Xbrane Biopharma AB (FRA:7XB0)

Q2 2026 Xbrane Biopharma AB Earnings Call Transcript

Jul 17, 2026 / 10:59 AM GMT

Release Date Price: €0.892

Transcript

Key Points

Positve

Xbrane Biopharma AB (STU:7XB0) has resumed shipments of finished goods to Stada, contributing to a profit sharing of 127 million Swedish crowns.
The company is working on reducing production costs, which is expected to significantly improve gross margins from 2027 onwards.
Xbrane Biopharma AB (STU:7XB0) has resubmitted the BLA to the FDA for its biosimilar product, XinLucine, with a decision expected in October 2026.
The company has entered into a co-development agreement with Join Biologics for its biosimilar candidate to Darzalex, allowing progress without significant investment.
Xbrane Biopharma AB (STU:7XB0) is targeting a BLA submission for its biosimilar candidate to Opdivo, Extivane, during the next year, indicating progress in its development pipeline.

Negative

The company faces increasing competition in the biosimilar market, particularly from biosimilars to Eylea.
Xbrane Biopharma AB (STU:7XB0) reported a low gross margin of 5% for the quarter due to revised profit sharing and inventory adjustments.
There is an ongoing discussion with Valorum regarding financial terms, with no expectation of an upfront payment for XinLucine in the US.
The company has a sizable inventory of 175 million Swedish crowns, which ties up capital until converted into cash.
The cash flow for the quarter was negative, with an operating cash flow of minus 4.8 million Swedish crowns, indicating financial pressure.

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

XBRANE.ST - Xbrane Biopharma AB
Q2 2026 Xbrane Biopharma AB Earnings Call
Jul 17, 2026 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Hello everybody and welcome to our webcast in relation to the Q2 report 2026 of X-Brained Biopharma.

As usually, I will go through an operational update of the quarter and then Jane will go through a financial update.

We'll start off with Xin Lucy, our.

Biosimilar to Lucentis, which is on the market in Europe and commercialized by our commercialization partner, Stada.

Those of you who have followed us know the arrangement. We share the profit contribution 50/50 of the sales of St. Luci, and it's currently launched across 24 countries in Europe and a few countries in the Middle East.

And the sizable market opportunity, we are addressing eur5 billionos, steadily growing, although facing

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