Q1 2026 Orexo AB Earnings Call Transcript

Apr 28, 2026 / 12:00 PM GMT

Release Date Price: $2.1 (-6.25%)

Transcript

Key Points

Positve

Orexo AB (ORXOF) successfully divested its subsalt business, which has allowed the company to focus on restructuring and cleaning up its balance sheet.
The transition of the subsalt business to Dexel has been smooth, ensuring no interruption in product availability for patients.
Orexo AB (ORXOF) is on track to receive an earn-out based on Dexel's sales performance, which is looking promising.
The funds from the subsalt sale have enabled continued investment in Orexo AB (ORXOF)'s R&D programs, which are progressing steadily.
Orexo AB (ORXOF) is expanding its use of amorphous technology into new areas, including GLP-1 agonists and vaccines, with promising developments in semaglutide oral formulations.

Negative

The divestment of the subsalt business has significantly impacted Orexo AB (ORXOF)'s cash position and quarterly results.
Orexo AB (ORXOF) faced higher administrative costs due to increased legal fees related to the DOJ investigation.
The company reported a negative net profit for both continued and discontinued operations, primarily due to restructuring costs.
Orexo AB (ORXOF) experienced a negative cash flow in Q1, largely due to the early redemption of a corporate bond.
There is ongoing uncertainty and volatility in resolving the legal situation with the US Department of Justice, impacting Orexo AB (ORXOF)'s expenses.

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

ORX.ST - Orexo AB
Q1 2026 Orexo AB Earnings Call
Apr 28, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the conference call. 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 *5 on their telephone keypad. Now I will hand the conference over to the speakers. Please go ahead.

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Unidentified_2 [2]
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Welcome to this first quarter presentation of Orexos results this quarter. Together with me today, I have Frederik Jasleen, who is the CFO of Orexo, and I am Nicolai Sorensen, the CEO of Orexo.

This quarter will be the first quarter when we

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