Q1 2025 Oncopeptides AB Earnings Call Transcript

May 15, 2025 / 07:00 AM GMT

Release Date Price: €0.157856 (+1.37%)

Transcript

Key Points

Positve

Oncopeptides AB (FRA:OND) reported a significant increase in net sales, almost tripling compared to Q1 last year and showing a 34% increase from Q4 2024.
The company achieved a positive reimbursement decision for PPEsti in Italy, marking a significant commercial milestone.
The FDA lifted the clinical hold on 035, advancing Oncopeptides AB (FRA:OND)'s future US ambitions.
Oncopeptides AB (FRA:OND) has made substantial progress in key European markets, with strong sales growth in Germany, Spain, and a promising start in Italy.
The company's cash position is strong at 107 million SEK, with a plan to reach cash flow positivity by the end of 2026.

Negative

Oncopeptides AB (FRA:OND) faces currency headwinds due to the weaker EUR compared to the SEK, impacting financial results.
Challenges in market access processes and lengthy negotiations are present in France, Norway, and Ireland, affecting profitability plans.
The company needs to secure additional funding to bridge cash requirements until profitability is achieved.
There is uncertainty regarding the currency impact for the rest of the year, which could affect sales figures.
The fragmented market in Germany presents challenges in capturing the full potential due to its scattered prescriber base.

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

ONCO.ST - Oncopeptides AB
Q1 2025 Oncopeptides AB Earnings Call
May 15, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hi, everyone, and welcome to the presentation of Oncopeptide's report for the first quarter of 2025. This is our standard disclaimer.

I'm Sophia Reiss, CEO of Oncoeptides, and I'm joined as always by our CFO Hendrik Bentoft who will walk you through the financials.

But let's begin by highlighting some key developments this quarter.

The first quarter was a strong start to the year, despite some headwinds in terms of weaker EUR which we sell in compared to the SEK which we report in and some seasonal effects that temporarily postponed treatments for certain patients, we delivered net sales of 13.3 million sick.

That means we almost tripled our sales compared to Q1 last year and see a 34% increase compared to

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