Swedish Orphan Biovitrum Ab · OMXSTO:SOBI
Swedish Orphan Biovitrum Ab — Shareholder Meeting (May 2024)
14 slides from Swedish Orphan Biovitrum Ab's shareholder meeting presentation, May 14, 2024
Slide 1: Annual General Meeting 2024 – CEO presentation
Swedish Orphan Biovitrum AB (publ) Annual General Meeting 2024 CEO presentation 14 May 2024
Slide 2: Forward-looking statements
Forward-looking statements In order to utilise the ‘Safe Harbor’ provisions of the United States Private Securities Litigation Reform Act of 1995, Swedish Orphan Biovitrum AB (publ) (Sobi®) is providing the following cautionary statement: This presentation contains forward-looking statements with re
Slide 3: Strategic business priorities
Strategic business priorities Lead in Haematology Capture the Grow value of the Immunology pipeline Go global 3
Slide 4: Strong revenue performance and growth into 2024
Strong revenue performance and growth into 2024 FY 2023 revenue growth +12% at CER; exceeding our growth outlook FY FY Total revenue (SEK M) (2022 in comparison) Amounts in SEK M 2023 2022 Change Specialty Care Immunology Haematology Total revenue 22,123 18,790 +18% 6,844 298 Gross profit 17,128 14,
Slide 5: Strategic portfolio set to be the main contributor to our revenue
Strategic portfolio set to be the main contributor to our revenue Portfolio segments and Revenue, MSEK • Strategic portfolio already % actual sales growth contribution to growth contributed 40% of total 22,123 business in Q4 2023 Strategic portfolio including 18,790 +116% Aspaveli/Empaveli, Doptelet
Slide 6: Haematology and Immunology delivering strong growth across all regions
Haematology and Immunology delivering strong growth across all regions Revenue by segment Revenue by region FY 2023 change total FY 2023 change total SEK M % % SEK M % % Europe 8,511 +6 38 Haematology 13,370 +17 60 North America 8,241 +6 37 – Haemophilia 9,039 +6 41 Royalties Beyfortus and 1,298 NA
Slide 7: Geographic expansion 2023
Geographic expansion 2023 Central and Eastern Europe Reimbursement for Aspaveli/Empaveli in PNH in Bulgaria, Canada, Croatia, Czech Republic, and Latin America Poland. Reimbursement of Doptelet for CLD and ITP Launch of Empaveli and Orfadin in Brazil in Israel and ITP in Poland Expansion of Aspaveli
Slide 8: Strong start into 2024 with +20% growth at CER in Q1
Strong start into 2024 with +20% growth at CER in Q1 Sobi strategy High double-digit performance at CER Revenue Q1 - SEK 6,256 M, +20% Lead in EBITA margin adjusted 37% Haematology Strategic portfolio1 accounting for 35% of sales in Q1 (15% Q1 2023) • Vonjo® (SEK 320 M) • Continued strong growth Cap
Slide 9: Significant events ahead in 2024
Significant events ahead in 2024 Anticipated major pipeline news flow Doptelet Efanesoctocog alfa SEL-212 & Gamifant US & EU (paediatric) EU decision US submissions CN, JP (ITP) 2024 H1 2024 H2 Efanesoctocog alfa – Haemophilia A: Gamifant – sHLH / MAS in • Regulatory decision in EU rheumatological d
Slide 10: Continued execution of our strategy set to deliver strong growth outlook
Continued execution of our strategy set to deliver strong growth outlook Sobi Strategy C3G / IC-MPGN Lead in Haematology sHLH / MAS SEL-212 Capture the value of the pipeline Efanesoctocog New Indications* alfa Grow Immunology New medicines* Geographical expansion Go Global Beyfortus & Altuviiio (roy
Slide 11: Sobi's sustainability strategy supports our strategic business priorities
Sobi’s sustainability strategy supports our strategic business priorities Maintain commitment Always act to patients responsibly Sustainability indexes Maintain Always Index 2023 score • Access to treatment • An inclusive and diverse commitment to • Patient centricity & act workplace MSCI A (top 26%
Slide 12: Sobi's strategic sustainability priorities achievements in 2023
Sobi’s strategic sustainability priorities achievements in 2023 Maintain commitment to patients Always act responsibly Access to treatment Responsible sourcing 36,000+ patients with rare or debilitating diseases Alignment of principles, risk assessment & treated with Sobi medicines. qualification an
Slide 13: 2023 – Strong revenue performance and growth into 2024
2023 – Strong revenue performance and growth into 2024 Revenue +12% at CER1 +12% revenue at CER1 SG&A and R&D Continued cost control Strong EBITA margin adjusted 34% growth from strategic Good pipeline progress with seven medicines portfolio from phase 2 through registration News flow to increase in
Slide 14: Thank you
Thank you Sobi is a trademark of Swedish Orphan Biovitrum AB (publ). © 2023 Swedish Orphan Biovitrum AB (publ) – All rights reserved Swedish Orphan Biovitrum AB (publ) SE-112 76 Stockholm • Sweden www.sobi.com
Swedish Orphan Biovitrum — Shareholder Meeting (May 2024) on 6ix