Q4 2025 Oncopeptides AB Earnings Call Transcript

Feb 19, 2026 / 08:00 AM GMT

Release Date Price: €0.156684 (-36.96%)

Transcript

Key Points

Positve

Oncopeptides AB (STU:OND) reported a 125% increase in full-year net sales for 2025, reaching 71.1 million SEK.
The company announced a rights issue of up to 200 million SEK to expand its PDC platform into glioblastoma treatment, which could unlock significant future value.
Operating expenses decreased by 16% in the fourth quarter and 7% for the full year, reflecting effective cost control.
The gross profit for the year was 68.7 million SEK, with a strong gross margin of 97%, demonstrating the scalability of their business model.
Oncopeptides AB (STU:OND) has a promising pipeline, particularly in glioblastoma, with potential to transform the company and address high unmet medical needs.

Negative

Growth in Germany was slower than expected, and a medical doctors' strike in Spain negatively impacted sales in Q4.
The company has pushed its target for positive cash flow from 2026 to 2027 due to lower than anticipated sales growth.
The German market is challenging due to a scattered prescriber base and restricted access for pharmaceutical representatives.
The company's reliance on partnerships for geographic expansion has shown slow progress, particularly in complex regions like Africa and the Middle East.
The timeline for a potential partnership deal in Japan is uncertain and largely out of Oncopeptides AB (STU:OND)'s control.

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

ONCO.ST - Oncopeptides AB
Q4 2025 Oncopeptides AB Earnings Call
Feb 19, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to Oncopeptide's year-end earnings call for 2025. For the first part of the conference call, the participants will be in listen-only mode. During the questions and answer session, participants are able to ask questions by dialing 5 on their telephone keypad. Now I will hand the conference over to CEO Sophia Haggis and CFO Henrik Bergen-Toft. Please go ahead.

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Unidentified_2 [2]
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Hello everyone and welcome to the presentation of Oncopeptide's year-end report for 2025. My name is Sofia Hegis and I am the CEO of the company.

Before we begin, I would

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