Formycon AG: Strong Market Position and Growth Prospects Justify Buy Rating

Formycon AG: Strong Market Position and Growth Prospects Justify Buy Rating

Yi Chen, an analyst from H.C. Wainwright, reiterated the Buy rating on Formycon AG (FYBResearch Report). The associated price target was lowered to €55.00.

Yi Chen has given his Buy rating due to a combination of factors influencing Formycon AG’s financial outlook. Despite a year-over-year revenue decline in 2024, the company’s financial performance surpassed projections, with royalty and other revenues exceeding expectations. The launch of FYB201 in new markets and the anticipated introduction of a pre-filled syringe in Europe in 2025 are expected to enhance market penetration.
Additionally, the commercial launch of FYB202 in the U.S. and Europe by Fresenius Kabi, with a higher-than-expected price discount, is seen as a significant growth driver. The FDA’s provisional determination of interchangeability with Stelara in the U.S. further strengthens FYB202’s market position. Management’s expectation of achieving positive EBITDA by 2026, along with a stable revenue forecast for 2025, supports the Buy rating, with a modulated price target of €55 per share.

In another report released yesterday, Hauck & Aufhaeuser also maintained a Buy rating on the stock with a €46.00 price target.

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