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Stifel initiated coverage on Ypsomed Holding AG (SWX:YPSN) with a buy rating and a price target of CHF475.00 on Monday.
The Swiss medical device manufacturer is positioned to deliver 11% revenue growth and 42% EBIT growth compound annual growth rate from 2025 to 2028, according to Stifel. Ypsomed operates in a consolidated sector where it and competitor SHL control approximately 90% market share in injectable drug delivery devices.
Stifel highlighted Ypsomed’s diversified customer base and growing presence in biosimilar and emerging markets. The company’s growth is supported by the structural expansion of the injectable drug delivery market, driven by increasing use of biologics, biosimilars, and treatments for chronic diseases.
The research firm’s analysis indicates that autoinjectors and pens are growing more than 300 basis points faster than the broader pharmaceutical sector. This positions Ypsomed to benefit from multiple growth drivers beyond any single therapeutic area.
While Stifel estimates that GLP-1 weight loss and diabetes treatments will account for approximately 30% of Ypsomed’s sales by fiscal year 2029/2030, the company maintains diversification across other therapeutic areas, reducing its dependence on any single market segment.
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