Q3 2025 Swedish Orphan Biovitrum AB (publ) Earnings Call Transcript

Oct 20, 2025 / 11:00 AM GMT

Release Date Price: $16.06

Transcript

Key Points

Positve

Swedish Orphan Biovitrum AB (BIOVF) reported a 21% growth at constant currency in Q3 2025, driven by a 39% increase in its strategic growth portfolio.
The company achieved an adjusted EBITDA margin of 47% on sales, indicating strong business momentum and cost discipline.
Significant progress was made in the pipeline, including the approval of Oliason in FCS and the advancement of two phase 3 studies.
The company increased its guidance for both top and bottom lines, reflecting confidence in future growth.
Dotella, the largest product, delivered 46% growth at constant currency, supported by strong demand and market expansion.

Negative

An impairment charge of 6.6 billion was recorded for Bonjo due to unmet expectations and narrow label limitations.
The company faces challenges with the RSV immunization rate, which stood at 57%, indicating room for improvement.
There is uncertainty around the start of the RSV season and stocking levels, which could impact future sales.
The narrow label of Bonjo compared to competitors has hindered its performance, leading to a focus on broadening its label.
Operating expenses are expected to increase in Q4 due to ramp-up costs for key launches, potentially impacting margins.

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

SOBIV.ST - Swedish Orphan Biovitrum AB (publ)
Q3 2025 Swedish Orphan Biovitrum AB (publ) Earnings Call
Oct 20, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Yeah, thank you and hello everyone.

I'm really delighted and we are all overall delighted to welcome you to the third quarter 2025 conference for investors and analysts.

As as usual, we posted the presentation beforehand.

As far as the next slide is concerned, the disclaimer, we would like to remind you of the usual provisions on statement about expectations, projections of future events.

And unless stated otherwise, we will be making comments that most relate to the 3rd quarter at constant currency rates in SEK.

Today we plan to cover the the following key aspects of our Q3 report. I'm joined by Henrik Stenquist, our CFO, and Lidiabaran, head of R&D and

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