Camurus purchased: strong sales and profit growth, high margins, pipeline provides additional upside.

Many thanks to @Tenbagger2024 for your great ideas and inspiration.

$CAMX (-0,13 %)
$GUBRA (+2,26 %)

Ladies and gentlemen, I remain invested in Camurus.

The two Scandinavian biotech companies Camurus and Gubra are pooling their expertise. An exclusive cooperation and license agreement has been signed with the aim of developing a long-acting therapeutic option for the treatment of hypoparathyroidism, an underactive parathyroid gland.

This research and development program combines Gubra's parathyroid hormone (PTH) analog, developed using its proprietary peptide discovery platform "streaMLine", with Camurus' FluidCrystal technology to enable prolonged, patient-friendly dosing, according to a press release.

"Given the promising initial development data, we look forward to this collaboration combining Gubra's strengths in drug discovery and preclinical expertise with Camurus' technology, late-stage development capabilities and commercialization expertise," said Markus Johnsson, Senior Vice President R&D at Camurus.

Under the terms of the agreement, Camurus will develop and commercialize the product, while Gubra has the option to co-finance the development of the product. Gubra will in turn receive staggered license fees based on the level of financial participation.

CONCLUSION

Gubra has partnered another asset from its development pipeline at a relatively early stage. This clearly speaks for the Danes' strong expertise in drug discovery. With Camurus, the company has gained an excellent partner from Lund, Sweden, which also has a highly interesting technology platform to offer. Both stocks continue to be excellent long-term portfolio additions for speculative investors.

$CAMX (-0,13 %)
$NOVO B (+0,51 %)

Hello my dears,

For those who are already disappointed with the Danish 🇩🇰 Novo. I would like to remind you once again of the Swedish 🇸🇪 Camurus.

$CAMX (-0,13 %)

Here, too, I remain invested. @Multibagger

The obesity market continues to be one of the hottest areas in the biopharma sector - not least due to the bidding war between Pfizer and Novo Nordisk for Metsera. Recently, the focus of development has shifted to other parameters in addition to absolute weight reduction over a certain period of time. The Swedish company Camurus could contribute to this.

The company, which has its roots in the Swedish University of Lund, has its innovative FluidCrystal technology. The Scandinavians have designed the platform's approach for a long-lasting release of active ingredients. This enables effective treatment over longer periods of time with a single injection.

Camurus has now demonstrated this potential with the administration of semaglutide (Novo Nordisk's active ingredient contained in Ozempic and Wegovy). The substance CAM2056 was designed in such a way that in the long term only one monthly administration of semaglutide is necessary. Otherwise, the much-cited "weight loss injection" must be administered weekly.

The study showed that semaglutide administered as two biweekly starting doses, followed by two monthly doses, was well tolerated until the highest starting dose was reached. Particularly exciting: the results of the phase 1b study show a weight reduction of 9.3 percent with CAM2056 compared to 5.2 percent with weekly semaglutide administered on day 85.

"We are very pleased with the Phase 1b data, which show that CAM2056 is well tolerated and produces a dose-dependent reduction in body weight and A1c that matches or exceeds that observed with weekly semaglutide," summarized Camurus CEO Fredrik Tiberg. "The study data suggest that CAM2056 enables rapid dose titration without compromising tolerability, while allowing convenient monthly dosing. Further evaluation of CAM2056 is planned in an upcoming Phase 2b study."

Conclusion

Camurus once again demonstrates the platform potential of its FluidCrystal technology. The Swedes are already working with Eli Lilly in this area, while Novo Nordisk is relying on the expertise of Danish company Ascendis Pharma. Irrespective of this, Camurus can help to extend dosing intervals and reduce the inconvenience of injections. In the opinion of the AKTIONÄR, the potential of the Swedes in this area is clearly underestimated. Courageous investors should buy (stop: 47 euros).

https://www.deraktionaer.de/artikel/pharma-biotech/aktionaer-tipp-camurus-gamechanger-im-adipositas-markt-kurssprung-20390010.html

$CAMX (-0,13 %) I will remain invested here as well.

Oczyesa is now available for patients with acromegaly in Germany.

First once-monthly, subcutaneous octreotide treatment

Developed for self-administration and effective disease control

Lund, Sweden - November 3, 2025 - Camurus (NASDAQ STO: CAMX) today announced the launch of Oczyesa in Germany, the first country in the EU to do so. Oczyesa® , an octreotide depot preparation for subcutaneous administration, is approved for maintenance treatment in adults with acromegaly who have responded to and tolerated treatment with somatostatin analogs.¹

"We are pleased to announce that Oczyesa is now available for patients with acromegaly following marketing authorization by the European Commission," said Fredrik Tiberg, President and CEO and CSO of Camurus. "The drug enables sustained disease control and can be self-administered using an auto-injector. This improves the patient's quality of life and satisfaction with the treatment. Oczyesa will initially be launched in Germany; the market launch in other EU countries is planned."

