Biofrontera AG (BFAGY) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Biofrontera AG (BFAGY) trades at $2.48 with AI Score 50/100 (Grade B). Biofrontera AG is a biopharmaceutical company focused on dermatological products, including treatments for actinic keratoses and other skin conditions. Sector: Healthcare.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for BFAGY: BFAGY does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates BFAGY against Healthcare peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
BFAGY: 2/3 scored disciplines lean bearish. Dominant signal: Seth Klarman bearish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Biofrontera AG (BFAGY) Healthcare & Pipeline Overview
Biofrontera AG is a biopharmaceutical company specializing in dermatological treatments, primarily for actinic keratoses. Its key product, Ameluz, combined with the BF-RhodoLED lamp, targets mild to moderate skin conditions. The company operates in the US, Europe, and Israel, focusing on innovative therapies within the specialty dermatology market.
What Is the Investment Thesis for BFAGY?
Biofrontera AG presents a focused investment opportunity within the specialty dermatology market. The company's core revenue driver, Ameluz, addresses a significant need in treating actinic keratoses. Growth catalysts include expanding market penetration in the US and Europe, coupled with potential regulatory approvals for new indications and products like RhodoLED XL. The company's gross margin of 66.0% indicates strong pricing power. However, the negative profit margin of -47.3% highlights the need for improved operational efficiency and cost management. Investors should monitor the company's ability to achieve profitability through increased sales and controlled expenses. The collaboration with Maruho Co., Ltd., provides a strategic advantage, but the company's reliance on a limited product portfolio poses a risk. The P/E ratio of -0.55 reflects current losses.
Based on FMP financials and quantitative analysis
BFAGY Key Highlights
Gross Margin of 66.0% indicates strong pricing power in the dermatological product market.
- Negative Profit Margin of -47.3% signals challenges in achieving profitability.
- Primary product Ameluz targets a significant market for actinic keratoses treatment.
- Collaboration with Maruho Co., Ltd. enhances development and distribution capabilities.
- Focus on the US, Europe, and Israel provides a diversified geographic revenue base.
Who Are BFAGY's Competitors?
BFAGY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ZTS Zoetis Inc. | $75.44 | -1.62% | $31.6B | 85 |
| ITCI ITCI | $131.87 | +0.00% | $14.1B | 63 |
| ESALF Eisai Co., Ltd. | $29.90 | +0.00% | $8.44B | 61 |
| LNTH Lantheus Holdings, Inc. | $100.24 | -0.24% | $6.53B | 88 |
| AMRX Amneal Pharmaceuticals, Inc. | $17.90 | -1.16% | $5.72B | 65 |
| CAMRF Camurus AB (publ) | $64.00 | +0.00% | $3.81B | 63 |
| DCPH Deciphera Pharmaceuticals | $25.59 | +0.08% | $2.21B | 61 |
| AVDL Avadel Pharmaceuticals plc | $21.64 | +0.00% | $2.12B | 64 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BFAGY's Key Strengths?
Proprietary products for actinic keratoses treatment.
- Established presence in key markets (US, Europe, Israel).
- Collaboration with Maruho Co., Ltd.
- High gross margin (66.0%).
What Are BFAGY's Weaknesses?
Negative profit margin (-47.3%).
- Reliance on a limited product portfolio.
- Small company size with 95 employees.
- OTC Other market listing.
What Could Drive BFAGY Stock Higher?
Potential regulatory approval for RhodoLED XL for treating multiple interspersed lesions.
- Expansion of market penetration for Ameluz in the US and Europe.
- Strategic partnerships to enhance market reach and product development.
What Are the Key Risks for BFAGY?
Negative profit margin and the need for improved operational efficiency.
- Competition from established pharmaceutical companies in the dermatology market.
- Regulatory hurdles for new product approvals.
- Currency risk due to international operations.
- Limited liquidity due to OTC Other market listing.
What Are the Growth Opportunities for BFAGY?
- Expansion in the US Market: Biofrontera has the opportunity to increase its market share in the United States, a key market for dermatological treatments. By strengthening its sales and marketing efforts, the company can capitalize on the growing demand for actinic keratoses treatments. The US market represents a significant revenue opportunity, with potential for increased prescription volume and market penetration. Timeline: Ongoing.
- New Product Development: The development and commercialization of new products, such as RhodoLED XL, can drive future growth. RhodoLED XL targets the treatment of multiple interspersed lesions, addressing an unmet need in the dermatology market. Successful clinical trials and regulatory approvals are crucial for realizing this growth opportunity. Timeline: 2-3 years for regulatory approval.
