- Cosmo Pharmaceuticals (COPN) raises full-year EBITDA guidance by €4.5 million.
- Strong H1 2025 performance with recurring revenues up 128% for GI Genius™ and 23% for Winlevi®.
- Cash, equivalents, and investments expected to remain above €110 million.
Cosmo Pharmaceuticals N.V. (COPN), a leader in AI-powered healthcare and specialty pharmaceuticals, reported exceptional performance for the first half of 2025, prompting an increase in their full-year EBITDA guidance by €4.5 million. This strategic execution aligns with their Vision 2030 strategy, highlighting robust commercial momentum and financial discipline.
The company has reaffirmed its total revenue outlook for 2025, projecting total revenues between €102–107 million, with €85–90 million expected from recurring revenues. The updated EBITDA range now stands at €5.5–7.5 million, supported by higher-than-anticipated additional income and improved operational efficiencies.
Key growth drivers include a 128% year-on-year increase in recurring revenues for GI Genius™ and a 23% surge for Winlevi®. The company’s strong cash, equivalents, and investments are expected to remain above €110 million, reflecting their prudent financial management.
In terms of expenses, operating expenses reached €57.8 million, with a slight increase in the cost of sales to €25.6 million. However, both research and development (R&D) and selling, general, and administrative (SG&A) expenses have decreased by 6% and 13% year-on-year, respectively, showcasing cost discipline.
Looking ahead to H2 2025, Cosmo anticipates continued growth in recurring revenues, projected between €43–48 million, with sustained triple-digit growth from GI Genius® and steady increments from their Gastro and CDMO operations. The company is also committed to increased R&D spending to advance its Phase II programs for conditions like Bile Acid Diarrhoea and distal ulcerative colitis.
Cosmo’s integrated business model leverages common R&D infrastructure and AI capabilities to enhance operational leverage and accelerate growth across MedTech AI, Dermatology, Gastroenterology, and CDMO sectors. This approach aims to create a scalable ecosystem with clinical, operational, and financial synergies.
CEO Giovanni Di Napoli emphasized the company’s strategy of scaling impact across high-need therapeutic areas, while CFO Svetlana Sigalova highlighted the company’s solid balance sheet and strategic investment priorities to support long-term objectives.
Analysts and investors can join a live webcast presentation today at 2:00 pm CET for further insights into Cosmo's strategic outlook and financial performance.