Camurus delivered a record second quarter, with Buvidal sales surpassing SEK0.5bn for the first time and Brixadi royalties from the US continuing to accelerate, taking total revenue to SEK702m (SEK676m) and operating result to SEK293m, a 42 percent margin. The FDA's second CRL for CAM2029 in acromegaly, received in June, related to manufacturing observations rather than clinical data. The pivotal phase III SORENTO study in GEP-NET remains the single most important near-term catalyst, with a readout likely in Q4 2026. We raise our Fair Value to SEK670; the Camurus share screens as “Fairly Priced”.
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