Q1 2026 Camurus AB Earnings Call Transcript

May 12, 2026 / 12:00 PM GMT

Release Date Price: $63.3

Transcript

Key Points

Positve

Camurus AB (CAMRF) reported a 15% sequential increase in total revenues, reaching 533 million SEK.
The company maintained a strong operating margin of 32% and ended the quarter with a robust cash position of 3.9 billion SEK.
Significant in-market growth was observed, with VIVRA growing 17% and OxyESA achieving 4 million SEK in net sales in Germany.
Rigsadi royalties increased by 44% year-on-year, or 59% at constant exchange rates, indicating strong performance in the US market.
The FDA accepted the Auclase NDA in the US, with an anticipated decision date in June, signaling potential future growth.

Negative

Total revenues decreased by 5% year-on-year, primarily due to unfavorable currency effects and channel spacing.
Reported price sales were down 12% year-on-year, or 6% at constant exchange rates, indicating challenges in pricing strategy.
Operating results for the quarter were down 30% compared to the same period last year, highlighting profitability challenges.
Marketing and distribution costs increased significantly, driven by expansion efforts and entry into the US market.
The UK market faced funding restraints, impacting sales, although a new three-year budget for the NHS was announced.

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

CAMX.ST - Camurus AB
Q1 2026 Camurus AB Earnings Call
May 12, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to Camilio's Q1 Report 2026. During the questions and answer session, Telco participants are able to ask questions by dialing pound key five on the telephone keypad. Now I will hand the conference over to CEO Jake Tiepai. Please go ahead.

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Unidentified_2 [2]
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Thank you so much, Einar. Good day, everyone, and welcome to our first earnings call in 2026.

Please note first our forward-looking statements.

Here is the agenda for today. I'll start with the highlights. Anders will cover the financials, Richard, the commercial update, and I will return

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