for complex spine and cranial procedures. And in the highly competitive diabetes care segment, the new MiniMed 780G insulin pump system employs AI algorithms to predict and automatically adjust insulin delivery based on real-time blood sugar monitoring. Ultimately, these AI-enhanced features are intended to improve patient care and deliver superior medical outcomes while helping to consolidate Medtronic's market share in its key segments. Their impact was evident in the company's results for its fiscal 2025's second quarter (which ended Oct. 25). Revenue climbed 5.3% year over year, propelling an 8% increase in adjusted earnings per share (EPS). Beyond those otherwise modest headline numbers, perhaps the bigger story is the operating outlook. Over the past year, Medtronic has secured more than 120 regulatory approvals globally for new products, many of which are just starting to gain commercial adoption. The pipeline suggests a runway for even stronger trends. There's a lot to like about Medtronic, which is well-positioned to capitalize on several secular tailwinds within the healthcare sector. Themes, such as an aging global population and increased spending on treating chronic diseases, support a positive long-term outlook for the company. Management is guiding for full-year organic revenue growth between 4.75% and 5% in fiscal 2025, with strength across its key segments. The company's EPS target range of $5.44 to $5.50 represents a 10.5% increase at the midpoint from the fiscal 2024 result. What's particularly encouraging is that the company has hiked these estimates in each of the last two quarters, with comments from management projecting confidence for the momentum to continue. Another better-than-expected quarterly report, when the company releases its third-quarter results in late February, could serve as a catalyst for shares to rally higher. Perhaps the best reason Medtronic makes for a compelling investment is that the stock looks like a bargain, trading at a forward price-to-earnings (P/E) ratio of just 16. This level is deeply discounted compared to its medtech peer group -- including companies like Abbott Laboratories, Stryker, Boston Scientific, Edwards Lifesciences, and GE HealthCare Technologies -- which have an average forward P/E closer to 27: Given Medtronic's trend toward more profitable growth, I believe the stock is undervalued; there's room for the valuation gap with its peers to narrow as results over the next few quarters reaffirm its improved long-term outlook. The stock also now offers a 3.1% dividend yield, making it an attractive high-quality income idea. With its AI-powered innovations gaining traction, improving financial performance, and attractive valuation metrics, Medtronic is a smart idea for long-term investors who have diversified portfolios. I'm bullish, and predict shares of Medtronic will outperform in 2025. 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The Motley Fool has a disclosure policy. 3 Reasons to Buy Medtronic Stock Like There's No Tomorrow was originally published by The Motley Fool Sign in to access your portfolio
