Cosmo Unveils Bold 2030 Vision and Strategy; Launches AI-Driven Growth Phase at Investor Day 2025
Cosmo N.V. (SIX: COPN) unveiled its ambitious 2030 vision and strategic roadmap during its Investor Day 2025 in Zurich. The company aims to achieve 鈧�480 million in recurring revenues by 2030, representing a five-year CAGR of 39%, with 鈧�260 million expected from core business and 鈧�220 million from late-stage assets and Digital AI platforms.
The company targets an EBITDA of 鈧�195 million by 2030, representing a 40% margin. The core business growth (23% CAGR) will be driven by the expansion of GI Genius鈩� platform, global adoption of Winlevi庐, and stable growth from Gastroenterology and CDMO businesses.
The Investor Day event featured presentations on the company's strategic roadmap across Medtech AI, Dermatology, Gastro, and CDMO franchises, along with insights from KOLs and technology demonstrations. Cosmo also revealed its refreshed corporate identity, positioning itself as a digitally native, patient-impact-focused company.
Cosmo N.V. (SIX: COPN) ha presentato la sua ambiziosa visione per il 2030 e il piano strategico durante l'Investor Day 2025 a Zurigo. L'azienda punta a raggiungere 480 milioni di euro di ricavi ricorrenti entro il 2030, con un CAGR quinquennale del 39%, di cui 260 milioni di euro derivanti dal core business e 220 milioni da asset in fase avanzata e piattaforme Digital AI.
L'obiettivo 猫 un EBITDA di 195 milioni di euro entro il 2030, con un margine del 40%. La crescita del core business (CAGR del 23%) sar脿 sostenuta dall'espansione della piattaforma GI Genius鈩�, dall'adozione globale di Winlevi庐 e da una crescita stabile nei settori Gastroenterologia e CDMO.
L'evento Investor Day ha incluso presentazioni sulla roadmap strategica dell'azienda nei settori Medtech AI, Dermatologia, Gastro e CDMO, con approfondimenti da parte di KOL e dimostrazioni tecnologiche. Cosmo ha inoltre svelato la sua nuova identit脿 aziendale, posizionandosi come un'azienda digitalmente nativa, focalizzata sull'impatto per il paziente.
Cosmo N.V. (SIX: COPN) present贸 su ambiciosa visi贸n para 2030 y su hoja de ruta estrat茅gica durante su Investor Day 2025 en Z煤rich. La compa帽铆a aspira a alcanzar 480 millones de euros en ingresos recurrentes para 2030, con una tasa compuesta anual (CAGR) del 39% en cinco a帽os, de los cuales 260 millones provendr谩n del negocio principal y 220 millones de activos en etapa avanzada y plataformas digitales de IA.
La empresa se fija un objetivo de EBITDA de 195 millones de euros para 2030, con un margen del 40%. El crecimiento del negocio principal (CAGR del 23%) estar谩 impulsado por la expansi贸n de la plataforma GI Genius鈩�, la adopci贸n global de Winlevi庐 y un crecimiento estable en los negocios de Gastroenterolog铆a y CDMO.
El evento Investor Day incluy贸 presentaciones sobre la hoja de ruta estrat茅gica de la compa帽铆a en las franquicias de Medtech AI, Dermatolog铆a, Gastro y CDMO, junto con perspectivas de KOL y demostraciones tecnol贸gicas. Cosmo tambi茅n revel贸 su identidad corporativa renovada, posicion谩ndose como una empresa digitalmente nativa y centrada en el impacto para el paciente.
Cosmo N.V. (SIX: COPN)電� 2025雲� 韴瀽鞛� 雿办澊 頄夓偓鞐愳劀 2030雲勳潉 頄ロ暅 鞎检嫭彀� 牍勳爠瓿� 鞝勲灥 搿滊摐毵奠潉 旆Μ頌堨棎靹� 瓿店皽頄堨姷雼堧嫟. 須岇偓電� 2030雲勱箤歆� 4鞏� 8觳滊 鞙犽鞚� 氚橂车 毵れ稖 雼劚鞚� 氇╉憸搿� 頃橂┌, 5雲勱皠 鞐绊弶攴� 靹膘灔毳�(CAGR) 39%毳� 旮半頃� 鞓堨爼鞛呺媹雼�. 鞚� 欷� 2鞏� 6觳滊 鞙犽電� 頃奠嫭 靷梾鞐愳劀, 2鞏� 2觳滊 鞙犽電� 頉勱赴 雼硠 鞛愳偘 氚� 霐旍韯� AI 頂岆灚韽检棎靹� 氚滌儩頃� 瓴冹溂搿� 旮半寑頃橁碃 鞛堨姷雼堧嫟.
