Swedish Orphan Biovitrum Ab · OMXSTO:SOBI
Swedish Orphan Biovitrum Ab — Q3 2026 Earnings Presentation
27 slides from Swedish Orphan Biovitrum Ab's earnings presentation, Oct 27, 2026
Slide 1: Q3 2026 results
Q3 2026 results Underpinning a strong growth momentum Conference call and webcast for analysts and investors 27 October 2026
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) is providing the following cautionary statement. This presentation contains forward-looking statements with respect to
Slide 3: Agenda
Agenda Business Update – Guido Oelkers Chief Executive Officer R&D Pipeline – Lydia Abad-Franch Head of R&D and Medical Affairs, Chief Medical Officer Financial results and outlook – Henrik Stenqvist Chief Financial Officer Summary and Q&A
Slide 4: Strong portfolio growth and upgraded revenue outlook
Strong portfolio growth and upgraded revenue outlook 16% 23% 45% Q3 revenue growth YTD revenue growth Q3 adjusted EBITA margin (+26% ex RSV royalties) Altuvoct and Aspaveli launch progress Altuvoct +125%; Aspaveli reached its 2026 nephrology patient target by the end of Q3 Tryngolza: positive CHMP o
Slide 5: Strong growth delivered by our portfolio and across all regions
Strong growth delivered by our portfolio and across all regions +16% growth at CER (excluding seasonal RSV royalties +26%) Total net sales, SEK M, growth at CER Strategic portfolio, SEK M Revenue by region Doptelet 1 829 +29% Strategic1 +16% Foundational Europe 3,398 +25% 9,124 Altuvoct 1 729 +125%
Slide 6: Strong launch cadence and milestone achievement continues to strengthen Sobi's differentiated portfolio
Strong launch cadence and milestone achievement continues to strengthen Sobi’s differentiated portfolio Timeline New / update Q3/26 2024 2025 2026 2027 2028 2029 2030 Haemophilia A HLH/MAS Gamifant: Approved in Japan for HLH/MAS Aspaveli: : Approved in Japan for C3G and C3G & pIC-MPGN pIC-MPGN s
Slide 7: Altuvoct: Growth of 125% at CER as its launch expanded to 32 countries
Altuvoct: Growth of 125% at CER as its launch expanded to 32 countries Haemophilia A sales SEK 2,345 M +48% Q3 Altuvoct: Launch progress • Altuvoct sales growth of +125% at CER • Launched in 32 countries, including key European markets Altuvoct launch in three waves: • Wave 1: Established in six cou
Slide 8: Aspaveli: Reached its 2026 nephrology patient target by Q3, with sales up 32%
Aspaveli: Reached its 2026 nephrology patient target by Q3, with sales up 32% Aspaveli SEK 417 M Sustained launch momentum +32% Q3 • Reached the 2026 target of 400–500 nephrology patients by the end of Q3 • Reimbursement available in several markets, including Germany, Spain and Japan • PNH performa
Slide 9: Beyfortus: Retains physician preference as the US RSV season begins amid uncertainty
Beyfortus: Retains physician preference as the US RSV season begins amid uncertainty CDC Epidemic trends (Data presented through October 20, 2026)1 Early-season conditions remain mixed • RSV activity is rising across many states, • Competition and immunisation rates levels remain key uncertainties f
Slide 10: Doptelet & Gamifant: Continued strong momentum
Doptelet & Gamifant: Continued strong momentum SEK 1,829 M SEK 834 M +29% Q3 Doptelet +12% Q3 • Strong momentum and sustained growth across all three major regions • Expanding international launches across Japan, South Korea, Taiwan, LATAM, the Middle East, and Eastern Europe are expected to signifi
Slide 11: Significant progress in our International growth ambitions
Significant progress in our International growth ambitions Strengthening our presence in LATAM Building presence in strong Japanese market Pint Pharma Three approvals in 2026 Full ownership establishes a platform for Aspaveli for C3G and pIC-MPGN growth in Latin America Gamifant for HLH/MAS 2025 Dop
Slide 12: Sobi – Innate Pharma partnership advances Lacutamab in T-cell lymphoma
Sobi – Innate Pharma partnership advances Lacutamab in T-cell lymphoma Partnership overview Cutaneous T-cell lymphoma (CTCL) 1 Agreement Partnership enabling Phase 3 initiation Rare group of non-Hodgkin lymphoma, including •Sézary Syndrome (SS) Innate to conduct confirmatory Phase •Mycosis Fungoides
