Moberg Pharma Ab · OMXSTO:MOB
Moberg Pharma Ab — Q3 2024 Earnings Presentation
11 slides from Moberg Pharma Ab's earnings presentation, Nov 12, 2024
Slide 1: Interim Report January – September 2024
Interim Report January – September 2024 November 12th, 2024 at 3:30 p.m. CET. Dial-in: SE: 010 884 80 16, US: +1 646 787 9445 Access code: 725740 Anna Ljung, CEO
Slide 2: Disclaimer
Disclaimer The purpose of this presentation (the "Presentation") is to provide an overview of Moberg Pharma AB (publ) (the "Company"). For the purposes of this notice, "Presentation" means this document, its contents or any part of it, any oral presentation, any question or answer session and any wr
Slide 3: Significant events during Q3 2024
Significant events during Q3 2024 • Terclara® continues to be the market leader in Sweden. The company's partner Allderma has won the award for best Swedish launch at both Kronan's pharmacy and Doz pharmacy's supplier meetings • According to plan in our efforts to secure long term supply of terbinaf
Slide 4: Terclara® maintains its market-leading position
Terclara® maintains its market-leading position • The momentum continues from the successful launch in Sweden, where MOB- 015 under the brand name Terclara® maintains its clear market leader position. • For Q3, Terclara® reached a market share of 34% in value and 28% in units in pharmacy sales to co
Slide 5: Market leader in Sweden
Market leader in Sweden First full month of sales in April, the introduction of Terclara® has led to a 44% growth in the total market for Q2-Q3 Value Share % Q2-Q3 2024 Unit Share % Q2-Q3 2024 21% 22% 37% 31% 18% 21% 6% 4% 4% 5% 5% 6% 5% Source: IQVIA MIDAS, Pharmacy Sell-Out data, April-Sept 2024 5
Slide 6: Terclara wins Launch of the year at Kronans Apotek and DOZ Apotek
Terclara wins ”Launch of the year” at Kronans Apotek and DOZ Apotek • DOZ motivation: ”A world first that has revitalized the category. The product has quickly become a market leader, driving progress forward and helping us gain market share. With the support of educational materials, we have togeth
Slide 7: Commercialization rollout of MOB-015
Commercialization rollout of MOB-015 Two-step process, driven by: 1. Need to secure sufficient terbinafine for a pan-European launch* 2. Moberg Pharma believe the results in the ongoing North American study is likely to strengthen the product claims further, including a shorter dosing regimen with t
Slide 8: Phase 3 results in the U.S. expected by year-end
Phase 3 results in the U.S. expected by year-end The North American Phase 3 study in short: • Similar design as the already completed North American study – Multi-center, double-blind, randomized, vehicle-controlled study – Includes 384 patients in North America, 50% completed as of report date – 33
Slide 9: Key Financials
Key Financials Last five quarters (SEK thousand) Jul-sep Apr-Jun Jan-Mar Oct-Dec Jul-sep 2024 2024 2024 2023 2023 Launch of Terclara in Sweden Net revenue 3,855 4,109 820 - - initiated in February. Q3 includes Cost of goods sold -615 -1,388 -328 - - Gross profit 3,240 2,721 492 - - milestone revenue
Slide 10: Potential new global market leader in Onychomycosis
Potential new global market leader in Onychomycosis MOB-015 has demonstrated Partnerships in place – potential Launch ongoing under brand name world-leading ability to milestones of USD 70m Terclara® kill nail fungus • 76%1 of patients became fungus • Terclara® became the market free, in two phase 3
Slide 11: Moberg Pharma AB (Publ)
Moberg Pharma AB (Publ) Gustavslundsvägen 42, 5 tr. 167 51 Bromma mobergpharma.se