Camurus could see largest inflection point with tumor drug CAM2029, Van Lanschot Kempen says

Camurus AB

11/09/2025 14:30

** Van Lanschot Kempen deems Camurus' CAMX.ST medication in gastroentero-pancreatic neuroendocrine tumors (GEP-NETs), CAM2029, as the largest upcoming inflection point for the Swedish company; initiates the stock at "buy"

** The broker says study results expected in early 2026 could show CAM2029 is the best option available

** Because CAM2029 is absorbed by the body much better than the currently available treatment and is easy for patients to use on their own, it could become the main treatment, Van Lanschot Kempen says

** The broker sees high likelihood that the drug can be integrated as a first-line treatment option for all grade GEP-NETs

** In the near term, the broker is looking forward to further news on the FluidCrystal collaboration and licensing agreement with Eli Lilly LLY.N and the first data from the phase 1 study with once-monthly semaglutide CAM2056 in obesity

** Out of six analysts that cover the stock, five rate it "strong buy"/"buy", and one rates it "hold"

 (Reporting by Marta Frackowiak)

 ((marta.frackowiak@thomsonreuters.com))