$CAMX (-1,8 %)

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/

Hello my dears,

Investors like to take the P/E ratio as the price of a share for profitable shares.

P/E ratio: The P/E ratio, the price/earnings ratio, is a profitability ratio that is calculated as part of the stock analysis. The P/E ratio expresses the multiple of the annual profit at which a share is valued on the stock exchange.

Alternatively, the KCV is also used

KCV: The KCV (price/cash flow ratio) describes the relationship between the price of a share and the cash flow per share. The share price is divided by the cash flow per share. The interpretation is comparable to that of a P/E ratio (price/earnings ratio).

Using the example of my last purchase $CAMX (-1,8 %) Camurus

we can clearly see how the price (P/E ratio) will/has been reduced by 2027.

From 78.32 last year to the current 47.03

(Since the stock market almost always prices in the future, I am using the 3-year performance here, which was 203%).

This shows how well the price reduction is reflected in the performance (demand).

As in the supermarket, a price reduction also increases demand. Unless the product is not convincing, has expired or has other weaknesses.

In contrast to the supermarket, however, we have the advantage on the stock exchange that price reductions / price increases are more transparent over the next few years.

The difference on the stock market, however, is that we buy the product well before the price reduction. This is because we are making a bet on rising prices. Assuming that the price reduction will have an impact on performance.

(As we have seen in the example of Camurus).

We leave the product where the price will rise over the next few years on the shelf.

As the price (P/E ratio) of Camurus will be reduced to 16.05 by 2027, I bought the product. On the assumption that the price cuts will have an impact on demand (performance/price).

However, additional price reductions can always occur. This happens due to events such as: bad quarterly figures, bad news, 🍊 etc.

Such special offers are often an opportunity to buy more.

As a rule, falling prices (P/E ratios) are caused by rising profits. And rising prices logically come from falling profits.

This is one reason why I mainly invest in growth stocks.

That sounds as if the stock market is actually quite simple. And growth stocks are a guarantee for rising prices.

But it's not quite that simple.

Because the 🐻blues are on every corner.

My dears,

I look forward to your feedback and additions.

Have I forgotten anything?

@EpsEra

Hello my dears,

the love @yngfinn has asked me how I find shares. I would like to share my answer with you.

@yngfinn

Hello my dear,

as I have enough positions in my portfolio at the moment, I am no longer looking so intensively for new companies. I don't trade and am more long-term oriented.

My approach is quite different.

By sector:

I often look at which sectors and areas are currently on the move. Or what the areas of the future are, such as robotics, defense and aerospace, AI, etc.

But I also look at which sectors and countries in my portfolio are undervalued.

Or also in which sectors I see a need to catch up because they have been driven down unjustifiably. Like the healthcare sector, for example 🍊.

I watch reports and documentaries. Like exploring the oceans and seas. And discovering Kraken Robotic $PNG (-1,17 %) and Norbit $NORBT (+2 %) .

https://getqu.in/Ey45a0/

After Powel's speech on Friday, for example, it would now make sense to look for real estate and homebuilders. Like Buffet did with his stock Dr. Horten $DHI (+0,3 %) .

Unfortunately, the ongoing wars show the importance of drones and drone defense.

But also the increasing importance in agriculture (I have already written a post about this).

https://getqu.in/SdXvMm/

In the end, my choice here was $AVAV (-3,74 %) AeroVironment. And the contract manufacturer $KIT (+2,25 %) Kitron.

In the future-oriented robotics sector, I don't really want to invest in overvalued stocks such as $TSLA (-3,51 %) Tesla or the contract manufacturer $JBL (-3,31 %) Jabil. I see Japan as very innovative here. As shown by $7012 (-4,94 %) Kawasaki shows. This is how I discovered the blade supplier $6481 (-0,85 %) THK (there was a post from me about this).

https://getqu.in/fZudqX/

By country:

When Iran attacked Israel, I took advantage of the dip and picked Israeli stocks.

For example, I discovered Gilat $GILT (-1,84 %) for example.

But as a long-term investor, I still see the USA in the lead. I also like to take a look at small and mid caps.

