Medexus Pharmaceuticals Inc (TSX:MDP)

Q3 2026 Medexus Pharmaceuticals Inc Earnings Call Transcript

Feb 12, 2026 / 01:00 PM GMT

Release Date Price: C$2.74 (-2.49%)

Transcript

Key Points

Positve

Medexus Pharmaceuticals Inc (MEDXF) reported strong patient demand for Graphopex, exceeding pre-launch expectations.
The company anticipates Graphopex will be accretive to quarterly operating cash flows starting in fiscal Q4 2026.
32% of US transplant centers have ordered Graphopex, with 77% of those centers reordering, indicating strong adoption.
The company achieved a 30% decrease in product-level cost of goods for Xfinity due to ongoing manufacturing process improvements.
Medexus Pharmaceuticals Inc (MEDXF) has a strong financial position with a new senior secured credit agreement providing flexibility for future transactions.

Negative

Fiscal Q3 2026 net revenue decreased to $25.3 million from $30 million in the same period last year.
Adjusted EBITDA for fiscal Q3 2026 was $4.5 million, down from $5.8 million in the same period last year.
Net income for fiscal Q3 2026 was $0.1 million, a decrease from $0.7 million in the same period last year.
The company faces ongoing generic competition for Ruel in Canada, impacting product-level performance.
Cash on hand decreased to $15 million as of December 31, 2025, from $24 million as of March 31, 2025.

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

MDP.TO - Medexus Pharmaceuticals Inc
Q3 2026 Medexus Pharmaceuticals Inc Earnings Call
Feb 12, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the Medexus Pharmaceuticals fiscal 3rd quarter 2026 conference call.

At this time, all participants are in a listen-only mode, and the floor will be open for questions following the presentation. If anyone should require operator assistance during this conference, please press 0 on your phone keypad. Please note that this conference is being recorded. I will now turn the conference over to your host, Victoria Rutherford, Investor Relations. Victoria, over to you.

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Unidentified_2 [2]
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Thank you and good

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