Slide 13: Guidance upgrade: Strong year to date performance leading us to raise full-year revenue guidance
Guidance upgrade: Strong year to date performance across the portfolio leading us to raise full-year revenue guidance Strong business performance Significant pipeline Portfolio progress progress Updated 2026 outlook in the first nine months Tryngolza High-teens to low-20s 23% Positive CHMP opinion i
Slide 14: Q3 R&D Update
Q3 R&D Update Lydia Abad-Franch Head of R&D and Chief Medical Officer
Slide 15: Continued pipeline progress in Q3 2026
Continued pipeline progress in Q3 2026 HLH/MAS in Still’s disease Gamifant • Approved for MAS in Japan • New HLH data presented at Histiocyte Society Aspaveli / C3G & pIC-MPGN • Approved in Japan Empaveli • First participant enrolled in Phase 4 PRISM-C3 study Haemophilia A Altuvoct • Phase 4 ALTITUD
Slide 16: Gamifant: Developing two new indications beyond today's label
Gamifant: Developing two new indications beyond today’s label Malignancy-associated HLH (mHLH) Sepsis Pivotal Phase 3 SAPPHIRE, with OPAL as external control Phase 2b/3 EVEREST study mHLH: growing number of at least 1,500 patients a 60-day survival across HLH triggers in RWE2 • Expanding the study t
Slide 17: Olezarsen new data confirms long-term efficacy & safety in severe hypertriglyceridemia (sHTG)
Olezarsen new data confirms long-term efficacy & safety in severe hypertriglyceridemia (sHTG) Interim one-year results of the 53-week CORE open-label extension (CORE-OLE) presented at ESC 2026 TG at 24 months (n=885): HFF at 24 months (n=53): • 90% of patients achieved triglyceride levels < 500 mg/d
Slide 18: Progress to be continued in 2026-27
Progress to be continued in 2026-27 Anticipated pipeline news flow 2026 Q4 2027 Tryngolza – sHTG ≥880 mg/dL Pozdeutinurad – Progressive gout • EU regulatory decision • REDUCE 1&2 secondary data Gamifant – HLH / MAS in Still’s disease • EU regulatory decision Pozdeutinurad – Progressive gout • NDA su
Slide 19: Q3 Financials
Q3 Financials Henrik Stenqvist Chief Financial Officer
Slide 20: Q3 2026 Revenue and profit & loss
Q3 2026 Revenue and profit & loss Q3 Q3 Full-year Total revenue (SEK M) Amounts in SEK M 2026 2025 Change 2025 Haematology Immunology Specialty Care Total revenue 9,124 7,776 17% 28,238 Adjusted Gross profit1,2 7,195 6,214 16% 22,270 9,124 Adjusted Gross margin1,2 79% 80% 79% 428 7,776 7,821 7,842 E
Slide 21: Sobi Outlook 2026
Sobi Outlook 2026 Key drivers for 2026 outlook – Q3 update 2026 Updated Outlook • Progress with commercial portfolio and continued Altuvoct launch Revenue • YTD Growth 23% at CER Anticipated to grow by high-teens • Critical investments in 2026 for future to low-20s per cent at CER revenue growth: (p
Slide 22: Summary and Q&A
Summary and Q&A Guido Oelkers Chief Executive Officer
Slide 23: Commercial growth and key milestones advance Sobi's 2030 ambition
Commercial growth and key milestones advance Sobi’s 2030 ambition SEK 55bn revenue ambition by 20301 2026 progress Illustrative CMD framework, February 2026 1 Growth Revenue +23% year to date at CER Aspaveli launched in Europe 2 Launches Aspaveli and Gamifant approved in Japan Tryngolza positive CHM
Slide 24: Q&A
Q&A
Slide 25: Current Development Pipeline
Current Development Pipeline Major ongoing clinical studies and medicines in registration in a major region or country Phase 2 Phase 3 Registration Vonjo® (pacritinib) Vonjo® (pacritinib) Tryngolza® (olezarsen) Haematology VEXAS (Vacuoles, E1 enzyme, X-linked, Myelofibrosis with severe Severe Hypert
Slide 26: Sustainability drives our strategic business priorities and decisions – progress Q3 2026
Sustainability drives our strategic business priorities and decisions – progress Q3 2026 Patient commitment Responsible behaviour Main achievements Q3 2026 Ranked no. 1 in rare diseases for the • Access to treatment • Safe and healthy work second consecutive year in PatientView’s • Patient centricit
Slide 27: Thank you
Thank you Sobi is a trademark of Swedish Orphan Biovitrum AB (publ). © Swedish Orphan Biovitrum AB (publ) – All rights reserved Swedish Orphan Biovitrum AB (publ) SE-112 76 Stockholm • Sweden www.sobi.com
Swedish Orphan Biovitrum AB (Sobi) — Q3 2026 Earnings Presentation on 6ix