Cosmo NV (XSWX:COPN)

Half Year 2026 Cosmo Pharmaceuticals NV Earnings Call Transcript

Jul 23, 2026 / 01:00 PM GMT

Release Date Price: CHF68.9 (+7.82%)

Transcript

Key Points

Positve

Cosmo NV (CMOPF) reported a 38% year-over-year growth in net revenue, with expansion into 14 new markets, now operating in 23 countries.
The company maintains a strong financial position with over EUR 200 million in cash and investments and zero debt.
Cosmo NV (CMOPF) has diversified its business model with three engines: dermatology, MedTech AI, and pharma CDMO, all contributing to revenue growth.
The company's acne franchise is scaling, and it is moving towards regulatory filing for a hair loss breakthrough, potentially entering a EUR 28 billion market with no mechanism-level competitor.
Recurring revenue increased by 18%, demonstrating the strength of the core business and transition towards a more predictable revenue base.

Negative

GI Genius revenue was lower in the first half due to the planned timing of production scale-up and customer shipments.
Project-based revenues were limited in the first half and are expected to increase in the second half, indicating potential volatility in revenue streams.
Other income was lower than the prior year, primarily due to lower dividend income and R&D tax credits.
Selling, general, and administrative expenses increased year-over-year, reflecting non-cash amortization and investments to support growth.
The company faces challenges in securing a commercial partner for Clascoterone, with ongoing discussions but no definitive timeline for a licensing deal.

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

COPN.S - Cosmo Pharmaceuticals NV
Half Year 2026 Cosmo Pharmaceuticals NV Earnings Call
Jul 23, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, everyone, and thank you for joining us today. I'm Gio Di Napoli, Chief Executive Officer of Cosmo, joined by our Chief Financial Officer, Svetlana Sigalola.

This year, Cosmo marks 30 years anniversary.

As the film reflected, those three decades have been spent on a single discipline. Translating rigorous science into medicines and technologies that improve patients' lives.

Proprietary drug delivery platforms, approved therapies used by patients around the world.

State-of-the-art manufacturing at our own production site, giving us end-to-end control from molecule to finished product.

And now, artificial intelligence in the hands of physicians during real

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