Ireland's Cosmo Pharmaceuticals misses 2025 revenue expectations

Cosmo NV

12/01/2026 06:15

Overview

Life sciences firm's 2025 revenue missed analyst expectations

Company's cash position exceeded company's guidance, enabling strategic expansion

Company advanced AI-enabled MedTech platforms, including GI Genius and Winlevi

Outlook

Cosmo plans European commercial launch of Winlevi® in H1 2026

Company expects 12-month safety data for Clascoterone 5% in spring 2026

Cosmo aims to expand GI Genius™ with new AI applications in 2026

Result Drivers

RECURRING REVENUES - Cosmo's revenue growth was driven by a 15% increase in recurring revenues, mainly from GI Genius™ and Winlevi®

GI GENIUS™ EXPANSION - The rollout of GI Genius™ Module 300 progressed smoothly, reinforcing its scalability and readiness for clinical deployment

WINLEVI® GLOBAL EXPANSION - Winlevi® obtained regulatory approvals in several countries, expanding its global footprint

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Miss
EUR 104 mln
EUR 149 mln (3 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the pharmaceuticals peer group is "buy"

Wall Street's median 12-month price target for Cosmo Pharmaceuticals NV is CHF116.00, about 7% above its January 9 closing price of CHF108.40

The stock recently traded at 48 times the next 12-month earnings vs. a P/E of 24 three months ago

Press Release: ID:nNFC6BM8zz

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)