Xbrane Biopharma AB (STU:7XB0)

Q3 2025 Xbrane Biopharma AB Earnings Call Transcript

Oct 24, 2025 / 07:00 AM GMT

Release Date Price: €2.18

Transcript

Key Points

Positve

Xbrane Biopharma AB (FRA:7XB0) has launched its Lucentis biosimilar in 24 countries, including 20 in Europe and 4 in Asia and the Middle East.
The company has a 50/50 profit-sharing agreement with its partner for the Lucentis biosimilar, indicating a collaborative approach to market penetration.
Xbrane Biopharma AB (FRA:7XB0) is the market leader among biosimilars in Italy and Germany, showcasing strong regional performance.
The company has resumed shipments to its partner, which is expected to convert inventory into cash, improving liquidity.
Xbrane Biopharma AB (FRA:7XB0) has initiated a clinical trial for its biosimilar candidate to Opdivo, with a potential launch in the US immediately post-patent expiration in December 2028.

Negative

The company faced a delay in FDA approval for its Lucentis biosimilar, receiving a complete response letter due to unresolved observations at a manufacturing site.
There was no volume growth for the Lucentis biosimilar from Q2 to Q3, attributed to increased competition and price pressure in the market.
Xbrane Biopharma AB (FRA:7XB0) had to make a negative adjustment of 10 million Swedish crowns to expected profit sharing, impacting net revenue.
The company experienced delays in shipments during Q3 due to manufacturing issues, affecting revenue recognition.
The development of the pre-filled syringe, seen as key for market adoption, is delayed due to cash flow considerations and investment timing.

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

XBRANE.ST - Xbrane Biopharma AB
Q3 2025 Xbrane Biopharma AB Earnings Call
Oct 24, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Come to our webcast in relation to our quarterly report for the 3rd quarter of 2025.

My name is Martin. I'm the CEO of Xin B Pharma, and I have with me today also our CFO Jane.

So we will, so we usually do start to go through the operational highlights of the quarter, and then Jane will go through the financial highlights and then we will have some minutes for Q&A to watch the end. And you can ask questions either via the audio function if you've called in or be at the chat.

Okay.

So we'll start with the Lucy, or Lucentes bisimilar, which we have partnered up with Stardom currently launched in 24 countries, out of which 20 in Europe and 4 in Asia, Middle East.

It's quite

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