Cosmo Pharmaceuticals recently reported successful Phase III results for its Clascoterone 5% solution in male hair loss and secured European Commission marketing authorization, via its partner Glenmark Pharmaceuticals, for Winlevi (clascoterone 10 mg/g cream) to treat acne vulgaris across 17 countries.
Together, these milestones suggest Cosmo is extending the reach of its clascoterone franchise across two large dermatology indications, potentially reinforcing its position as an innovation-focused specialty pharma player.
We’ll now examine how Clascoterone’s Phase III success in male hair loss could reshape Cosmo Pharmaceuticals’ existing investment narrative in dermatology.
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To own Cosmo Pharmaceuticals, you need to believe its focused pipeline in dermatology and GI can translate into durable, partnered revenue streams despite pricing pressure and clinical risk. The successful Phase III data for Clascoterone 5% in male hair loss potentially elevates dermatology to a more central growth driver in the near term, while also increasing exposure to regulatory and execution risk around upcoming US and EU filings.
The European Commission approval of Winlevi across 17 countries is especially relevant here, as it moves one of Cosmo’s key dermatology assets from regulatory risk into the commercial phase. This shift may lessen earlier concerns about EMA uncertainty for Winlevi, but it also brings new focus to how effectively partners like Glenmark can ramp sales and secure pricing in cost conscious healthcare systems.
Yet while clascoterone’s progress is encouraging, investors should also be aware of the growing pressure on drug pricing and the potential impact on…
Read the full narrative on Cosmo Pharmaceuticals (it’s free!)
Cosmo Pharmaceuticals’ narrative projects €272.7 million revenue and €116.1 million earnings by 2028. This requires 14.4% yearly revenue growth and about a €56.1 million earnings increase from €60.0 million today.
Uncover how Cosmo Pharmaceuticals’ forecasts yield a CHF98.59 fair value, a 8% upside to its current price.
SWX:COPN Community Fair Values as at Dec 2025
Seven fair value estimates from the Simply Wall St Community span roughly CHF 87 to over CHF 1,016, showing just how far opinions can stretch. Against that backdrop, the emerging clascoterone franchise and its regulatory milestones could materially influence how you think about Cosmo’s future earnings power and risk balance.
Explore 7 other fair value estimates on Cosmo Pharmaceuticals – why the stock might be worth just CHF87.47!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include COPN.SW.
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