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    Cosmo Pharmaceuticals (SWX:COPN) Is Up 46.9% After Clascoterone Hair-Loss Win And EU Nod For Winlevi

    Simply Wall St·12/07/2025 02:16:37
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    • Cosmo Pharmaceuticals has reported strong top-line Phase III results for clascoterone 5% topical solution in male androgenetic alopecia and, together with Glenmark Pharmaceuticals, secured European Commission marketing authorization for Winlevi (clascoterone 10 mg/g cream) to treat acne vulgaris in 17 countries.
    • These developments highlight clascoterone’s potential as a versatile, first-in-class topical androgen receptor inhibitor across both hair loss and acne, expanding Cosmo’s dermatology footprint in the US and Europe.
    • We’ll now examine how the positive Phase III clascoterone data for male hair loss may reshape Cosmo Pharmaceuticals’ broader investment narrative.

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    Cosmo Pharmaceuticals Investment Narrative Recap

    To own Cosmo Pharmaceuticals, you need to believe it can turn a focused GI and dermatology portfolio into growing, recurring, globally diversified revenue, despite pricing pressure and dependence on partners. The strong Phase III clascoterone data for male-pattern hair loss adds a fresh potential growth driver, but the key near term catalyst now shifts to successful US and EU regulatory submissions, while regulatory and development risk across the pipeline remains the most immediate threat.

    The recent European Commission approval of Winlevi in 17 countries directly complements the positive hair loss readout, reinforcing clascoterone as a platform asset rather than a single product story. Together, these updates increase the stakes on Cosmo’s ability to manage complex global partnerships and pricing discussions, since execution by Glenmark and other distributors will influence how much of clascoterone’s clinical promise ultimately shows up in Cosmo’s recurring revenue line.

    Yet while clascoterone’s progress is encouraging, investors should be aware that...

    Read the full narrative on Cosmo Pharmaceuticals (it's free!)

    Cosmo Pharmaceuticals’ narrative projects €272.7 million revenue and €116.1 million earnings by 2028.

    Uncover how Cosmo Pharmaceuticals' forecasts yield a CHF98.59 fair value, a 8% upside to its current price.

    Exploring Other Perspectives

    SWX:COPN Community Fair Values as at Dec 2025
    SWX:COPN Community Fair Values as at Dec 2025

    Seven Simply Wall St Community valuations for Cosmo range from CHF87.47 to CHF1,015.53, underscoring how far apart individual views can be. You should weigh those widely different opinions against the central risk that Cosmo still relies on a relatively narrow, late stage pipeline for its future earnings power.

    Explore 7 other fair value estimates on Cosmo Pharmaceuticals - why the stock might be worth just CHF87.47!

    Build Your Own Cosmo Pharmaceuticals Narrative

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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.