Q3 2025 Medivir AB Earnings Call Transcript
Key Points
- Medivir AB (STU:MVR0) announced a fully guaranteed rights issue supported by main shareholders to fund the development of their lead asset, fostrox.
- The company signed a licensing agreement for remetinostat, potentially generating significant value upside.
- Fostrox is positioned to address a significant unmet medical need in second-line liver cancer, with strong support from global experts.
- The collaboration with the Korean Cancer Study Group is expected to ensure rapid and robust data generation for the Phase 2 study.
- The financials for Q3 showed improved cash flow and reduced clinical costs, aligning with company expectations.
- The rights issue indicates a need for additional capital, reflecting potential financial constraints.
- There is a lack of prospective second-line study data in the liver cancer space, highlighting challenges in clinical development.
- The IP protection for remetinostat is limited, which may impact its long-term commercial potential.
- The company has not yet secured a partner for the commercialization of fostrox, which could delay market entry.
- The financial results showed an operating loss of approximately $14 million, despite improvements from the previous year.
Welcome to Medivir Q3 report 2025. For the first part of the conference call. (Operator Instructions)
Now I will hand the conference over to CEO Jens Lindberg. Please go ahead.
Thank you and welcome everyone to our sort of Q3 report 2025 at Medivir.
We will focus on three things today as we go through the recent quarter and as we look ahead to the next steps. Relatively eventful time. We recently announced, our intent to raise capital via, rights issue, and we're holding, an extra general meeting on Monday to vote on that fully guaranteed rights issue, which is supported by our main shareholders, and this rights issue will enable us to take a major step forward with our lead asset or with our main project, fostrox, in order to generate robust, and randomized data in a rapid fashion to confirm the benefit, of fostrux in combination with Glenvima. And Pia will share, much more detail on this sort of as we go through the presentation today.
Pia will also talk about sort of the latest
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