Swedish Orphan Biovitrum Ab · OMXSTO:SOBI
Swedish Orphan Biovitrum Ab — Sobi — J.P. Morgan Healthcare Conference 2025
14 slides from Swedish Orphan Biovitrum Ab's conference presentation, Jan 15, 2025
Slide 1: Sobi J.P. Morgan Healthcare Conference 2025
Sobi J.P. Morgan Healthcare Conference 2025 Guido Oelkers, Chief Executive Officer January 15, 2025
Slide 2: Forward-looking statements
Forward-looking statements This presentation contains certain forward-looking statements with respect to certain of the Company’s current expectations and projections about future events. These statements, which sometimes use words such as “intend,” “proposed,” “plan,” “expect,” and words of similar
Slide 3: Global biopharmaceutical company developing and commercialising rare disease therapies
Sobi: Global biopharmaceutical company developing and commercialising rare disease therapies Clear strategy with proven execution: • Source: Successful BD track record building pipeline via partnerships and acquisitions • Develop: Deep clinical-stage pipeline spanning multiple rare disease areas • C
Slide 4: SOURCE: Active and effective business development resulting in robust late-stage pipeline
SOURCE: Active and effective business development resulting in robust late-stage pipeline and multiple commercial successes 2018 2019 2020 2022 2023 Acquisitions Licensing 4
Slide 5: DEVELOP: Next wave of catalysts to drive growth
DEVELOP: Next wave of catalysts to drive growth Asset Indication Phase 2 Phase 3 Registration C3G and IC-MPGN Pivotal VALIANT data presented at ASN Kidney Week 2024; Aspaveli/Empaveli regulatory submissions (EU and Japan) expected 2025 (pegcetacoplan) Post-HSCT-associated microangiography Gamifant s
Slide 6: Aspaveli Best-in-class Phase 3 efficacy data supports global regulatory submissions in 2025
Aspaveli® Best-in-class Phase 3 efficacy data supports global regulatory submissions in 2025 VALIANT: Phase 3 study of Aspaveli (pegcetacoplan) in C3G and IC-MPGN Reduction in Proteinuria Clearance of C3c Staining Stabilization of eGFR 68.1% 71.4% of Baseline Week 26 +6.3 relative reduction in pegce
Slide 7: COMMERCIALISE: Strategic portfolio – 44% of revenue; +114% YoY growth
COMMERCIALISE: Strategic portfolio – 44% of revenue; +114% YoY growth through first 9 months of 2024 Sep YTD Sep YTD SEK M Change at CER 2024 2023 Altuvoct 134 n/a n/a Aspaveli/Empaveli 760 408 91% Doptelet* 2,671 1,693 62% Gamifant 1,365 1,148 20% Vonjo 1,046 383 176% Zynlonta 68 24 191% Altuviiio
Slide 8: Altuvoct: Successful first EU launch; rapid adoption in Germany
Altuvoct: Successful first EU launch; rapid adoption in Germany >6% Haemophilia A market share gain in first quarter of commercial availability Altuvoct Launch: • EU Approval June 2024; commercial launch in Germany July 2024 • Rapid patient adoption; Third quarter 2024 sales of SEK 129M • Uptake inc
Slide 9: US approach: Building Vonjo based on a sound medical rationale
US approach: Building Vonjo based on a sound medical rationale and a more effective team Building on a strong scientific rationale Evolution to our approach in the US • Devastating disease impacting cytopenia’s1-3 • Strengthened medical and commercial leadership • Poor Prognosis of MF patients with
Slide 10: Looking back at 2024: Achievements and execution
Looking back at 2024: Achievements and execution SEL-212 Altuvoct Aspaveli Gamifant FDA filing EU approval VALIANT data FDA filing ongoing 2024 H1 2024 H2 Altuvoct– Haemophilia A: Doptelet – ITP: Regulatory approval in EU PMDA submission in Japan Paediatric sNDA submission in US Paediatric MAA submi
Slide 11: Looking ahead to 2025: Anticipated major pipeline news flow
Looking ahead to 2025: Anticipated major pipeline news flow 2025 Altuvoct – Haemophilia A • FREEDOM (Phase 3b) interim data Aspaveli / Empaveli – Nephrology • EU MAA submission • Japan PMDA submission Gamifant1 – sHLH / MAS • US prospective approval • Japan PMDA submission SEL-212 – Chronic refracto
Slide 12: Latest financials: Q3 2024
Latest financials: Q3 2024 Q3 2024 Revenue and profit & loss YTD Sept YTD Sep Change Full Amounts in SEK (M) 2024 2023 Year 2023 Total revenue 18,592 15,280 22% 22,123 Gross profit 14,407 11,672 23% 17,128 Adjusted gross margin1,2 77% 76% 77% EBITDA1 6,585 4,573 44% 7,075 Adjusted EBITDA1,2 6,811 4,
Slide 13: Summary: Building upon positive momentum in 2025
Summary: Building upon positive momentum in 2025 Broad commercial portfolio and clinical pipeline across range of rare disease assets; ongoing, active efforts Source to expand pipeline internally and externally Develop Strong 2024 financial performace provides stable foundation for continued success
Slide 14: Thank you
CONFIDENTIAL – FOR INTERNAL USE ONLY 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