But I also often look at countries that are not quite so much in focus. Scandinavia or Italy.

I have found $LTMC (-1,23 %) Lottomatica and $CAMX (-1,8 %) Camurus.

I often only look at the companies by momentum from the various indices in these countries.

By company:

I also often look at which companies are currently the stars on the stock market. Like Rheinmetall, for example, but then I don't go into the overvalued shares, but look for suppliers, i.e. blade suppliers. That's how I came across Kitron $KIT (+2,25 %) for example. Kitron as a contract manufacturer for the defense sector.

Or when Novo Nordisk was still a star, I discovered the Novo supplier $YPSN (+0,12 %) discovered.

Nvidia supplier $HY9H (-0,31 %) sk Hynix.

Where is the capex of the companies going?

Based on this question, I came across the AI infrastructure companies $IESC (-3,39 %) IES Holding and $VRT (-4,91 %) Vertiv.

The weakness of one company makes other companies strong.

The weakness of Boeing makes $AIR (+0,11 %) and $ERJ (-0,41 %) strong. That's how I came across Embraer and $MTX (+0,13 %) MTU.

https://getqu.in/4hiSbt/

Research and reports, such as on coinbase $COIN (-1,42 %) (CAUTION never buy based on a story).

https://getqu.in/OIiwhP/

Good company figures with a growth story could also be a reason. As for example with $GILD (-0,13 %) Gilead.

https://getqu.in/iF8BDY/

Takeover fantasies:

Takeover rumors usually mean that the share price of the company to be taken over rises.

As was the case with $AWE (+1,43 %) Alphawave was the case.

https://getqu.in/1NPNWI/

Or with Iveco $IVG (-0,03 %)

https://getqu.in/WJnLFp/

https://getqu.in/VnK4Xk/

CAUTION: Something can always go wrong here and send the share price plummeting.

I experienced this myself with i robot when the UK did not agree to a takeover by Amazon.

No matter in which area. My approach is usually to pick out the momentum stocks. I then look at the multiples, news, order situation and, of course, the company.

Compounders and long-term runners:

In my core, I only invest in quality stocks with a moat.

Here it makes sense not to buy at the ATH, but on the dip.

Multiples:

What is important to me with multiples:

-profitable company, or in the next year

Profitable.

Preferably double-digit profit growth with a falling P/E ratio.

-Percentage profit growth is higher than sales growth.

-good and rising EbiT margin.

-PEG below or around 1

-increasing free cash flow taking into account capex.

My dears,

I hope my brief summary of my approach perhaps offers you a little added value.

Please let me know in the comments.

Suggestions for improvement are also welcome. 😘😘

$CAMX (-1,8 %)

Hello my dears,

Camurus has just arrived.

I was thrilled to see that profits have doubled. And that the already good EbiT margin can be increased by a further 10%. As a result, the P/E ratio has halved and the PEG is a good 0.50.

Today's breakout from the prolonged sideways movement has encouraged me to buy.

https://aktie.traderfox.com/visualizations/SE0007692850/EI/camurus-ab

What does Camurus do?

Camurus is a biopharmaceutical company based in Sweden. The company specializes in the development and marketing of pharmaceuticals based on proprietary formulation technologies.

Camurus focuses on the treatment of chronic diseases and addictions. The company's approach is to develop longer-acting drug formulations in order to improve patient compliance and reduce the number of doses.

Camurus offers a range of products in various therapeutic areas, including pain management, oncology and endocrinology. The company strives to provide solutions that improve patients' quality of life and optimize clinical outcomes.

On June 3, 2025, the Swedish biopharmaceutical company Camurus and the US pharmaceutical group Eli Lilly announced a comprehensive collaboration and license agreement. The aim of this partnership is the development and global commercialization of long-acting incretin therapeutics.

Camurus Q2 2025: Record sales and profit with expansion of the product portfolio/s

https://de.investing.com/news/company-news/camurus-q2-2025-rekordumsatz-und-gewinn-bei-erweiterung-des-produktportfoliosn-93CH-3070249