Xbrane Biopharma AB (STU:7XB0)

Q2 2026 Xbrane Biopharma AB Earnings Call Transcript

Jul 17, 2026 / 10:59 AM GMT

Release Date Price: €0.906 (-0.88%)

Transcript

Key Points

Positve

Xbrane Biopharma AB (STU:7XB0) has resumed shipments of finished goods to Stada, contributing to a profit sharing of 127 million Swedish crowns.
The company is working on reducing production costs, which is expected to significantly improve gross margins from 2027 onwards.
Xbrane Biopharma AB (STU:7XB0) has resubmitted the BLA to the FDA for its biosimilar product, XinLucine, with a decision expected in October 2026.
The company has entered into a co-development agreement with Join Biologics for its biosimilar candidate to Darzalex, allowing progress without significant investment.
Xbrane Biopharma AB (STU:7XB0) is targeting a BLA submission for its biosimilar candidate to Opdivo, Extivane, during the next year, indicating progress in its development pipeline.

Negative

The company faces increasing competition in the biosimilar market, particularly from biosimilars to Eylea.
Xbrane Biopharma AB (STU:7XB0) reported a low gross margin of 5% for the quarter due to revised profit sharing and inventory adjustments.
There is an ongoing discussion with Valorum regarding financial terms, with no expectation of an upfront payment for XinLucine in the US.
The company has a sizable inventory of 175 million Swedish crowns, which ties up capital until converted into cash.
The cash flow for the quarter was negative, with an operating cash flow of minus 4.8 million Swedish crowns, indicating financial pressure.

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

XBRANE.ST - Xbrane Biopharma AB
Q2 2026 Xbrane Biopharma AB Earnings Call
Jul 17, 2026 / NTS GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Hello everybody and welcome to our webcast in relation to the Q2 report 2026 of X-Brained Biopharma.

As usually, I will go through an operational update of the quarter and then Jane will go through a financial update.

We'll start off with Xin Lucy, our.

Biosimilar to Lucentis, which is on the market in Europe and commercialized by our commercialization partner, Stada.

Those of you who have followed us know the arrangement. We share the profit contribution 50/50 of the sales of St. Luci, and it's currently launched across 24 countries in Europe and a few countries in the Middle East.

And the sizable market opportunity, we are addressing eur5 billionos, steadily growing, although facing

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.