Q3 2025 Oncopeptides AB Earnings Call Transcript
Key Points
- Net sales reached SEK20.2 million, marking a 174% increase year-over-year and the fourth consecutive quarter of growth.
- The company achieved a robust gross margin of 99%, highlighting the strength and scalability of its business model.
- Successful completion of a rights issue raised SEK150 million, oversubscribed by 157%, reflecting strong investor confidence.
- Pepaxti gained further recognition and credibility, being included in EHA/EMN clinical guidelines and supported by new independent publications.
- Continued commercial traction in key European markets, with Italy leading growth and Spain achieving full regional access.
- Operating expenses increased slightly in sales and marketing, reflecting expansion efforts, which could impact short-term profitability.
- Net profit remained negative at minus SEK60.9 million, influenced by noncash fair valuation of warrants.
- The company is still sensitive to seasonal effects, with a slowdown during the European vacation period affecting sales.
- Research and development costs decreased due to no ongoing clinical studies, potentially impacting future innovation.
- The Japanese partnership discussions are progressing slowly due to internal processes and governance, delaying potential market entry.
Hi, everyone, and welcome to the presentation of Oncopeptides report for the third quarter of 2025. My name is Sofia Heigis, and I am the CEO of Oncopeptides.
As we have increased our shareholder base in the last quarter, I wish to welcome old as well as new shareholders to this earnings call. This is our standard disclaimer. As usual, I'm joined by our CFO, Henrik Bergentoft, and together, we'll present our financial and operational performance for the third quarter, which is concluding that we are still on track towards becoming a profitable company by the end of 2026.
The third quarter was a strategically important period for Oncopeptides, as we knew we will have to demonstrate resilience in execution given the vacation period. Net sales reached SEK20.2 million, representing a 174% increase year-over-year and marking our fourth consecutive quarter-over-quarter growth.
In July, we delivered an all-time high, which was followed by another all-time high in September. In between, we saw a seasonal slowdown typical during
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
