Camurus (OM:CAMX) Valuation Check After New Long‑Acting Hypoparathyroidism Collaboration with Gubra

Camurus (OM:CAMX) just signed an exclusive collaboration and license deal with Danish biotech Gubra to develop a long acting treatment for hypoparathyroidism, a move that could quietly reshape its long term growth story.

See our latest analysis for Camurus.

The market seems to be pausing to reassess Camurus after a strong multi year run. The 90 day share price return of negative 13.19 percent contrasts with an impressive five year total shareholder return of 223.11 percent, suggesting long term momentum remains very much intact even as sentiment cools near the current 605.5 Swedish krona share price.

If this deal has you thinking about where the next healthcare winner might come from, it could be worth exploring other promising names through healthcare stocks.

With revenue and earnings still growing briskly and the share trading at a sizable discount to analyst targets, is Camurus quietly becoming a mispriced growth story, or is the market already discounting its next leg up?

Most Popular Narrative: 23.7% Undervalued

Compared with Camurus last close of 605.5 Swedish krona, the most followed narrative points to a higher fair value anchored in powerful earnings compounding.

The strategic partnership and licensing deal with Eli Lilly for long-acting incretins in cardiometabolic disease creates the potential for substantial milestone payments, sales-based royalties, and long-term earnings diversification, directly leveraging industry momentum toward injectable depot therapies and increasing the company's long-term earnings stability.

Read the complete narrative.

Want to see how aggressive growth, rising margins, and a richer future earnings multiple combine into that valuation gap? The full narrative reveals the playbook.

Result: Fair Value of $793.71 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, currency headwinds and plateauing Brixadi momentum in the U.S. could quickly challenge the upbeat growth assumptions that are built into current valuation models.

Find out about the key risks to this Camurus narrative.

Build Your Own Camurus Narrative

If you see the story differently or want to dig into the numbers yourself, you can quickly build a personalized view in just minutes: Do it your way.

A great starting point for your Camurus research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

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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.

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