Camurus AB (OSTO:CAMX)

Q1 2025 Camurus AB Earnings Call Transcript

May 15, 2025 / 12:00 PM GMT

Release Date Price: kr543.5 (-12.55%)

Transcript

Key Points

Positve

Camurus AB (CAMRF) reported a strong financial performance with total revenue of 558 million SEK, a 43% increase compared to the same period last year.
Product sales grew by 33% year-over-year, with significant contributions from markets in Europe and Australia.
The company achieved a gross margin of 93% for the quarter, an improvement of 88 basis points from the previous year.
Camurus AB (CAMRF) initiated dosing in a phase 1 study of their once-monthly semaglutide formulation, indicating progress in their R&D pipeline.
The company received a positive CHMP recommendation for the approval of CAM 2029 in Acromegaly in the EU, under the trade name Oxy ISA.

Negative

The US buprenorphine OUD market experienced a 13% decline, impacting Camurus AB (CAMRF)'s royalty income from the US.
Swedish currency volatility negatively impacted reported figures, with a 3-point negative impact on product sales and a 12-point negative impact on royalty figures.
R&D investment decreased by 27% compared to the same period last year, which may affect future innovation and product development.
The unwinding of Medicaid continuous enrollment and budget restrictions in federal prisons in the US posed challenges to market growth.
The company faces potential delays in the US registration process for CAM 2029 due to third-party manufacturer issues, requiring an independent audit.

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

CAMX.ST - Camurus AB
Q1 2025 Camurus AB Earnings Call
May 15, 2025 / 12:00PM GMT

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Presentation
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First quarter earnings score.

As previously, please note our forward-looking statements.

So the agenda for today's call is as follows. We start with business highlights followed by reviews of financial and commercial performance.

Then finish off with a short R&D update before moving over to Q&A.

So as previously with me today are John Garry, our Chief Financial Officer, and Richard Jason, Chief Commercial Officer.

So overall, Cameros had a productive and highly profitable first quarter of 2025.

This was driven by continuous commercial execution in Europe and Australia, strengthening our leadership position in opioid dependence treatment.

Vividol sales increased to 485 million,

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