Oncopeptides AB (LTS:0RN4)

Q1 2026 Oncopeptides AB Earnings Call Transcript

May 13, 2026 / 07:00 AM GMT

Release Date Price: kr1.27

Transcript

Key Points

Positve

Oncopeptides AB (FRA:OND) reported a 91% increase in net sales for Q1 2026 compared to Q1 2025, indicating strong demand and commercial traction.
The company achieved a 99% gross margin, highlighting the scalability and quality of its revenue base.
Operating expenses decreased by 11% year-over-year, showcasing effective cost management and setting up attractive operating leverage.
Oncopeptides AB (FRA:OND) secured fast-track designation for a clinical study in glioblastoma, emphasizing its focus on high unmet medical needs.
The successful rights issue raised approximately 200 million SEK, strengthening the company's cash position and providing flexibility for future opportunities.

Negative

The company faced challenges in Spain, with underperformance during Q1 due to limited access to physicians and competitive pressure.
Negotiations in Japan have been delayed, impacting the company's ability to expand its market presence in the region.
The treatment landscape in the Middle East is unstable, making it difficult to predict potential sales in the region.
Oncopeptides AB (FRA:OND) experienced slower-than-expected growth at the end of 2025, affecting its momentum into 2026.
The company is still in the process of securing regulatory approval for expanding Pepaxiti's label into the third line, which could impact future sales growth.

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

ONCO.ST - Oncopeptides AB
Q1 2026 Oncopeptides AB Earnings Call
May 13, 2026 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to Oncopeptide's first quarter earnings call for 2026. For the first part of the conference call, the participants will be in listen-only mode. During the questions and answers session, participants are able to ask questions by dialing pound key 5 on their telephone keypad. Now I will hand the conference over to CEO Sophia Hagus and CFO Henrik Bergentoft. Please go ahead.

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Unidentified_2 [2]
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Welcome to the Oncopeptides webcast for the first quarter of 2026. Please note the disclaimer regarding forward-looking statements. Today's presentation is led by

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