Monday's Radar: (Nasdaq: COSM) Aims For Disruption In A Forecasted $465Bn Market

For two years, the wei-ght-loss conversation has centered on injectables.

Any content you receive is for information purposes only. Always conduct your own research. *Sponsored Monday's Radar: (Nasdaq: COSM) Aims For Disruption In A Forecasted $465Bn Market *Click Here To Get Our Alerts Faster Via SMS* September 28th Dear Reader, For two years, the wei-ght-loss conversation has centered on injectables. A small Nasdaq-listed heal-thcare group is coming at the category from a different direction, and it is financing that effort in a way very few public healt-hcare companies have tried. Cosmos Health Inc. (Nasdaq: COSM) engaged Prime Ledger Inc., a digital asset advisory and tokenization firm, to structure a tokenized financing backed by its CCX0722 intellectual property. The plan involves no new Cosmos common shares, and the company expects to keep the economic benefits of CCX0722, including future cash flows. So what is CCX0722? It is an ingestible, hydrogel-based medical device in development. Taken as a capsule before meals, the dried hydrogel absorbs water and expands more than 100-fold in the stomach to support a feeling of fullness. It is not systemically absorbed and passes naturally through the gastrointestinal tract. Ownership is clean. Cosmos acquired international patent application WO2025108566A1, titled "Hydrogel for Body Weight Management," outright in June, with no licensing fees or royalty-sharing. The application has since advanced into the United States, Europe, Australia and Canada. Two large themes meet here. The company points to a wei-ght-management market projected at $562.2Bn by 2033, and to a 2025 BCG/Ripple analysis that sees tokenized real-world assets growing from about $0.6Tn to $18.9Tn by 2033. Cosmos has also noted there is no assurance the financing will be completed, so this is a development to watch step by step. Behind The Scenes: The Operating Engine A patent story only matters if the core business can carry it. Cosmos addressed that in its 2026 year-to-date corporate update. First-half revenue reached $36.91Mn, up 29.7%, and operating cash requirements ran more than 30% below the average of the prior two years. Artificial intelligence is part of that efficiency push. The company has deployed AI across order management, warehouse and supply chain operations, and its Cloudscreen research platform, citing potential to cut certain operating expenses by up to 30%. COSM CEO Greg Siokas closed the update with a line meant for skeptics: “Cosmos is not a promise. It is performance.” CosmoFarm's robotic distribution center in Greece. Source: Cosmos Health company presentation The Shift: Toward Owned IP And Higher-Margin Brands Cosmos is steadily moving its mix toward products it owns. CCX0722 is the headline asset, but the U.S. 18 Series is the nearer-term driver. Management projects Oliv18 alone at more than $6Mn in annual U.S. revenue at a gross margin of about 72% within 12 to 18 months. Combined, the 18 Series and NOOR Collagen are projected above $22.7Mn in annualized revenue, and NOOR's subscription model shows an early repeat purchase rate above 60%. Liv18 production began at a GMP-certified, FDA-registered U.S. facility, with projected annual revenue above $5Mn at roughly 75% gross margin, while Fort18 extends the line into men's wellness. Company Breakdown: Cosmos Health Inc. (Nasdaq: COSM) Cosmos Health Inc. is a diversified, vertically integrated global heal-thcare group. It owns brands including Sky Premium Life, Mediterranation, bio-bebe, C-Sept and C-Scrub, and manufactures through Cana Laboratories, an EU GMP-licensed, EMA-certified facility in Athens, Greece. Subsidiaries also distribute pharmaceuticals and over-the-counter products to pharmacies and wholesalers in Greece and the UK. The company has R&D partnerships targeting obesity, diabetes and cancer, supported by AI repurposing technology, and signed a letter of intent to acquire Doc Pharma S.A. Its CosmoFarm unit posted a record Q2 above $15Mn after adding more than 80 pharmacies, and deployed AI robotic automation for inventory and order fulfillment. Sector Watch: The Weight-Management Economy Estimates differ, but they all point up. Market.us values the global wei-ght management market at $217.8Bn in 2024 and projects about $465.9Bn by 2034, a 9.7% CAGR, with North America holding over 38.8% share. A non-systemic, mechanical approach fits a market looking for options beyond prescriptions. That is the lane CCX0722 is designed for. 6 Potential Catalysts Behind Our (Nasdaq: COSM) Watch #1. Non-Dilutive Tokenized Financing Structure In Development For CCX0722. The Prime Ledger engagement lets (COSM) pursue funding for a single asset without issuing common shares. #2. Fully Owned Hydrogel Patent Advancing Across Four Markets. With no royalties or third-party dependency, (COSM) keeps full control of CCX0722's economics. #3. High-Margin U.S. Brands Projected Above $22.7Mn Annualized. The 18 Series and NOOR portfolio gives (COSM) a direct-to-consumer, subscription-capable revenue line. #4. Contract Manufacturing Orderbook Has Passed 32.7Mn Units. Two September agreements added roughly 7.7Mn units, extending production visibility for (COSM) at its Athens plant. #5. Technical Picture Has Flipped Toward A Bullish Tilt. Barchart showed 8 of 13 indicators flashing bullish for (COSM) at close on Friday, a sharp change from a 100% bearish reading one month ago. #6. A Zacks Small-Cap Research Analyst Target Of $4.50. Zacks Small-Cap Research initiated coverage of (COSM) earlier this year with a $4.50 target. That target suggests a potential upside over 400% from Friday’s close. The Takeaway Cosmos Health Inc. (Nasdaq: COSM) is running two stories at once: a growing, increasingly efficient heal-thcare business, and a novel attempt to finance a wholly owned wei-ght-management asset through tokenization. Consider putting COSM on your radar, and watch closely as the CCX0722 financing structure takes shape. Coverage is officially initiated on Cosmos Health Inc. (Nasdaq: COSM). Be on the lookout for updates heading your way soon. Talk shortly. Sincerely, FierceAnalyst | Jaks Swift Editorial Writer (Always Remember The St-ock Prices Could Be Significantly Lower Now From The Dates I Provided.) *FierceInvestor (FierceInvestor . com) is owned by SWN Media LLC, a limited liability company. Data is provided from third-party sources and FierceInvestor ("FI") is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile I bring to your attention. We do not provide personalized fin-ancial advice, are not finan-cial advisors, and our opinions are not suitable for all in-vest-ors. Pursuant to an agreement between SWN Media LLC and TD Media LLC, SWN Media LLC has been hired for a period beginning on 09/27/2026 and ending on 09/28/2026 to publicly disseminate information about (COSM:US) via digital communications. Under this agreement, TD Media LLC has paid SWN Media LLC seventeen thousand five hundred USD ("Funds"). To date, including under the previously described agreement, SWN Media LLC has been paid thirty five thousand USD ("Funds"). These Funds were part of the twenty five thousand USD funds that TD Media LLC received from a third party named Kilwater Capital LLC who did not receive the Funds directly or indirectly from the Issuer and does not own st-ock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices. Neither SWN Media LLC, TD Media LLC and their member own shares of (COSM:US). 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