Galderma: L'Oreal Is Doubling Down, But The Risk-Reward Looks Skewed To The Downside
2025-12-23 22:52:41 ET
Thesis
On December 8th, L'Oréal S.A. ( LRLCF ) announced it is raising its stake in Galderma Group AG ( GALDY ) from 10% to 20%. We wanted to check the value behind the move. What we have found is a balance of risks we do not like since it's lofty valuation, high level of embedded growth in the stock price, and a new prescription medicine with wide and serious side effects and effectiveness that to us does not seem to be much higher than placebo. ...
Read the full article on Seeking Alpha
For further details see:
Galderma: L'Oreal Is Doubling Down, But The Risk-Reward Looks Skewed To The DownsideNASDAQ: LRLCF
LRLCF Trading
-5.92% G/L:
$404.20 Last:
227 Volume:
$412 Open:



