When we think of the future of healthcare, we tend to imagine medical robots, gene therapies and big pharma dominating the market. However, in the shadows, companies like $FAGR (-1.31%) are transforming an essential area that is much closer to home: personalized pharmacy.

Fagron is a world leader in magistral formulation, i.e., the preparation of drugs tailored to the specific needs of each patient. This model does not compete with big pharma, but fills the gaps that the traditional industry cannot fill: allergies, special doses, innovative therapies and individualized treatments.

🔹 Today.

Fagron is already present in more than 30 countries, works with thousands of pharmacies and hospitals, and generates solid cash flow. Its growth is supported by demographic (aging population), regulatory (more demand for safe and personalized treatments) and technological (automation and digitization of pharmacies) trends.

🔹 In 6 to 10 years.

We can imagine Fagron as an even more relevant player on three fronts:

🧬 Personalized medicine: as genomics and AI enable more precise diagnostics, individualized formulation will be the norm, not the exception.

🌎 Global expansion: especially in emerging markets, where demand for tailored pharmaceutical solutions is huge.

💊 Technological innovation: robotized pharmacies, more efficient supply chains and digital solutions for doctors and patients.

In this scenario, Fagron could go from being seen as a discrete small/mid cap to consolidating itself as an absolute leader in a rapidly expanding niche. The question is not whether it will grow, but how fast and by what margins.

📌 My vision: a decade from now, talking about Fagron will be talking about a pillar in personalized medicine. A small company today, but with a future that could be huge.