Q2 2026 Orexo AB Earnings Call Transcript

Jul 16, 2026 / 12:00 PM GMT

Release Date Price: €1.9

Transcript

Key Points

Positve

Orexo AB (ORXOY) has successfully completed an in vivo study for their 390 project, indicating progress in their R&D efforts.
The company is on track to file for ICPRI in Q3 and start a clinical trial in Q4, showing a clear timeline for product development.
Orexo AB (ORXOY) has initiated a scientific collaboration with an external pharmaceutical company, enhancing their R&D capabilities.
The recruitment of a new head of business development, Ahila Nasaji, is expected to strengthen Orexo AB (ORXOY)'s business development efforts.
Orexo AB (ORXOY) has a cash position of 233 million, providing a financial cushion for ongoing and future projects.

Negative

Orexo AB (ORXOY) is undergoing a transformation process, which has led to inflated operational expenses and cash flow issues.
The company is facing legal challenges with the Department of Justice, which involves significant legal fees and potential settlements.
Orexo AB (ORXOY) has experienced low Abstral royalties due to expiring agreements and geopolitical issues in the Middle East.
The company is dealing with the impact of generic product launches in Canada, affecting EDRA royalties.
Orexo AB (ORXOY) has incurred one-time costs related to exiting contracts and reducing staff, impacting their financial performance.

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

ORX.ST - Orexo AB
Q2 2026 Orexo AB Earnings Call
Jul 16, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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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.

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Unidentified_2 [2]
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Good afternoon, everyone, and welcome to this second quarter interim report presentation from me, Nicholas Sorensen, the CEO of Orexo, and Frederik Jasten, who is the CFO of the company. For those of you who have been following today, you understand

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