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1. Company Snapshot

1.a. Company Description

Cosmo Pharmaceuticals N.V., a specialty pharmaceutical company, focuses on the development and commercialization products for gastroenterology and endoscopy worldwide.It offers Lialda/Mezavant/Mesavancol and UCERIS/Cortiment, an oral tablet formulation for remission in active, mild to moderate ulcerative colitis; GI Genius, a system that uses artificial intelligence to detect colorectal polyps; and Methylene Blue MMX, diagnostic drug to enhance pre-cancerous and cancerous detection of colorectal lesions during colonoscopy.The company also provides Eleview, an injectable composition for use in gastrointestinal endoscopic procedures for submucosal lift of polyps, adenomas, early-stage cancers, or other gastrointestinal mucosal lesions; Aemcolo/Relafalk, a pharmaceutical product used for the treatment of traveler's diarrhea, uncomplicated acute diverticulitis, minimal hepatic encephalopathy, and small intestine bacterial overgrowth; and Winlevi, an androgen receptor inhibitor for acne vulgaris.


In addition, it offers Clascoterone, an androgen receptor inhibitor that targets in the scalp and androgenetic alopecia; Rifamycin for irritable bowel syndrome with diarrhoea; ByFavo (Remimazolam), a fast-acting intravenous benzodiazepine agent for procedural sedation; CB-03-10, an oral androgen receptor antagonist for treatment against solid tumors; CB-01-33 for bile acid diarrhea; and Qolotag, a single use enema formulation.The company has a license agreement with RedHill Biopharma Ltd.; and Acacia Pharma Group plc.Cosmo Pharmaceuticals N.V. was founded in 1997 and is headquartered in Dublin, Ireland.

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1.b. Last Insights on COPN

The recent 3-month performance of Cosmo Pharmaceuticals N.V. was negatively impacted by the appointment of Federico Sommariva as Chief Legal Counsel on April 1, 2025, which may indicate a shift in the company's leadership and potentially lead to changes in its strategic direction. Additionally, the company's recent earnings release on March 6, 2025, highlighted a FY 2024 Revenue of €266.8 million, which, although reaching the upper end of guidance, may not be sufficient to offset the challenges posed by the appointment of a new Chief Legal Counsel.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Cosmo Announces Breakthrough Phase III Topline Results from Scalp 1 and Scalp 2 for Clascoterone 5% Solution in Male Hair Loss, Showing up to 539% Relative Improvement in Target-Area Hair Count vs Placebo; US and EU Submissions are Underway

Dec -03

Source: feeds.newsfilecorp.com

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Cosmo y Glenmark anuncian la autorización de comercialización de Winlevi®

Dec -01

Source: prnewswire.com

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Winlevi(R) Receives Regulatory Approval in Brazil - Expanding Global Access to a Breakthrough Acne Treatment

Nov -14

Source:

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Winlevi(R) Receives Regulatory Approval in Brazil - Expanding Global Access to a Breakthrough Acne Treatment

Nov -14

Source: feeds.newsfilecorp.com

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Cosmo's ESG Rating Upgraded by S&P Global; Strengthens Supplier Sustainability Oversight Engagement, and Italian Manufacturing Plant Awarded EcoVadis Bronze Medal

Nov -11

Source:

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Cosmo Receives CE Certification for ColonPRO EU - The Most Advanced AI Software Platform for Colonoscopy in Europe

Nov -03

Source:

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Cosmo Pharmaceuticals Receives Regulatory Approval by the European Commission for Winlevi(R) in the EU, Following on the Positive CHMP Opinion

Oct -21

Source:

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Cosmo Pharmaceuticals Announces Regulatory Approval of Winlevi(R) in South Korea

Oct -07

Source:

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (8.62%)

6. Segments

Own Products

Expected Growth: 8.5%

Cosmo Pharmaceuticals N.V.'s 8.5% growth in Own Products is driven by increasing demand for gastrointestinal and dermatology treatments, successful product launches, and strategic partnerships. Additionally, the company's focus on R&D investments, expansion into emerging markets, and efficient cost management contribute to its growth momentum.

