Slide 1: Q2 2026 results
Q2 2026 results Significant growth with important pipeline progress Conference call and webcast for analysts and investors 16 July 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 Financials - Henrik Stenqvist Chief Financial Officer Summary and Q&A
Slide 4: Key takeaways for Q2 2026
Key takeaways for Q2 2026 Significant Q2 performance: +29% growth at CER and 35% adj. EBITA margin Aspaveli C3G / IC-MPGN continued early launch momentum Pozdeutinurad demonstrating meaningful urate reduction in REDUCE 2 NASP: CRL received on manufacturing with a clear path to resubmission Gamifant:
Slide 5: Strong growth of 29% at CER in Q2 delivered by our portfolio and across all regions
Strong growth of 29% at CER in Q2 delivered by our portfolio and across all regions Total net sales, SEK M, growth at CER Strategic portfolio, SEK M Revenue by region Doptelet 1 628 +36% Strategic1 +29% 7,842 Foundational Europe 3,207 +23% Altuvoct 1 554 +149% 6,175 Gamifant 794 +29% Aspaveli / Nort
Slide 6: Strong launch cadence and milestone achievement continues building a highly differentiated portfolio
Strong launch cadence and milestone achievement continues building a highly differentiated portfolio Timeline Status Q2/26 2024 2025 2026 2027 2028 2029 2030 Haemophilia A Strong launch momentum HLH/MAS HLH/MAS in EU & Japan filing ongoing C3G & pIC-MPGN Europe launch ongoing sHTG in EU fili
Slide 7: Altuvoct: Continued expansion in Haemophilia A prophylaxis in our territory
Altuvoct: Continued expansion in Haemophilia A prophylaxis in our territory Haemophilia A sales SEK 2,256 M +41% Q2 Altuvoct: Best in class product • Continued strong momentum of Altuvoct • Growth at CER: +149% YoY, +20% QoQ • Launched in 30 countries, including key European markets Altuvoct launch
Slide 8: Aspaveli: Launch progressing across markets, backed by new long-term and RWE data
Aspaveli: Launch progressing across markets, backed by new long-term and RWE data in C3G and IC-MPGN Aspaveli SEK 354 M Sustained launch momentum and expanding evidence base +18% Q2 • Continued expansion of Nephrology launch, and PNH remaining stable. UK approval in Q2; National reimbursement availa
Slide 9: Doptelet: Continues to deliver strong momentum globally
Doptelet: Continues to deliver strong momentum globally Doptelet SEK 1,628 M +36% Q2 Doptelet still accelerating as a high-growth global franchise • Doptelet’s differentiated profile – strong efficacy with fewer dietary restrictions – combined with excellent execution has established it as a leading
Slide 10: Gamifant HLH/MAS: US launch driving growth with strong momentum
Gamifant HLH/MAS: US launch driving growth with strong momentum Gamifant SEK 794 M +29% Q2 HLH/MAS launch • First-ever treatment for adults and children with Macrophage Activation Syndrome (MAS) in Still's disease • Strong new patient demand continues to drive growth • Growth supported by Internatio
Slide 11: Gamifant IDS: Fastest path to patients discussed with EMA's Emergency Task Force
Gamifant IDS: Fastest path to patients discussed with EMA’s Emergency Task Force Fast-to-market EMBRACE-II approach Phase 2b/3 randomised study – up to 1,800 patients planned • Aligning with EMA feedback Registration-enabling study design1 • Advancing with registrational Phase 2b/3 study in Europe H
Slide 12: Establishing Sobi as a leader in gout
Establishing Sobi as a leader in gout NASP • CRL: June 2026 relating to manufacturing NASP • No clinical safety or efficacy concerns were identified Uncontrolled that impact approvability SEK 4- gout 6bn • Resubmission planned in 6-12 months [15k patients]3 • Some launch cost shift to 2027 Progressi
