2D·

New addition from Sweden to the Tenbagger ETF

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

21 Comentários

Memo0606@Memo0606

good luck but buying a share at the ATH always scares me

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Jürgen@Creek

@Memo0606 Buying stocks that are currently doing well is scary. Buying shares that have just fallen 10% ... but usually costs even more money :)

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All-in-or-nothing@All-in-or-nothing

@Memo0606 and for some stocks, the ATHs of today 10 years later are simply the fantastically low entry prices of 10 years ago Jahren🤷🏼‍♂️

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Tenbagger2024@Tenbagger2024

@Memo0606
Using momentum shouldn't scare you.
Look at how many have bought PayPal, LVMH etc. Because they thought they were cheap.
And now they're down big time.
It happened to me with LVMH.
Look at how many people are now down on Novo. Because they didn't take the momentum into account.

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Tenbagger2024@Tenbagger2024

@Memo0606
I also buy growth stocks at the ATH where the story is right.
With value stocks that are at the bottom, there is often something going on that you as a small investor have often not even noticed.

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Jakobi@Jakobi

@Tenbagger2024
You've found an exciting company! Thanks for the presentation.
The analysts' estimates seem very aggressive to me at first glance. Does the management also have its own guidance? How is the market they are in growing?

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Tenbagger2024@Tenbagger2024

@Jakobi
My dear, I am very pleased about your interest.
Here is a report on a specific area of the portfolio.

https://www.investor-verlag.de/aktien-und-aktienhandel/camurus-hoffnungstraeger-im-kampf-gegen-die-opioidkrise/

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Jakobi@Jakobi

@Tenbagger2024 "Camurus estimates the market potential at over 1 billion US dollars with a market capitalization of just under 3.3"

They currently have a turnover of around 198 million. Their new target market is 1 billion. The Mcap is USD 3 billion.

An exciting starting position in itself, but I think Mcap is pricing this in heavily. Plus the risk that the pipeline (future growth) could weaken + competition from other manufacturers.

Too many uncertain factors for me. Pharma is known to be punished harshly by the market if the pipeline does not perform as hoped. You can fall enormously from a P/S of 20. With the company guidance for 2027, I still arrive at a KUVe 2027 of 8.9. Not quite as high.

Great company. But I don't think it's a no-brainer anymore at this price

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Tenbagger2024@Tenbagger2024

@Jakobi
Well, let's see where the journey takes us.
Some things are still in the pipeline.
And opioids are only one area.
With growth of 100%, the technology sector has completely different P/E ratios and P/E ratios.

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Tenbagger2024@Tenbagger2024

@Jakobi
$EXEL I also find it interesting and less risky.
Maybe something more for you.
I find these small niches more interesting than the big pharmaceutical companies

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Jakobi@Jakobi

@Tenbagger2024 thanks, I'll keep an eye on it towards the weekend. Overall, however, health is already a high priority for me

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Tirol@Tirol

Sounds tempting, I'll take a closer look at it

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Tenbagger2024@Tenbagger2024

@Tirol
I'm glad. Unfortunately, you should benefit from the increase in chemical drugs and the associated dependency.
Take a look at it, I would be very happy to receive feedback.

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Tirol@Tirol

Interesting that you have high expectations for GFT. Can you explain why?

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Tenbagger2024@Tenbagger2024

@Tirol
Next year, double-digit profit growth is planned again, which will reduce the P/E ratio to 12. The PEG is +0.69.
The dividend yield is increased to 2.5%.
GFT integrates AI into its best software.
The company has also recently started developing software for humanoid robots.

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Tirol@Tirol

@Tenbagger2024 thank you, I picked up a small POS from GFT today, I may add a savings plan to it

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PikaPika0105@PikaPika0105

19H

I know the company, but decided a long time ago not to invest in pharmaceutical shares as a matter of principle. The market is highly regulated, the opaque studies cost a fortune and if the pipeline performs only slightly worse than the competition, you are faced with a total loss. Most of them go bust anyway or end up being bought up. That's why I prefer to invest in companies with a clear product and the resulting scalability and predictability, primarily in technology stocks.

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Tenbagger2024@Tenbagger2024

18H

@PikaPika0105
Great opportunities but also risks.
The same applies to technology. See Nokia, Intel or Cisco

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PikaPika0105@PikaPika0105

18H

@Tenbagger2024 you have to get out before they lose the connection again and go into the one they are likely to lose to

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Tenbagger2024@Tenbagger2024

17H

@PikaPika0105
I believe that research and innovation in the tech sector is rapidly becoming more lively than in the pharma sector.
Especially when it comes to China, just think of deep sec.
It was just reported on the news that a company from Munich has developed an AI chip that no longer requires electricity or cooling.

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PikaPika0105@PikaPika0105

17H

@Tenbagger2024 It is definitely fast, but much easier to predict. You can analyze and compare technologies and everyone has direct market access. In the pharmaceutical industry, however, you are promised a lot, but in the end only the final clinical trial can show whether the whole thing will be a success. And that is almost completely unpredictable and therefore an uncertain investment. For large corporations with ongoing business and many candidates, this is of course different from start-ups that are not yet commercialized and are always on the verge of bankruptcy.

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