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Globe and Mail
6 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
17-07-2025
- Health
- Yahoo
Cosmo Announces Launch of Winlevi(R) for Treatment of Acne in Singapore and Malaysia
Dublin, Ireland--(Newsfile Corp. - July 17, 2025) - Cosmo Pharmaceuticals N.V. (SIX: COPN), a global leader in AI-driven healthcare and specialty pharmaceuticals, is pleased to announce the launch of Winlevi® (clascoterone) cream 1% in Singapore and Malaysia, marking its first entry into Southeast Asia through the partnership with Hyphens Pharma International Limited ('Hyphens Pharma'). Winlevi® is a topical treatment for acne vulgaris in patients aged twelve years and older, marking a significant milestone in the commitment of both companies to providing innovative, patient-focused dermatology solutions. Winlevi® is the first topical acne treatment in over 40 years with a first-in-class mechanism of action. Its active ingredient, clascoterone, is the first commercially available topical androgen receptor inhibitor acting directly in the sebaceous glands with no systemic anti-androgen effects; as such, it can be used safely in both males and females. This approach is believed to help reduce sebum production and intervene early in acne pathogenesis. Two identical Phase III studies demonstrated that clascoterone cream 1%, applied topically twice daily for twelve weeks, was more effective than the application of vehicle cream in achieving the Investigator's Global Assessment (IGA) of success, reducing non-inflammatory lesion count (NILC) and inflammatory lesion count (ILC) in patients with facial acne vulgaris. Clascoterone cream 1% was found to be generally well tolerated. As part of the agreement signed in December 2022, Hyphens Pharma has in-licensed the product from Cosmo Pharmaceuticals for distribution across ten Southeast Asian countries (Singapore, Malaysia, Indonesia, Philippines, Vietnam, Thailand, Brunei, Cambodia, Laos and Myanmar), bringing this innovative therapy first to Singapore and Malaysia markets. Registration in other Southeast Asian markets is currently underway, with a progressive rollout planned across the region in due course. This collaboration underscores the dedication of Cosmo and Hyphens Pharma to expanding its dermatology portfolio and addressing the unmet needs of patients with acne vulgaris, a condition that affects millions of individuals worldwide and can cause both physical discomfort and psychological distress. Giovanni Di Napoli, Chief Executive Officer of Cosmo, commented: 'The launch of Winlevi® in Southeast Asia is an important step in our ongoing global expansion and directly supports our 2030 vision of driving sustainable revenue growth through strategic geographic expansion. Together with Hyphens Pharma, we are bringing a truly differentiated dermatology innovation to a rapidly growing market with increasing demand for advanced acne care. This partnership demonstrates tangible progress in executing our long-term growth strategy and underscores our shared commitment to addressing unmet medical needs while delivering meaningful impact for patients across Asia.' Lim See Wah (林世华), Executive Chairman and CEO of Hyphens Pharma, added: 'We're proud to be the first to introduce Winlevi® to Southeast Asia. Acne affects millions in the region, yet for decades, patients have had limited treatment options. This launch marks a significant advancement in acne care, our dermatology portfolio and partnership with Cosmo. We appreciate their trust in us to bring this transformative treatment to the region. Acne isn't just skin-deep – it can impact psychosocial well-being. By expanding access to Winlevi®, we aim to support doctors in their practice and empower patients to manage acne with greater confidence, improving their quality of life.' Acne vulgaris is one of the most common skin conditions, impacting more than 90% of the world's population at some point in their lives. It can have both physical and emotional consequences, affecting individuals' self-esteem and mental health. About Hyphens Pharma International Limited Hyphens Pharma International Limited and its subsidiaries (the "Group") is Singapore's leading specialty pharmaceutical and consumer healthcare group, leveraging its diverse footprint in ASEAN countries. The Group has a direct presence in Singapore, Vietnam, Malaysia, Indonesia and the Philippines, and is supplemented by a marketing and distribution network covering 15 other markets – Bangladesh, Brunei, Cambodia, Hong Kong S.A.R., Macau S.A.R., Myanmar, South Korea, Sri Lanka, Thailand and Gulf Cooperation Council countries, including Bahrain, Kuwait, Oman, Qatar, Saudi Arabia and United Arab Emirates. The Group is headquartered in Singapore, where its strategic planning, finance, regulatory affairs, research and development, legal, business development and logistics operations are based. The Group's core business comprises the following segments: Specialty Pharma Principals, Proprietary Brands, and Medical Hypermart & Digital. Besides marketing and selling a range of specialty pharmaceutical products in selected ASEAN countries through exclusive distributorship or licensing and supply agreements with brand principals mainly from Europe and the United States, the Group also develops, markets and sells its own proprietary range of dermatological products and health supplement products. In addition, the Group operates a medical hypermart for healthcare professionals, healthcare institutions and retail pharmacies, to supply pharmaceutical products and medical supplies and an online pharmacy for doctors to prescribe and have medications delivered to their patients' homes. For more information, visit 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 Half-Year 2025 Results and Report H.C. Wainwright 27th Annual Global Investment Conference, New York City, USA Jefferies Global Healthcare Conference, London, United Kingdom ODDO BHF Forum, Lyon, France July 23, 2025 September 8-10, 2025 November 17-20, 2025 January 8-9, 2026 For further information, please contact: Attachments PDF - English To view the source version of this press release, please visit Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Upturn