Slide 13: Guidance upgrade: raising full-year guidance
Guidance upgrade: Strong HY performance across the portfolio leading us to raise full-year guidance Strong business performance Significant pipeline progress Revised Full Year 2026 in the first half of the year outlook 6 major ongoing or Outstanding HY growth of upcoming launches: 26% in CER Aspavel
Slide 14: Q2 R&D Update
Q2 R&D Update Lydia Abad-Franch Head of R&D and Chief Medical Officer
Slide 15: Continued pipeline progress in Q2 2026
Continued pipeline progress in Q2 2026 Progressive gout Pozdeutinurad Positive topline data of REDUCE 2 (pivotal Phase 3) Uncontrolled gout NASP FDA Complete response letter – resubmission planned 2L in relapsed or refractory DLBCL Zynlonta LOTIS-5 combination study topline results Severe hypertrigl
Slide 16: Advancing our gout franchise
Advancing our gout franchise Pozdeutinurad: A rationally engineered NASP: Potential monthly two-component highly selective new treatment approach uricase therapy • Next generation URAT1 inhibitor, once-daily oral FDA CRL received: manufacturing-driven regulatory delay, not a clinical or strategic se
Slide 17: Olezarsen reduced acute pancreatitis by 85% and triglycerides by 66% in sHTG
Olezarsen 80 mg reduced acute pancreatitis by 85% and triglycerides by 66% in sHTG ≥ 880 mg/dL New CORE/CORE2 subgroup analysis presented at European Atherosclerosis Society (EAS) Congress 2026 Primary endpoint: TG reduction at 6 months Acute Pancreatitis Results support efficacy and safety of oleza
Slide 18: Progress to be continued in 2026-27
Progress to be continued in 2026-27 Anticipated pipeline news flow 2026 H2 2027 Aspaveli – C3G & primary IC-MPGN Pozdeutinurad – Progressive gout o Japan regulatory decision o FDA submission Gamifant – HLH / MAS in Still’s disease NASP – Uncontrolled gout o Japan regulatory decision o FDA resubmissi
Slide 19: Q2 Financials
Q2 Financials Henrik Stenqvist Chief Financial Officer
Slide 20: Q2 2026 Revenue and profit & loss
Q2 2026 Revenue and profit & loss Q2 Q2 Full-year Total revenue (SEK M) Amounts in SEK M 2026 2025 Change 2025 Haematology Immunology Specialty Care Total revenue 7,842 6,175 27% 28,238 Adjusted Gross profit1,2 6,013 4,781 26% 22,270 7,776 7,821 7,842 Adjusted Gross margin1,2 77% 77% 79% 347 341 7,1
Slide 21: Sobi Outlook 2026 - Updated
Sobi Outlook 2026 - Updated Key drivers for 2026 outlook - H1 update 2026 Updated Outlook • Progress with commercial portfolio and continued Altuvoct launch Revenue • H1 Growth 26% at CER Anticipated to grow by a mid-to • Critical investments in 2026 for future high-teens percentage at CER revenue g
Slide 22: Summary and Q&A
Summary and Q&A Guido Oelkers Chief Executive Officer
Slide 23: Progress towards our 2030 ambition of doubling Sobi to 55bn SEK
We continue to make progress towards our 2030 ambition of doubling Sobi to 55bn SEK1 Revenue, in SEK B ILLUSTRATIVE ONLY, NOT TO SCALE 6 major launches 55 Altuvoct in HA Gamifant in HLH/MAS Priority Portfolio development renewal programs through NASP in uncontrolled BD gout Gamifant in IDS Strategic
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) VEXAS (Vacuoles, E1 enzyme, X-linked, Myelofibrosis with severe Severe Hypertriglyceridem
Slide 26: Sustainability drives our strategic business priorities and decisions
Sustainability drives our strategic business priorities and decisions – progress Q2 2026 Patient commitment Responsible behaviour Main achievements Q2 2026 • Member of the 2026 Dow Jones Best in • Access to treatment • Safe and healthy work Class (DJ BIC) Index World & Europe • Patient centricity an
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