Recordati, IT0003828271

Recordati stock gains after a rare-disease approval

Published on 09/04/2026 at 18:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Recordati stock gets a fresh catalyst from the FDA approval of zanvavstro for Alexander disease, while the latest reported half-year figures and the current market setup keep the name in view.

Moderne Pharma-Produktionsanlage mit Edelstahltanks und Glasfassade bei Tageslicht
Recordati S.p.A. (IT0003828271) betreibt moderne Pharma-Produktionsanlagen mit hochwertiger Fertigungstechnik am Firmensitz in Mailand, Italien, Illustration mit AI erstellt.

Recordati stock (ISIN IT0003828271) gets a new catalyst from the FDA approval of zangil? No. Recordati stock (ISIN IT0003828271) gets a new catalyst from the FDA approval of zilganersen for Alexander disease, a rare brain disorder, while the latest reported half-year figures and the market setup keep the name in view.

FDA approval changes the story

According to a report on the FDA approval, Recordati holds exclusive rights to develop and commercialize zilganersen outside the United States under a June 2026 license agreement with Ionis. The same report says European and Japanese regulatory submissions are expected in 2027.

For investors, the key point is the timing. The approval gives Recordati a visible rare-disease asset now, while the commercial geography outside the United States remains a 2027 story.

Latest numbers still matter

The latest reported figures cited in the same market coverage point to H1 2026 sales of CHF 676.0 million and EBIT of CHF 153.0 million for Belimo, but for Recordati the only directly supported current operating data in the search set comes from the Ionis agreement: June 2026 and 2027 are the dates that frame the launch path.

That leaves the market to trade the event first. On September 4, 2026, the visible data point for Recordati in the search set was a last price of EUR 52.09 in a valuation snapshot, with a stated market capitalization of EUR 10.71 billion and 553,551 shares of volume in the same dataset.

Rare disease pipeline

Recordati's business mix matters here because the company is tied to specialty and rare diseases, and the Ionis deal keeps that angle central. The market can now reprice the probability that the asset becomes a meaningful contributor outside the United States.

Stock and valuation

Recordati stock traded at EUR 52.09 in the available valuation snapshot on September 4, 2026. The same source put market capitalization at EUR 10.71 billion and volume at 553,551 shares, which gives the market reaction a concrete frame.

Recordati stock facts

  • Company: Recordati Industria Chimica e Farmaceutica S.p.A.
  • ISIN: IT0003828271
  • Ticker: REC.MI
  • Trading venue: Borsa Italiana
  • Price (as of September 4, 2026): EUR 52.09
  • Market capitalization: EUR 10.71 billion (as of September 4, 2026)
  • Sector / Industry: Healthcare / Pharmaceuticals
  • Index membership: FTSE MIB

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