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Camurus AB (CAMRF)
OTHER OTC:CAMRF
Earnings Data
Report Date
May 12, 2026TBA (Not Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.39Last Year’s EPS
0.37Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a broadly positive strategic and financial picture for Camurus: full-year revenue and operating profitability improved materially, net cash increased significantly, regulatory approvals and U.S. FDA acceptance (PDUFA set) support upcoming launches, Brixadi royalties showed strong growth, and early-stage R&D (CAM2056) delivered compelling data. At the same time, the company faces notable short-term headwinds: Q4 revenue and product sales were down due to a U.K. distribution change and FX effects, quarter operating profit contracted, access/reimbursement barriers in several large European markets constrain Buvidal upside, and timing uncertainty remains for the SORENTO readout and some milestone revenues. Management provided constructive 2026 guidance while flagging planned increases in OpEx tied to U.S. launch preparation. Overall, strengths in commercial traction, cash position, approvals, and pipeline momentum outweigh the near-term operational and market-access challenges.Company Guidance
Full-Year Revenue Growth
Full year 2025 revenue of SEK 2.27 billion (presented elsewhere as SEK 2.3 billion), up from SEK 1.87 billion, representing ~21% growth year-over-year (30% at constant exchange rates).
Strong Profitability and Operating Result
Profit before tax increased to just above SEK 0.9 billion for 2025. Operating result for the full year increased 86% to SEK 874 million, demonstrating sustained profitability since 2022.
Brixadi U.S. Royalty Momentum
Quarterly Brixadi royalty income in Q4 reached SEK 122 million, up 47% year-over-year (and up 82% at constant exchange rates in one reference). Full-year Brixadi royalty growth was reported significantly (examples cited: +87% and +113% at constant exchange rates versus 2024).
Improved Cash Position
Net cash position of SEK 3.7 billion at year-end, up ~30% year-over-year. Cash increased by SEK 211 million in the quarter; operating activities contributed SEK 111 million and working capital changes added SEK 144 million.
Regulatory and Launch Milestones (Oczyesa & Oclaiz)
Oczyesa received EU and U.K. approvals for acromegaly and was launched in Germany (initial uptake ~20 patients, ~1% share in first month). The NDA resubmission for Oclaiz was accepted by FDA with a PDUFA date of 10 June 2026.
Promising Early-Stage Clinical Data (CAM2056)
Positive Phase Ib results for monthly semaglutide formulation CAM2056: by day 85 Group 4 achieved 9.3% weight reduction vs 5.2% for weekly semaglutide; A1c reductions were 0.44% vs 0.12%, with similar safety/tolerability. Phase IIb planned for H2 2026.
Progress in CAM2029 / SORENTO and POSITANO
CAM2029 clinical program nearing completion across indications. SORENTO (GEP‑NET) remains on track for primary efficacy readout in H2 2026 (targeting 194 progression-free events). POSITANO open-label extension continues following positive core-phase results.
Cost Discipline and R&D Efficiency
R&D costs reduced by ~24% for the full year and 20–25% in the quarter (attributable to completion of CAM2029 and CAM2056 trials), while marketing & distribution expenses decreased 12% in the quarter (though up 7% for the year due to expansion).
Positive 2026 Financial Guidance
2026 guidance: revenue SEK 2.6–2.9 billion (≈+21% at constant exchange rates) and operating result SEK 0.9–1.2 billion (≈+20%), with planned investments to support U.S. launches and R&D.
CAMRF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CAMRF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $71.00 | $57.85 | -18.52% |
Nov 06, 2025 | $61.73 | $57.45 | -6.93% |
Jul 17, 2025 | $70.42 | $69.80 | -0.89% |
May 15, 2025 | $64.17 | $64.17 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Camurus AB (CAMRF) report earnings?
Camurus AB (CAMRF) is schdueled to report earning on May 12, 2026, TBA (Not Confirmed).
What is Camurus AB (CAMRF) earnings time?
Camurus AB (CAMRF) earnings time is at May 12, 2026, TBA (Not Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CAMRF EPS forecast?
CAMRF EPS forecast for the fiscal quarter 2026 (Q1) is 0.39.