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Positive Outlook for Galderma Group AG Driven by Strong Nemluvio Prescription Growth and Upbeat Sales Forecast

Positive Outlook for Galderma Group AG Driven by Strong Nemluvio Prescription Growth and Upbeat Sales Forecast

In a report released today, Benjamin Jackson CFA from Jefferies maintained a Buy rating on Galderma Group AG, with a price target of CHF112.00.

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Benjamin Jackson CFA has given his Buy rating due to a combination of factors that indicate a positive outlook for Galderma Group AG. One of the primary reasons is the strong rebound in US Nemluvio prescription volumes, which increased by 42% week-over-week following the impact of the July 4th holiday. This recovery supports the recently increased base case projections, suggesting a robust demand trajectory.
Moreover, the average number of prescriptions accounting for two pens has reached approximately 40% quarter-to-date, surpassing the initial assumption of 30% for the third quarter. Although this figure is expected to decline over the quarter, the current performance is promising. Additionally, the company’s worldwide Nemluvio sales forecast for 2025 stands at $320 million, significantly higher than the consensus estimate of $260 million, further justifying the Buy rating.

Jackson CFA covers the Healthcare sector, focusing on stocks such as Galderma Group AG, Novo Nordisk, and Roche Holding AG. According to TipRanks, Jackson CFA has an average return of -0.4% and a 57.89% success rate on recommended stocks.

In another report released on July 8, Barclays also initiated coverage with a Buy rating on the stock with a CHF133.00 price target.

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