14-07-2025
- Business
- Business Upturn
Morgan Stanley turns selective on Indian pharma, initiates call on Sun Pharma, Lupin, DRL, CIPLA shares
By Markets Desk Published on July 14, 2025, 07:45 IST Morgan Stanley has initiated coverage on India's four largest pharmaceutical companies by market capitalization — Sun Pharma, Lupin, Dr. Reddy's Labs (DRL), and Cipla — with a broadly cautious outlook. Among them, only Sun Pharma has been rated 'Overweight', while the others are rated Equal-weight or Underweight due to sectoral headwinds and moderating earnings growth. The brokerage expects earnings growth for these large-cap pharma players to taper over FY25–27. However, strong balance sheets across the board should allow continued investment in high-potential areas such as peptides, specialty drugs, and biosimilars. Sun Pharma stands out for Morgan Stanley due to its chronic-heavy India business, strong U.S. specialty portfolio, and healthy balance sheet. The brokerage has set a target price of ₹1,960 on the stock and sees continued traction in branded products like Ilumya, Cequa, and Winlevi in the U.S. market as key drivers of profitability. Lupin has been rated Equal-weight with a target price of ₹2,096. Morgan Stanley expects a strong first half in FY26, helped by generic launches. However, it flagged potential U.S. pricing pressures as a risk in the second half, especially on key products that have limited exclusivity. Dr. Reddy's has also been rated Equal-weight, with a target price of ₹1,298. The firm is expected to face a revenue tapering from generic Revlimid, a high-margin product, in FY26. However, Morgan Stanley sees a potential upside surprise from semaglutide (a diabetes and weight-loss drug) if ramp-up occurs faster than expected. Cipla has received the most cautious outlook, rated Underweight with a target price of ₹1,400. Morgan Stanley forecasts a -2% EPS CAGR over FY25–27, citing base pressure from gRevlimid and fewer high-margin pipeline products coming through. 'FY26 is shaping up to be a transition year for India pharma majors. Portfolio mix shifts, patent cliffs, and competition risks will differentiate performance — and investors will need to be selective,' Morgan Stanley said. The brokerage emphasized that structural trends remain positive for India pharma in the long term, particularly with increasing investments in complex generics and biologics, but near-term earnings momentum may soften. Ahmedabad Plane Crash Markets Desk at
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Business Standard
20-05-2025
- Business
- Business Standard
Sun Pharma Q4 preview: Analysts expect 18% jump in profit; check details
Sun Pharma Q4 results preview: Pharmaceutical major Sun Pharmaceutical Industries is expected to report decent set of numbers in the March 2025 quarter (Q4 FY25) on the back of continued expansion of speciality products like Odomzo and Ilumya in emerging markets (EM) and the rest of the world (ROW). In addition, new product launches are expected to boost the company's leadership in branded generics in India, according to analysts. Sun Pharma Q4 results 2025 date: The company is scheduled to announce its fourth quarter results on Thursday, May 22, 2025. Sun Pharma Q4 results: Profit expectations Sun Pharma Q4 results: Revenue expectations The pharma major's revenue for the quarter under review is expected to increase 13 per cent to ₹13,550 crore, on average, as compared to ₹11,982.9 crore in the corresponding quarter of the previous fiscal. On a sequential basis, revenue is expected to remain flat compared to ₹13,675 crore in the December 2024 quarter. Brokerages expected the company's earnings before interest, tax, depreciation and amortisation (Ebitda) to increase nearly 20.5 per cent to ₹3,726 crore in Q4FY25 compared to ₹3,091.5 crore in the year-ago period. Here's how analysts expect Sun Pharma to perform in Q4 FY25: Phillip Capital: Analysts at Phillip Capital expect Sun Pharma to report 14 per cent growth in sales on account of sustained double-digit growth in US speciality, ramp up in gRevlimid sales and sustained growth in domestic formulations. The company's margins are likely to stand at 28 per cent, led by sustained momentum in Revlimid sales, US speciality business and domestic formulation, resulting in a 25 per cent increase in Ebitda. With stable operating performance, earnings are likely to grow 22 per cent on a yearly basis but decline sequentially. Nirmal Bang Institutional Equities: The domestic brokerage firm expects Sun Pharma's Q4 revenue to increase 15 per cent Y-o-Y, on the back of continuous growth in Winlevi, Ilumya, and Cequa along with ramp up of gRevlimid. The company's India business is likely to grow 11 per cent Y-o-Y, led by gains across segments. 'ROW and EMs should expand 20 per cent and 35 per cent, respectively, owing to the launch of Ilumya in China and other new products. Ebitda margin is expected to remain strong at 27.2 per cent,' the brokerage said. HDFC Securities: Analysts at HDFC Securities expect the pharma major's US generic business to grow sequentially, led by gRevlimid sales and steady Taro sales. Speciality sales are also expected to grow 10 per cent Y-o-Y. Steady gross margin and costs will lead to Ebitda margin expansion.
