Full Year 2026 Medincell SA Earnings Call Transcript

Jun 16, 2026 / 04:00 PM GMT

Release Date Price: €27.3 (-1.52%)

Transcript

Key Points

Positve

Medincell SA (STU:MEB) has successfully executed its Shift to Growth strategy, with strong performance across its three growth engines: Risperidone LAI, Holonza PIN LAI, and ABBI Number One.
The company reported a significant increase in royalties from UZD, with net sales by Teva reaching $215 million, up from $141 million the previous year.
Olanzapine LAI is on track for a U.S. launch in the fourth quarter of 2026, with regulatory paths clearly defined and submissions accepted by the FDA.
Medincell SA (STU:MEB) is expanding its pipeline with 15 active programs at the formulation stage, focusing on high-value indications.
The company maintains a strong financial position with EUR 85 million in cash, providing long-term financial visibility and flexibility to support growth strategies.

Negative

Total income for the fiscal year was $24.3 million, slightly lower than the previous year's $27.7 million, primarily due to the absence of milestone payments.
Operating expenses increased to EUR 45 million from EUR 38.5 million, reflecting strategic investments but also impacting short-term profitability.
The company reported an operating loss of EUR 20.8 million, attributed to the absence of milestone payments and variability in R&D revenues.
Exposure to foreign exchange fluctuations, particularly between USD and EUR, poses a challenge, with royalties labeled in USD while many expenses are in EUR.
The anticipated regulatory path changes for the six-month contraceptive program could delay its initiation, impacting the timeline for this potential growth area.

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

MEDCL.PA - Medincell SA
Full Year 2026 Medincell SA Earnings Call
Jun 16, 2026 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello everyone.

Thank you for joining MedinCell's annual results call for the fiscal year ended March 31, 2026.

Our press release and presentation are available on our website.

Before we start, I invite you to refer to slide 2 for important information regarding forward-looking statements.

Joining me today are Christophe Duarte, our CEO. Hi, Christophe.

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Unidentified_2 [2]
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Hi, David. Hello, everyone.

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Unidentified_1 [3]
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