Sk Biopharmaceuticals Co., Ltd. · KRX:326030
Sk Biopharmaceuticals — Q1 2025 Earnings Presentation
8 slides from Sk Biopharmaceuticals's earnings presentation, May 9, 2025
Slide 1: SK Biopharmaceuticals Q1 2025 Earnings Results
SK Biopharmaceuticals Q1 2025 Earnings Results May 9, 2025
Slide 2: Disclaimer
Disclaimer • The financial information in this document is consolidated earnings results based on K-IFRS. • This document is intended for investor convenience only and is provided prior to the completion of the external audit of financial results. Final audit outcomes may result in adjustments to co
Slide 3: Q1 2025 Financial Highlights
Q1 2025 Financial Highlights • XCOPRI sales growth was modest, tempered by seasonal factors(e.g. wholesaler inventory adjustments), considered temporary • QoQ profit decline due to high base effect(KRW 21B milestone from China NDA in Q4); YoY growth maintained Quarterly Results (KRW Bn) • Q1 XCOPRI
Slide 4: Q1 2025 Results
Q1 2025 Results [Consolidated] [Unit: KRW bn] `24 Q1 `24 Q2 `24 Q3 `24 Q4 FY24 `25 Q1 Q/Q Y/Y Revenue 114.0 134.0 136.6 163.0 547.6 144.4 -11.4% +26.7% XCOPRI US 90.9 105.2 113.3 129.3 438.7 133.3 +3.1% +46.6% ($68.4M) ($76.9M) ($83.4M) ($92.9M) ($321.6M) ($91.7M) (-1.2%) (+34.1%) DP/API 8.2 5.1 13.
Slide 5: XCOPRI US Prescriptions and Sales
XCOPRI US Prescriptions and Sales • Monthly TRx showed volatility in Q1 but resumed solid growth afterward; temporary sales dip expected to converge with TRx growth • DTC(direct-to-consumer) campaign to be launched in 1H to boost XCOPRI awareness among patients and HCPs 3rd generation AEDs' TRx tren
Slide 6: Pipeline
Pipeline • Expect PGTC study results by year-end 2025 and submit the OS(Oral Suspension) NDA within the year • R&D activities continued across three modalities(small molecules/RPT/TPD) Compound Indication Discovery Pre-clinical Phase 1 Phase 2 Phase 3 NDA Marketed Epilepsy : POS¹ Epilepsy : POS² (As
Slide 7: Financial Story - New Modalities
Financial Story - New Modalities • Vision to become a Big Biotech with sustained cash flow from XCOPRI and subsequent products, with innovative R&D platform • SKL35501 in the preclinical stage; Ac-225 supply agreement secured with PanTera(Belgium) to strengthen value chain stability Modality Trends
Slide 8: Slide 8
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