Q3 2025 Orexo AB Earnings Call Transcript

Oct 23, 2025 / 12:00 PM GMT

Release Date Price: €2.71 (-18.89%)

Transcript

Key Points

Positve

Orexo AB (ORXOF) has made significant progress in its R&D projects, particularly with the GLP1 agonist project, showing promising in vivo data.
The company received a BAA fund worth $8 million, potentially increasing to $51 million, to finance the majority of the OX 390 project.
Orexo AB (ORXOF) maintains nearly unrestricted access to 99% of the US market for its product, Suboxone, with no expected changes for the next year.
The company has a strong partnership with BAA, which provides both financial support and technical expertise for the development of OX 390.
Orexo AB (ORXOF) has seen an increase in interest from international investors, indicating potential growth and market confidence.

Negative

The company faced a negative EBITDA for the quarter, primarily due to increased share price value impacting provisions for taxes and social securities.
Orexo AB (ORXOF) experienced a decline in wholesaler inventory in the US, impacting revenue development compared to the previous year.
The US dollar to Swedish krona exchange rate posed a strong headwind, negatively impacting revenues by nearly SEK 11 million.
There is increased uncertainty in the US market, particularly affecting partner discussions and the commercialization strategy for ICR.
The introduction of generics has led to a steady decline in volumes within previously exclusive contracts with United Health Group and Humana Medicare.

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

ORX.ST - Orexo AB
Q3 2025 Orexo AB Earnings Call
Oct 23, 2025 / 12:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Mode, your line is muted. The conference will begin when the next party joins.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
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 answer 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.

--------------------------------------------------------------------------------
Unidentified_3 [3]
--------------------------------------------------------

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.