Galderma

Galderma is buying the US brand ZO Skin Health for $1.5 billion in cash, financed from cash on hand and bank loans. The transaction is expected to close in late 2026 or early 2027 and is anticipated to be neutral to adjusted earnings per share in the first full fiscal year. For 2027 Galderma expects a slight dilution of the adjusted EBITDA margin, with the margin expected to roughly align with the group average again from 2028. ZO complements the existing portfolio, which includes brands such as Cetaphil and Alastin, and strengthens Galderma’s position in the physician-dispensed medical skincare market. » Altro su finanzen.net

Galderma reports long-term data for Nemluvio in atopic dermatitis: among 295 early-responding patients aged 12 and older, marked improvements in skin condition and itch were maintained over three years. After 152 weeks, 76% of patients were clear or almost clear, 80% achieved at least 90% improvement in disease severity, and the same proportion were itch-free or nearly itch-free. A separate analysis of the full long-term study with 1,903 patients shows sustained efficacy after three years (up to 91% with ≥75% improvement); the safety profile remained stable with no new signals. » Altro su finanzen.net

Three-year data from the long-term extension study Arcadia show that Nemluvio was well tolerated for up to 152 weeks and produced sustained improvements in skin lesions, itch, sleep disturbance and quality of life. Up to 75% of patients achieved at least a 90% improvement in eczema severity and up to 67% achieved clear or almost clear skin. Up to 88% reported clinically meaningful relief of itch; the safety profile showed no new signals. The results will be presented on 1 October 2026 at the EADV Congress. » Altro su finanzen.net