Full Year 2025 Ucb SA Earnings Call Transcript
Key Points
- UCB SA (UCBJF) reported a strong net sales growth of 35% at constant trend, driven by its five growth drivers.
- Bimekizumab achieved over EUR2.2 billion in sales in 2025, demonstrating significant growth and market penetration.
- The company received FDA approval for KYGEVVI, the first treatment for TK2 deficiency, marking a significant milestone in ultra-rare diseases.
- UCB SA (UCBJF) has a long period of exclusivity for its products, with the first loss of exclusivity not occurring until 2033.
- The company has made a strategic investment of $5 billion in the US for a mammalian manufacturing site, supporting future production capabilities.
- The company faces pricing pressure in the US, particularly due to new IRA Medicare Part D legislation and the impact of 340B.
- BRIVIACT is expected to face loss of exclusivity in the US and Europe in 2026, which could impact future revenues.
- The competitive landscape in atopic dermatitis and other areas poses challenges, leading to the prioritization of certain assets over others.
- UCB SA (UCBJF) anticipates a decrease in net price for BIMZELX as access expands, which may affect revenue growth.
- The company acknowledges the high-risk nature of developing treatments for Alzheimer's disease, as seen with bepranemab, and is considering ways to mitigate this risk.
Welcome to the UCB full-year 2025 Capital Markets call. My name is Antje, and I'm doing Investor Relations at UCB.
Before I introduce you to the agenda and hand over to the speakers today, I have some remarks. This video is being recorded. You can find the presentation in our download center, if you dial in by the phone. The presentation and the following Q&A session are intended for institutional Capital Market participants only. If you're not, please disconnect now.
This presentation and the following Q&A session are covered by the disclaimer and Safe Harbor statement as stated on slide 2 of the slide deck. Kindly read this carefully.
With this, I'd like you to introduce you to our speakers today: Jean-Christophe Tellier, our CEO; Emmanuel Caeymaex, Head of Patient Evidence; Fiona du Monceau, our Chief Commercial Officer; Sandrine Dufour, our CFO; and this will then be followed by a Q&A session with all presenters.
Thank you. Jean-Christophe, over to you.
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