• On November 12, 2025, EirGenix Inc. announced a global license agreement granting Sandoz Group exclusive worldwide commercial rights (excluding select Asian markets) to a proposed biosimilar of oncology medicine pertuzumab, with a total consideration of up to US$152 million based on milestones and future market performance.

• This collaboration expands Sandoz’s oncology biosimilar pipeline and strengthens its partnership with EirGenix, reinforcing Sandoz’s ambitions in a biosimilar market projected to reach US$300 billion over the next decade.

• We’ll explore how Sandoz’s exclusive access to a high-value oncology biosimilar candidate could shape its investment outlook and pipeline strategy.

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For those considering Sandoz Group, the key thesis centers on leveraging a leading biosimilars pipeline to capture significant growth in affordable biologic medicines. The latest EirGenix agreement expands this pipeline, but is unlikely to materially shift the near-term catalyst of accelerating biosimilar launches, nor does it immediately address persistent pricing pressure, the largest current risk facing margins and earnings.

Among recent developments, the June 2025 US launch of WYOST and Jubbonti, biosimilars for denosumab, stands out, as it directly supports the strategy of expanding in high-value, high-demand therapeutic categories where biosimilar access can drive volume growth despite ongoing competitive pricing pressures. Yet, despite these launches and new agreements, investors should closely watch how intensifying competition in biosimilars may pressure future revenues and profitability as rivals enter key markets…

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Sandoz Group’s outlook anticipates $12.7 billion in revenue and $1.7 billion in earnings by 2028. This is based on 6.3% annual revenue growth and a $1.47 billion increase in earnings from the current $227.0 million.

Uncover how Sandoz Group’s forecasts yield a CHF52.05 fair value, a 3% downside to its current price.

Fair value estimates from 4 Simply Wall St Community members range from US$40 to US$88,385, showing broad splits on potential upside. Ongoing price competition among biosimilar and generic suppliers remains crucial, explore several viewpoints to understand the stakes for future profitability.

Explore 4 other fair value estimates on Sandoz Group – why the stock might be worth 26% less than the current price!