Orexo Ab · OMXSTO:ORX
Orexo Ab — Investor Presentation (September 2025)
11 slides from Orexo Ab's investor presentation, Sep 23, 2025
Slide 1: A commercial-stage pharma company, developing drugs through cutting-edge drug delivery technologies
A commercial-stage pharma company, developing drugs through cutting-edge drug delivery technologies Sep. 23rd, 2025
Slide 2: Legal disclaimer
2 Legal disclaimer • This presentation, which is personal to the recipient, has been prepared and produced by Orexo AB (publ) (“Orexo”) solely for the benefit of investment analysis and may not be used for any purpose other than assessment of investments concerning Orexo. Unless otherwise stated, Or
Slide 3: Orexo in brief
3 Orexo in brief Comments Q2 Strong cash generation Net Revenue LTM 1 from Zubsolv® in the US 30 years of experience Addresses unmet needs developing improved within opioid use disorder SEK m 5.850 pharmaceuticals based on (OUD) and other areas proprietary drug delivery where our technologies can te
Slide 4: Commercial products and development pipeline
4 Commercial products and development pipeline Approved and/or Launched Product or Project/Indication/Technology Partners Exploratory Preclinical Clinical development phases Registration US EU RoW Zubsolv® Opioid Use Disorder (OUD) / Sublingual platform Commercial Abstral® Breaktrough Cancer Pain /
Slide 5: AmorphOX
AmorphOX® The next-generation drug delivery technology unlocks a broad range of new opportunities in the development of innovative drugs
Slide 6: AmorphOX is a unique drug delivery technology
6 AmorphOX® is a unique drug delivery technology The challenge AmorphOX unique strengths Amorphous materials, commonly used in drug development, are rapidly absorbed but tend to be unstable limiting routes of administration, distribution and storage 1 AmorphOX unique properties ensure physical and c
Slide 7: The scalable AmorphOX platform takes Orexo beyond the OUD treatment area
7 The scalable AmorphOX® platform takes Orexo beyond the OUD treatment area Small Molecular weight (Mw) Large Small molecules Peptides Biologics Apomorphine Olanzapine Eletriptan Cetrorelix Semaglutide Enzyme Virus like Attenuated particle Virus Retained titer levels, Retained structure after Retain
Slide 8: Early stage projects: AmorphOX and large molecules
8 Early stage projects: AmorphOX® and large molecules With Abera Bioscience an in-vivo proof-of-concept study In-vivo proof-of-concept study of was conducted for a nasal powder vaccine nasal semaglutide powders IgG Serum 1,6 1,4 AmorphOX formulations Antibody response 1,2 1 Oral tablet 0,8 0,6 0,4 0
Slide 9: YTD 2025: Full-year financial forecast confirmed, incl. achieving positive EBITDA in 2025
9 YTD 2025: Full-year financial forecast confirmed, incl. achieving positive EBITDA in 2025 Income statement Jan-Jun Jan-Jun FY FY Comments Q2 SEK m 2025 2024 2024 2023 YTD 2025 developments & legal update ✓ Zubsolv US NR impacted negatively by a non-recurring rebate Net revenues (NR) 264.5 293.2 59
Slide 10: Approach for expansion
10 Approach for expansion Maintain Zubsolv® revenue streams in USD Growing revenues & Obtain FDA approval and initiate US launch of Izipry profit contributions Achieve milestones and receive royalties from existing and upcoming partnered products. Improving Expand reimbursement of Zubsolv in
Slide 11: Thanks
11 Thanks Thanks www.orexo.com ir@orexo.com www.orexo.com