Q2 2026 Hansa Biopharma AB Earnings Call Transcript

Jul 22, 2026 / 12:00 PM GMT

Release Date Price: kr25.64

Transcript

Key Points

Positve

Hansa Biopharma AB (FRA:24H) reported a transformative quarter with strengthened commercial support in Europe through a partnership, enhancing patient access and long-term success.
Positive top-line data from the confirmatory European trial, PAS, paves the way for conversion from conditional to full approval in Europe, expected next year.
The executive team was strengthened with the addition of Frederick Reck as VP Business Development and Adam Cutler as the new CFO.
Q2 2026 product sales increased by 39% compared to Q1 2026, with strong performance in Spain and solid sales in France, Italy, Germany, and the UK.
The U.S. market represents a significant opportunity, estimated at $2 billion, with a high unmet need for kidney transplants among highly sensitized patients.

Negative

Q2 2026 revenues showed a slight decrease compared to Q2 2025, with a 2% drop in total revenue and product sales.
The partnership in Europe may have a short-term negative impact on financial performance due to inherent uncertainties.
SG&A expenses increased by 12% compared to Q1 2026, driven by preparation costs for the expected U.S. market launch and other factors.
R&D expenses decreased by 29% compared to Q2 2025, primarily due to the wind-down of clinical trial activities and restructuring, which may impact future innovation.
The company faces significant hurdles in Germany due to the pause of the Urotransplant Accepted Mismask Program, although recent consensus recommendations may improve future growth.

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

HNSA.ST - Hansa Biopharma AB
Q2 2026 Hansa Biopharma AB Earnings Call
Jul 22, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, and welcome to the Hanza Biopharma Second Quarter and First Half Year 2026 Financial Results Conference Call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on a touch-tone phone. To withdraw your question, please press star then two. Please note this event is being recorded. I would now like to turn the conference over to Hansa Biopharma CEO, Rene Aguiar-Lukander. Please go ahead.

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Unidentified_2 [2]
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