Camurus AB (OTCPK:CAMRF)
$ 54 -2 (-3.57%) Market Cap: 3.35 Bil Enterprise Value: 2.96 Bil PE Ratio: 45.77 PB Ratio: 6.98 GF Score: 79/100

Q4 2025 Camurus AB Earnings Call Transcript

Feb 12, 2026 / 01:00 PM GMT
Release Date Price: $57.85 (-18.52%)

Key Points

Positve
  • Camurus AB (CAMRF) achieved significant milestones in 2025, strengthening its leadership in opioid dependence treatment.
  • The company expanded its commercial reach into the US, establishing a firm infrastructure for upcoming product launches.
  • Oxyesa received regulatory approval for acromegaly in both the EU and the UK, marking a significant product milestone.
  • Camurus AB (CAMRF) reported strong financial performance with full-year revenues reaching 2.3 billion and profit before tax increasing to just above 0.9 billion.
  • Brixadi royalties in the US showed strong year-on-year growth of 47%, and increased 82% at constant exchange rate.
Negative
  • Vividol sales declined temporarily due to foreign exchange headwinds and a change in the UK distribution model.
  • Despite strong financial performance, the company faces challenges in maintaining momentum in certain markets.
  • The expansion into the US market requires significant investment, which could impact short-term profitability.
  • The company is exposed to risks associated with regulatory approvals, as seen with the resubmission of the NDA for alas.
  • Camurus AB (CAMRF) must navigate competitive pressures in the biopharmaceutical industry, particularly in the US market.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CAMX.ST - Camurus AB
Q4 2025 Camurus AB Earnings Call
Feb 12, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to Camiros Q4 report 2025.

During the question-and-answer session, participants are able to ask questions by dialing 5 on the telephone keypad. Now we'll hand the conference over to CEO 3 Tiba. Please go ahead.

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Unidentified_2 [2]
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Thank you, Einar, and hello everyone. Welcome to our 4th quarter earnings call and full year.

As customary, please note our forward-looking statements, which I will assume that you have read.

So moving over to the agenda, we will begin today's call with an introduction and business highlights followed by
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