Q3 2025 Camurus AB Earnings Call Transcript

Nov 6, 2025 / 01:00 PM GMT

Release Date Price: $57.45 (-16.56%)

Transcript

Key Points

Positve

Camurus AB (FRA:7CA) reported a strong profitability with a 48% increase in profit to SEK 245 million.
Quarterly revenues increased by 18% year-on-year, driven by higher royalties.
The company maintained a strong cash position, increasing it to SEK 3.5 billion.
Successful marketing approvals for OxyISA in the UK and preparation for its European launch.
Positive progress in R&D with two new orphan drug designations and completion of a Phase 1B trial for a new formulation.

Negative

Full-year revenue guidance was lowered due to headwinds and slower-than-expected sales in certain regions.
Commercial performance was mixed, with slowed sales in Europe due to ongoing funding issues.
There were delays in the allocation of committed governmental funding for treatments in the UK.
R&D investments decreased by 33% compared to the same period last year, indicating potential delays in some projects.
Uncertainty remains about the timing of sales milestones, particularly in the US market.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CAMX.ST - Camurus AB
Q3 2025 Camurus AB Earnings Call
Nov 06, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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But please go ahead.

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Unidentified_2 [2]
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Thank you so much, Eyer, and hello everyone. Welcome to our 3rd quarter earnings call.

It's a beautiful autumn day here in Lund, Sweden, where we are sending this from.

I will assume that you have read our forward-looking statements going forward here.

So the agenda for the call today is as follows. We start with 3rd quarter highlights, move on to financial and commercial performance reviews, followed by an update on R&D, and then we'll finish off with the key takeaways and Q&A.

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