- Geographic Expansion: Expanding into new geographic markets, particularly in Asia, can provide additional growth opportunities. Partnering with local distributors and adapting its products to meet local market needs are essential for successful expansion. This strategy can diversify revenue streams and reduce reliance on existing markets. Timeline: 3-5 years.
- Strategic Partnerships: Forming strategic partnerships with other pharmaceutical companies or dermatology clinics can enhance Biofrontera's market reach and product development capabilities. These partnerships can provide access to new technologies, distribution channels, and customer bases. Collaboration can accelerate innovation and market penetration. Timeline: Ongoing.
- Increased Awareness and Education: Investing in awareness campaigns and educational programs for dermatologists and patients can drive demand for Biofrontera's products. By educating healthcare professionals about the benefits of Ameluz and other treatments, the company can increase prescription rates and market share. This strategy requires ongoing investment in marketing and communication efforts. Timeline: Ongoing.
What Are BFAGY's Competitive Advantages?
- Proprietary products like Ameluz and BF-RhodoLED lamp.
- Established presence in the actinic keratoses treatment market.
- Strategic partnerships for distribution and development.
- Intellectual property protection for key products.
What Does BFAGY Do?
Founded in 1997 and headquartered in Leverkusen, Germany, Biofrontera AG is a biopharmaceutical company dedicated to the research, development, and commercialization of dermatological products. The company's primary focus is on treating skin conditions such as actinic keratoses, a common precancerous skin lesion. Its flagship product, Ameluz, is a topical prescription drug used in combination with the BF-RhodoLED lamp for photodynamic therapy (PDT). This treatment is designed for mild to moderate actinic keratoses on the face and scalp. Biofrontera also develops and markets Belixos, a cosmetic product for irritated and sensitive skin, and Xepi, an antibiotic for resistant bacteria. Biofrontera has expanded its reach to the United States, Europe, and Israel, establishing a global presence in the dermatology market. The company continually seeks to innovate and improve dermatological treatments through ongoing research and development efforts, including the development of RhodoLED XL for treating multiple lesions. Biofrontera's strategic collaboration with Maruho Co., Ltd., enhances its ability to develop and distribute its products, strengthening its position in the global dermatology market.
What Products and Services Does BFAGY Offer?
- Develop and market dermatological products.
- Offer Ameluz for the treatment of actinic keratoses.
- Provide BF-RhodoLED lamp for photodynamic therapy.
- Develop RhodoLED XL for multiple interspersed lesions.
- Market Belixos for irritated and sensitive skin.
- Offer Xepi for antibiotic-resistant bacteria.
How Does BFAGY Make Money?
- Develop and manufacture dermatological products.
- Market and sell products directly to healthcare providers and patients.
- Generate revenue through product sales in the US, Europe, and Israel.
- Collaborate with partners like Maruho Co., Ltd. for distribution and development.
What Industry Does BFAGY Operate In?
Biofrontera AG operates in the specialty dermatology market, which is characterized by increasing demand for innovative treatments for skin conditions. The market for actinic keratoses treatments is driven by an aging population and increased awareness of sun damage. Competition includes established pharmaceutical companies and emerging biotech firms. Biofrontera differentiates itself through its focus on photodynamic therapy using Ameluz and the BF-RhodoLED lamp. The company's success depends on its ability to gain market share in a competitive landscape and navigate regulatory hurdles.
Who Are BFAGY's Key Customers?
- Dermatologists and dermatology clinics.
- Patients with actinic keratoses and other skin conditions.
- Hospitals and healthcare institutions.
- Pharmacies and drug distributors.
Key Financial Metrics
Return on assets is -44.7%, showing how much profit it generates from its asset base. Its free cash flow yield is -84.3%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.20 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -109.9%, the inverse of the P/E and a quick read on earnings relative to price.
Biofrontera AG (BFAGY) Valuation Context
Relative to its peer group, BFAGY's quantitative score of 50/100 is below the peer average of 72/100.
Company Profile
Biofrontera AG operates in the Drug Manufacturers - Specialty & Generic industry within the Healthcare sector. It is headquartered in Leverkusen, DE. The company is led by CEO Hermann Lubbert.
Earnings Track Record
Biofrontera AG has beaten Wall Street's EPS estimate in 6 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 16.7% above estimates on average.
BFAGY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Proprietary products for actinic keratoses treatment.
- Established presence in key markets (US, Europe, Israel).
- Collaboration with Maruho Co., Ltd.
- High gross margin (66.0%).
Bear Case
- Negative profit margin (-47.3%).
- Reliance on a limited product portfolio.
- Small company size with 95 employees.
- OTC Other market listing.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
BFAGY Latest News
No recent news available for BFAGY.
BFAGY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BFAGY.
Price Targets
Wall Street price target analysis for BFAGY.
BFAGY MoonshotScore
What does this score mean?