須岇偓電� 2030雲勱箤歆� 1鞏� 9觳� 5氚彪 鞙犽鞚� EBITDA毳� 氇╉憸搿� 頃橂┌, 40%鞚� 毵堨鞚� 鞓堨儊頃╇媹雼�. 頃奠嫭 靷梾鞚� 靹膘灔毳犾潃 鞐绊弶攴� 23%搿�, GI Genius鈩� 頂岆灚韽检潣 頇曥灔, Winlevi庐鞚� 鞝� 靹戈硠鞝� 霃勳瀰, 鞙勳灔氤戫暀 氚� CDMO 靷梾鞚� 鞎堨爼鞝侅澑 靹膘灔鞐� 鞚橅暣 於旍霅� 瓴冹瀰雼堧嫟.
韴瀽鞛� 雿办澊 頄夓偓鞐愳劀電� Medtech AI, 頂茧秬瓿�, 鞙勳灔氤戫暀, CDMO 攵勳暭鞚� 鞝勲灥 搿滊摐毵� 氚滍憸鞕� KOL鞚� 鞚胳偓鞚错姼, 旮办垹 鞁滌棸鞚� 韽暔霅橃棃鞀惦媹雼�. 霕愴暅 Cosmo電� 霐旍韯� 雱れ澊韹半笇鞚挫瀽 頇橃瀽 鞓來枼 欷戩嫭鞚� 旮办梾鞙茧靹� 靸堧…瓴� 雼灔頃� 旮办梾 鞎勳澊雿错嫲韹半弰 瓿店皽頄堨姷雼堧嫟.
Cosmo N.V. (SIX : COPN) a d茅voil茅 sa vision ambitieuse pour 2030 et sa feuille de route strat茅gique lors de son Investor Day 2025 脿 Zurich. L'entreprise vise 脿 atteindre 480 millions d'euros de revenus r茅currents d'ici 2030, avec un taux de croissance annuel compos茅 (CAGR) de 39 % sur cinq ans, dont 260 millions d'euros provenant du c艙ur de m茅tier et 220 millions d'euros issus des actifs en phase avanc茅e et des plateformes d'IA digitale.
L'entreprise cible un EBITDA de 195 millions d'euros d'ici 2030, repr茅sentant une marge de 40 %. La croissance du c艙ur de m茅tier (CAGR de 23 %) sera port茅e par l'expansion de la plateforme GI Genius鈩�, l'adoption mondiale de Winlevi庐, ainsi qu'une croissance stable des activit茅s en gastroent茅rologie et CDMO.
L'茅v茅nement Investor Day a pr茅sent茅 des expos茅s sur la feuille de route strat茅gique de l'entreprise dans les franchises Medtech IA, Dermatologie, Gastro et CDMO, avec des interventions de KOL et des d茅monstrations technologiques. Cosmo a 茅galement r茅v茅l茅 sa nouvelle identit茅 d'entreprise, se positionnant comme une soci茅t茅 digitalement native, centr茅e sur l'impact pour le patient.
Cosmo N.V. (SIX: COPN) stellte auf seinem Investor Day 2025 in Z眉rich seine ehrgeizige Vision f眉r 2030 und den strategischen Fahrplan vor. Das Unternehmen strebt bis 2030 480 Millionen Euro an wiederkehrenden Ums盲tzen an, was einer f眉nfj盲hrigen CAGR von 39 % entspricht, wobei 260 Millionen Euro aus dem Kerngesch盲ft und 220 Millionen Euro aus sp盲ten Entwicklungsphasen und digitalen KI-Plattformen erwartet werden.
Das Ziel ist ein EBITDA von 195 Millionen Euro bis 2030 mit einer Marge von 40 %. Das Wachstum des Kerngesch盲fts (23 % CAGR) wird durch die Expansion der GI Genius鈩�-Plattform, die weltweite Einf眉hrung von Winlevi庐 und ein stabiles Wachstum in den Bereichen Gastroenterologie und CDMO vorangetrieben.
Die Investor Day-Veranstaltung umfasste Pr盲sentationen zur strategischen Roadmap des Unternehmens in den Bereichen Medtech AI, Dermatologie, Gastro und CDMO sowie Einblicke von KOLs und Technologiedemonstrationen. Cosmo pr盲sentierte zudem seine 眉berarbeitete Unternehmensidentit盲t und positioniert sich als digital natives, patientenorientiertes Unternehmen.
- None.
- Targets are directional potential, not formal financial guidance
- Significant growth expectations may pose execution challenges
Ad hoc announcement pursuant to Art. 53 LR
Company sets ambitious vision for €480 million in recurring revenues and a
Dublin, Ireland--(Newsfile Corp. - July 1, 2025) - Cosmo N.V. (SIX: COPN), a global leader in AI-driven healthcare and specialty pharmaceuticals, today announced its vision through 2030, along with a bold strategic plan, during its Investor Day event in Zurich.
Hosted by CEO Giovanni Di Napoli, CFO Svetlana Sigalova, and members of Cosmo’s leadership team, the event brings together investors, analysts, and media for a deep dive into Cosmo’s growth strategy, innovative pipeline, and refreshed corporate identity.
A New Chapter of Growth
Following a year of accelerated execution, expanded partnerships, and strong operational performance, Cosmo sets ambitious vision for transformational growth through 2030:
- Recurring Revenues Aspiration: €480 million by 2030, representing a five-year CAGR of approx.
39% , including:- €260 million from the existing Core Business (
23% CAGR), powered by:- Expansion of the GI Genius™ platform.
- Continued global adoption of Winlevi®.
- Stable growth from Cosmo’s Gastroenterology and CDMO businesses.
- €220 million from late-stage assets and Digital AI platforms.
- €260 million from the existing Core Business (
- EBITDA Corporate Ambition: €195 million by 2030, representing a margin of approximately
40% .
These figures reflect reflects the directional potential of the Company strategy and pipeline. They are not intended as a formal financial guidance.
Executive Commentary
Giovanni Di Napoli, CEO, said: “Cosmo is entering a new era. We are building on a strong foundation, shaped by years of innovation and commitment. Today, we are sharpening our focus – aligning strategy, technology, and execution to unlock new opportunities, as AI, Digital Health, specialty pharma, and CDMO converge, Cosmo is thoughtfully positioned to contribute meaningfully to the future of Healthcare. Today’s Investor Day is about transparency and ambition – sharing our long-term vision and strategic levers we believe can create value for patients, partners and shareholders over time.”
Svetlana Sigalova, CFO, added: “Our 2030 vision is supported by clear focus on high-return investments and disciplined capital allocation. With a flexible yet focused approach, we are well positioned to pursue targeted R&D, unlock new growth avenues, and drive sustainable shareholder value.”
Investor Day Highlights
Key topics at today’s event include:
- Strategic roadmap across Cosmo’s Medtech AI, Dermatology, Gastro, and CDMO franchises.
- Vision for the next phase of Digital AI integration.
- Insights from global Key Opinion Leaders (KOLs) and live technology demonstrations.
- Reveal of Cosmo’s refreshed corporate identity and brand strategy, reflecting its evolution into a digitally native, patient-impact-focused company.
About Cosmo
Cosmo is a life sciences company focused on MedTech AI, dermatology, gastrointestinal diseases, and contract development and manufacturing (CDMO). We design, develop, and manufacture advanced solutions that address critical medical needs and raise the standard of care. Our technologies are trusted by leading global pharmaceutical and MedTech companies and reach patients and healthcare providers around the world. Guided by our purpose - Building Health Confidence - our mission is to empower patients, healthcare professionals, and partners by innovating at the intersection of science and technology. Founded in 1997, Cosmo is headquartered in Dublin, Ireland, with offices in San Diego (USA), and in Lainate, Rome, and Catania (Italy). For more information, visit .
Financial calendar
| Dievini Days, St. Leon-Rot, Germany | July 9-10, 2025 |
| Half Year Results 2025 | July 23, 2025 |
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Disclaimer
Some of the statements in this press release may be forward-looking statements or statements of future expectations based on currently available information. Such statements are naturally subject to risks and uncertainties. Factors such as the development of general economic conditions, future market conditions, unusual catastrophic loss events, changes in the capital markets and other circumstances may cause the actual events or results to be materially different from those anticipated by such statements. Cosmo does not make any representation or warranty, express or implied, as to the accuracy, completeness or updated status of such statements. Therefore, in no case whatsoever will Cosmo and its affiliate companies be liable to anyone for any decision made or action taken in conjunction with the information and/or statements in this press release or for any related damages.
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