An estimated 70,000 people in the EU live with acromegaly.

"There remains a significant unmet medical need for patients with acromegaly. They are often faced with a high treatment burden and a reduced quality of life," says Prof. Günter Stalla, Head of Medicover Neuroendocrinology in Munich. "Oczyesa offers a welcome new alternative that combines effective disease control with easy self-administration. This empowers patients and helps to optimize health resources."

Full article at the link ⬇️

https://news.cision.com/camurus-ab/r/camurus-launches-long-acting-oczyesa--for-the-treatment-of-acromegaly,c4260001

Hello my dears,

At the end of the month there was another rebalancing at "Tenbagger Holding".

The two companies that will be taken over next year have now been sold at a profit.

$IVG (+0,43 %) Iveco and $AWE Alphawave.

I have noticed that there has been hardly any movement in the share price for weeks. And that's why I want to use the capital for new investments at the end of the year.

One new addition already took place yesterday.

Once again, we are going to the USA, with one foot in the future-oriented sector of "quantum technology". Through the investment in $FEIM (-4,11 %) Frequency Electronics Inc.

Many will now be thinking "Why buy at an all-time high? For me, an ATH is a sign of strength. And in the past, I have often not found the entry point for such shares by waiting. For me, Frequency is a long-term investment, and with quantum technology we are only at the beginning.

If there is another correction, I will buy more.

There was also an additional purchase in $CAMX (-0,13 %) Camurus. I see pent-up demand in the pharmaceutical sector. And anyone who knows me knows that I go for the small but mighty.

Ladies and gentlemen, what do you think of the sale of the two takeover candidates?

Was it perhaps a mistake and should I have waited a little longer? Should I have waited for the price to improve? Or was it right to redeploy the capital at the end of the year?

By the way $IRBT (+0 %) iRobot in terms of the takeover. When the company was to be taken over by Amazon, the EU did not give its approval at the end. And the gamble ended up in a dead stock.

What do you think of my investment in Frequency Electronics? @EpsEra

I look forward to many comments.

Frequency Electronics, Inc. (FEI) was founded in 1961 and is a public company headquartered in Long Island, New York. FEI is traded on the NASDAQ Stock Exchange under the symbol FEIM. The Geschäftsführung of the company is managed by Dr. Thomas McClelland managed by

FEI and its subsidiaries are major global providers of precision time and frequency (PT&F) products for ground, sea, air and space terminals and platforms used by commercial and government/military system suppliers. For more information on our Fähigkeiten finden Sie unter diesem Link.

The company has four wholly owned subsidiaries Tochtergesellschaften. FEI Communications Inc. and FEI Government Systems Inc. are located in Mitchel Field, New York; FEI-Zyfer Inc. based in Garden Grove, California; and FEI-Elcom Tech Inc. headquartered in Northvale, New Jersey.

The company looks back on eine lange Geschichte and has evolved from a defense contract manufacturer to a high-tech provider of precision timing and frequency products used to synchronize voice, data and video transmissions in wireless communications systems. More Informationen zum Werden eines Anbieters finden Sie unter diesem Link.

FEI and its subsidiaries support the United States government with custom time and frequency solutions and products for defense and space applications.

Über uns - Frequency Electronics

$CAMX (-0,13 %) My dears, perhaps this little dip is a good opportunity. I remain invested.

Camurus fights the US drug crisis with innovative medicines

Camurus is at the forefront of the fight against the drug crisis in the US, which is characterized by the alarming rise in overdoses from synthetic opioids such as fentanyl. With its advanced FluidCrystal® technology, Camurus enables long-lasting drug release, which increases treatment efficacy and improves patient compliance. Studies show that Buvidal blocks the subjective effects of opioids from the very first dose and reduces the desire for further opioids.

Federal Minister of the Interior Alexander Dobrindt: "The drug business is the most dangerous field of organized crime. The numbers of cocaine and synthetic drugs are rising dramatically. Our investigators come across laboratories that produce tons of drugs in just a few weeks. And the smugglers are adapting: New routes, new methods, new brutality. This is not a marginal problem, it is a threat to our children, our society and our rule of law. We will tackle this with all our might - with stricter laws, tougher controls and consistent access to the criminals' money.

https://www.presseportal.de/blaulicht/pm/7/6144353

Hello my dears,

September is over.

That's why I'd like to give you a little overview of the month.

