Ypsomed presents Q3 2025/26 update in new CEO video series starring Mr. Simon Michel  – 

Three new injection product platforms launched; therapies launched in Ypsomed devices; manufacturing expansions underway

Ypsomed announced strategic direction and key highlights for the Q3 2025/26 financial year in a video statement from CEO Mr. Simon Michel. The video announcement was the first episode of a new CEO quarterly update series. Mr. Michel highlighted four major points:

  • the launch of three new product injection platforms, YpsoFlow, YpsoDot, and YpsoLoop;
  • continued manufacturing expansion in the US and China;
  • the launch of five therapies delivered by Ypsomed devices; and
  • a new “Clear-to-Clinic" program to reduce risk and accelerate clinical trials for pharmaceutical and biotechnology clients.

As we understand it, Ypsomed has approximately 230 programs supporting 70 commercial drugs (on the market) and 160 clinical projects undergoing late stage clinical trials.

Three new injection platforms launched in 3Q25 with Innovation Award for YpsoLoop

As discussed in the company’s 1H25/26 report, three new product platforms were recently launched by Ypsomed. Each device reportedly uses only one to two types of plastic, down from seven in previous generations, and reduces CO₂ emissions by about 60%.

  • YpsoFlow is a spring-driven disposable pen for insulin and GLP-1 RAs;
  • YpsoDot is a compact, single use autoinjector for incretin and biologic drugs; and
  • YpsoLoop is a modular, recyclable autoinjector platform capable of delivering up to 2.25 mL. The device is fully recyclable and won the CPHI Innovation Award in October 2025.

All these names have a nice ring to them. In today’s announcement, Mr. Michel said that Ypsomed continues to maintain strong footing in the biologic, biosimilar, and incretin markets, which continue to grow. He said that the company’s focus on addressing chronic conditions shows that Ypsomed’s business is not cyclical in nature and hopes to be protected from economic downturns.

Continued progress on “Road to 1 Billion” manufacturing expansion strategy

Ypsomed has said that the company plans to expand to one billion devices by 2030 through a CHF 1.5 billion (~$1.8 billion) multi-site investment program. The current total installed capacity is about 350 million devices, as of 1H25/26. This will include new facilities or manufacturing expansions in: Solothurn, Switzerland, Schwerin II, Germany, Changzhou, China, and Holly Springs, North Carolina. In today’s update, Mr. Michel said that the company has now acquired the land and building for the Holly Springs site, and that the first manufactured batches were delivered to local customers in China.

New clinical excellence program announced with five drugs launched in Ypsomed devices

Mr. Michel also announced a new clinical excellence program, “Clear-to-Clinic,” which aims to de-risk and accelerate clinical trials for Ypsomed’s pharmaceutical and biotechnology clients. He also said that five therapies launched in Ypsomed devices in 3Q25. We look forward to further detail on these advancements.

Close Concerns’ Questions

  1. Given the advancement in US- and China-based manufacturing, what is Ypsomed’s expected timeline for scaling manufacturing volume in the next five years?
  2. How have the launches of YpsoFlow, YpsoDot, and YpsoLoop proceeded?

-- by Nour Khachemoune, Kat Moon, and Kelly Close

Ypsomed presents Q3 2025/26 update in new CEO video series starring Mr. Simon Michel -
Top