The MoonshotScore rates BFAGY 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Hermann Lubbert
Unknown
Hermann Lubbert serves as a key leader at Biofrontera AG, managing a team of 95 employees. Details regarding his specific career history, education, and previous roles are not available. His leadership is crucial in guiding the company's strategic direction and overseeing its operations in the biopharmaceutical sector.
Track Record: Information on Hermann Lubbert's specific achievements, strategic decisions, and company milestones under his leadership is not available. Assessing his track record requires further data on his contributions to Biofrontera AG's growth and performance.
Biofrontera AG ADR Information Unsponsored
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. BFAGY functions as a Level 1 ADR, meaning it trades over-the-counter (OTC) without the same stringent SEC registration requirements as higher-level ADRs. This allows U.S. investors to invest in Biofrontera AG more easily.
- Home Market Ticker: Frankfurt Stock Exchange (BFAG), Germany
- ADR Level: 1
- ADR Ratio: 1:1
- Home Market Ticker: BFAG
BFAGY OTC Market Information
The OTC Other tier represents the lowest tier of the over-the-counter (OTC) market. Companies in this tier often have limited reporting requirements and may not meet the minimum financial standards required for listing on major exchanges like the NYSE or NASDAQ. Investing in companies on the OTC Other tier carries higher risks due to the potential for less transparency and regulatory oversight.
- OTC Tier: OTC Other
- Limited financial disclosure and transparency.
- Potential for low trading volume and liquidity.
- Higher price volatility compared to listed stocks.
- Increased risk of fraud or manipulation.
- Limited regulatory oversight.
- Verify the company's registration and legal status.
- Review available financial statements and disclosures.
- Assess the company's management team and track record.
- Understand the company's business model and competitive landscape.
- Evaluate the company's risk factors and potential liabilities.
- Monitor trading volume and price activity.
- Consult with a financial advisor.
- Established business operations in multiple countries.
- Presence in the biopharmaceutical sector.
- Partnership with Maruho Co., Ltd.
- Development and marketing of dermatological products.
Biofrontera AG Healthcare Stock: Key Questions Answered
What does the AI Score mean for BFAGY?
BFAGY holds an AI Score of 50/100 (Grade: B). This is an educational research signal, not a buy or sell recommendation. Biofrontera AG is a biopharmaceutical company focused on dermatological products, including treatments for actinic keratoses and other skin conditions. The company markets its products in …
What does Biofrontera AG do?
Biofrontera AG is a biopharmaceutical company that specializes in the development and marketing of dermatological products. Its main product, Ameluz, is used in combination with the BF-RhodoLED lamp for photodynamic therapy to treat mild to moderate actinic keratoses, a common precancerous skin condition.
What do analysts say about BFAGY stock?
Analyst coverage of BFAGY is limited due to its OTC listing and smaller market capitalization. However, the company's focus on a specific niche within dermatology, particularly actinic keratoses treatment, is viewed as a potential strength. Key valuation metrics, such as the P/E ratio of -0.55 and negative profit margin, suggest that the company is not yet profitable.
What are the main risks for BFAGY?
The main risks for Biofrontera AG include its negative profit margin, which indicates financial instability. Competition from larger pharmaceutical companies in the dermatology market poses a significant threat. Regulatory hurdles for new product approvals can delay or prevent the commercialization of new treatments. Currency risk, due to international operations, can impact revenue and profitability.
How does Biofrontera AG navigate regulatory approval processes?
Biofrontera AG navigates regulatory approval processes by conducting clinical trials to demonstrate the safety and efficacy of its dermatological products. The company works closely with regulatory agencies such as the FDA in the United States and the EMA in Europe to ensure compliance with regulatory requirements. Biofrontera's regulatory track record includes approvals for Ameluz and other products in various markets.
What is Biofrontera AG's drug pipeline status?
Biofrontera AG's drug pipeline includes RhodoLED XL, which is under development for the treatment of multiple interspersed lesions. The company is conducting clinical trials to evaluate the safety and efficacy of RhodoLED XL. The successful completion of these trials and subsequent regulatory approvals are crucial for expanding Biofrontera's product portfolio.
What are the key factors to evaluate for BFAGY?
Biofrontera AG (BFAGY) holds an AI score of 50/100 (moderate). Biofrontera AG presents a focused investment opportunity within the specialty dermatology market. Not financial advice.
How frequently does BFAGY data refresh on this page?
BFAGY's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven BFAGY's recent stock price performance?
Biofrontera AG (BFAGY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Proprietary products for actinic keratoses treatment. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Limited analyst coverage and financial data for BFAGY.
- OTC Other market listing increases investment risk.
- Information on CEO Hermann Lubbert's background and track record is limited.