Tops: 📉

$INOD (-0,66 %)
$APP (-1,94 %)
$MU (-0,67 %)
$GILT (+8,52 %)
$PNG (+1,51 %)
$AVAV (-1,15 %)
$ASML (+2,26 %)

Flops: 📈

$UFPT (-4,92 %)
$CAMX (-0,13 %)
$TDG (+0,96 %)
$CMG (+1,09 %)
$TTEK (-0,69 %)
$CPRT (-0,42 %)
$CSU (-0,47 %)

It was noticeable in September that there were a lot of long runners and compounders among the flops. For this reason, I am relaxed for the time being and will stick to the values.

📉

My overall portfolio closed the month up 8.64 %.

$EQQQ (+0,17 %) NASDAQ 100. +4.81 %

$IWDA (+0,12 %) MSCI World. +2,62 %

$CAMX (-0,13 %)

Hello folks,

I remain invested. Perhaps this is a good time for interested parties to get in.

You can find information about the company in my post under the share.

https://getqu.in/dnwES6/

https://getqu.in/dnwES6/

In the long term, the takeover would strengthen the company's position in the market. And synergies and efficiency. I see cost savings through the pooling of resources, expertise and optimized processes.

The Swedish biotechnology company Camurus is reportedly in talks to acquire its US partner Braeburn Pharma. The deal would give the company full control of its opioid use disorder (OUD) product.

Several media outlets have reported that Lund-based Camurus is interested in regaining the rights to Brixadi (buprenorphine) in the large US market, more than a decade after it licensed the product to Braeburn there.

Brixadi is an extended-release subcutaneous injection - suitable for weekly and monthly use - that was approved by the FDA in 2023 for the treatment of moderate to severe OUD in patients already being treated with an oral (transmucosal) buprenorphine-containing product.

Since then, the product has made headway in the US - a large market for OUD therapies, as tens of thousands of lives continue to be lost each year due to an epidemic of opioid abuse there - and has put pressure on competing drugs.

That includes Indivior's Sublocade, which last year failed to reach its goal of $1 billion in annual sales for the drug as Brixadi gained momentum.

Camurus - which sells the drug in other markets under the name Buvidal - reported that Brixadi would take 25% of the long-acting buprenorphine segment by the end of 2024 and generate sales of SEK954 million ($103 million) outside the US in the first six months of this year, an increase of 28%.

While privately held Braeburn does not release financial results to provide insight into US sales, Camurus said its royalties on the drug had doubled to around $17.5 million in the first half of the year. The acquisition of Braeburn would allow Camurus to realize the full sales potential of the product. Some analysts believe that sales could exceed the one billion dollar mark per year.

Indivior announced in July that Sublocade had grown by 9% to 209 million US dollars after a decline in sales in the first quarter. The company raised its forecast for the full year to between 765 and 785 million US dollars. The company has reduced staff and cut costs in order to provide resources for the development of the Sublocade business in the USA.

Neither Camurus nor Braeburn commented on the acquisition rumors, and the speculation did not include an estimate of the financial nature of the deal, assuming it goes through.

https://moderndiplomacy.eu/2025/09/12/big-pharma-deal-swedish-camurus-to-acquire-us-braeburn/

https://pharmaphorum.com/news/rumour-mill-has-camurus-buying-partner-braeburn

$CAMX (-0,13 %)

Hello my dears,

I have just invested and am sticking with it.

Lund, Sweden - August 28, 2025 - Camurus (NASDAQ STO: CAMX) today announced that the UK Medicines and Healthcare products Regulatory Agency (MHRA) has granted marketing authorization for Oczyesa ®, a subcutaneous octreotide depot, for maintenance treatment in adult patients with acromegaly who have responded to and tolerated treatment with somatostatin analogues.1

" Oczyesa, the first subcutaneous octreotide treatment for monthly administration, has demonstrated effective and sustained control of acromegaly and can be self-administered by patients using an auto-injection pen, " says Fredrik Tiberg, President & CEO, CSO at Camurus. " Camurus plans to launch the treatment in the UK in the fourth quarter of 2025. "

The MHRA's marketing authorization of Oczyesa is based on the results of a comprehensive clinical program comprising seven clinical trials, including two Phase 3 trials under the ACROINNOVA program.

Oczyesa is manufactured using Camurus' proprietary FluidCrystal® technology. The product is designed for convenient subcutaneous self-administration once monthly using a pre-filled autoinjector pen with a concealed thin needle.

Oczyesa received marketing authorization in the EU from the European Commission on June 30, 2025.

Information about acromegaly can be found at the link ⬇️

https://www.camurus.com/media/press-releases/2025/camurus-announces-approval-of-oczyesa-for-the-treatment-of-acromegaly-in-the-uk/