Licence Fees, Up-front Fees and Milestones

Expected Growth: 9.27%

Cosmo Pharmaceuticals N.V.'s 9.27% growth is driven by increasing demand for its gastrointestinal and inflammatory diseases treatments, strategic partnerships, and successful product launches. Licence Fees are boosted by collaborations with pharmaceutical companies, while Up-front Fees are fueled by new agreements. Milestones are achieved through the progression of clinical trials and regulatory approvals, further enhancing revenue growth.

Generic Products, Specialty Drugs and Related Services

Expected Growth: 8.02%

Cosmo Pharmaceuticals N.V.'s 8.02% growth is driven by increasing demand for generic products, patent expirations, and strategic partnerships. Specialty drugs benefit from a strong pipeline and growing adoption in emerging markets. Related services, such as contract manufacturing, contribute to revenue growth through partnerships with pharmaceutical companies.

Royalties

Expected Growth: 8.5%

Strong sales of Cosmo Pharmaceuticals N.V.'s flagship products, particularly in the gastrointestinal and cardiovascular segments, driven by increasing demand and successful marketing strategies. Additionally, the company's strategic partnerships and licensing agreements have contributed to the growth in royalties, with a focus on expanding its product portfolio and geographic reach.

Other

Expected Growth: 8.5%

Cosmo Pharmaceuticals N.V.'s 8.5% growth is driven by increasing demand for its gastrointestinal and inflammatory bowel disease treatments, expansion into new markets, and strategic partnerships. Additionally, the company's focus on R&D and innovative products, such as its proprietary MMX technology, contributes to its growth momentum.

7. Detailed Products

Lialda

A delayed-release mesalamine tablet for the treatment of ulcerative colitis

Uceris

A rectal foam for the treatment of ulcerative colitis

Methylene Blue

A diagnostic drug for the detection of liver function

Cortiment

A budesonide tablet for the treatment of ulcerative colitis

Eleview

A pharma-cosmetic product for the treatment of skin conditions

8. Cosmo Pharmaceuticals N.V.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Cosmo Pharmaceuticals N.V. is medium due to the presence of alternative products and services in the market.

Bargaining Power Of Customers

The bargaining power of customers for Cosmo Pharmaceuticals N.V. is low due to the company's strong brand reputation and customer loyalty.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Cosmo Pharmaceuticals N.V. is medium due to the presence of multiple suppliers in the market.

Threat Of New Entrants

The threat of new entrants for Cosmo Pharmaceuticals N.V. is high due to the attractiveness of the pharmaceutical industry and the ease of entry for new companies.

Intensity Of Rivalry

The intensity of rivalry for Cosmo Pharmaceuticals N.V. is high due to the presence of many established players in the market and the high level of competition.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 0.25%
Debt Cost 3.95%
Equity Weight 99.75%
Equity Cost 9.85%
WACC 9.84%
Leverage 0.25%

11. Quality Control: Cosmo Pharmaceuticals N.V. passed 7 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Faes Farma

A-Score: 7.4/10

Value: 5.2

Growth: 5.9

Quality: 8.2

Yield: 8.1

Momentum: 8.0

Volatility: 9.0

1-Year Total Return ->

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Stock-Card
Clínica Baviera

A-Score: 6.9/10

Value: 4.1

Growth: 8.2

Quality: 8.4

Yield: 7.5

Momentum: 7.0

Volatility: 6.3

1-Year Total Return ->

View Full Report
Stock-Card
Voxel

A-Score: 6.7/10

Value: 3.6

Growth: 7.7

Quality: 6.9

Yield: 6.9

Momentum: 9.5

Volatility: 5.3

1-Year Total Return ->

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Stock-Card
Synektik

A-Score: 5.9/10

Value: 1.8

Growth: 9.8

Quality: 7.5

Yield: 5.0

Momentum: 8.5

Volatility: 3.0

1-Year Total Return ->

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Stock-Card
GSK

A-Score: 5.7/10

Value: 3.9

Growth: 2.2

Quality: 6.5

Yield: 6.9

Momentum: 7.5

Volatility: 7.3

1-Year Total Return ->

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Stock-Card
Cosmo Pharma

A-Score: 5.2/10

Value: 3.0

Growth: 8.8

Quality: 8.6

Yield: 3.1

Momentum: 3.0

Volatility: 4.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

91.4$

Current Price

91.4$

Potential

-0.00%

Expected Cash-Flows