BioArctic AB (CHIX:BIOABs)

Q3 2025 BioArctic AB Earnings Call Transcript

Nov 13, 2025 / 08:30 AM GMT

Release Date Price: kr298.2

Transcript

Key Points

Positve

BioArctic AB (BRCTF) has expanded its collaborations, including a new partnership with Novartis, enhancing its brain transporter technology's reach.
Lekembi, a treatment for Alzheimer's disease, is now approved in 51 countries, with recent launches in Canada, Germany, and Austria.
The company is advancing its R&D portfolio with new projects, including a promising initiative for Huntington's disease.
BioArctic AB (BRCTF) is on track to achieve its 2030 ambitions, with strong financials and increasing royalties contributing to profitability.
The subcutaneous auto-injector for Lekembi, known as iClick, has been approved in the US, offering a more convenient dosing option for patients.

Negative

There was a 22% decrease in Lekembi sales from Q2 to Q3 2025, primarily due to stockpiling effects in China.
The European market is expected to contribute less to global sales in the short term, with a slower rollout compared to the US and Japan.
Operating expenses have increased significantly, with a 50-60% rise expected for the full year compared to last year.
The company faces challenges in achieving sustainable profitability, with operating costs currently exceeding recurring revenues.
Lekembi's iClick will not be included on formularies until 2027, potentially limiting its competitive advantage in the short term.

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

BIOAb.ST - BioArctic AB
Q3 2025 BioArctic AB Earnings Call
Nov 13, 2025 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Thank you. Good morning and welcome to Biotic's presentation for the 3rd quarter of 2025. Biotics is continuing in a great way in our new era.

With yet another quarter where we see more and more patients are getting access to Lekembi, and we are broadening our collaborations, utilizing our brain transporter technology, and we are also broadening our portfolio with new projects and new modalities, and we will talk more about that in today's presentation.

Next slide, please.

Biotic is listed at Nasdaq.com large cap and this is our disclaimer.

Next slide, please.

So I'm Genilla Oswald and I'm the CEO of Biotic, and I will share today's presentation with our CFO Anders Martin Lee, and our Chief R&D

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