Ucb S.a. · EURONEXT:UCB

Ucb — H1 2025 Earnings Presentation

21 slides from Ucb's earnings presentation, Jul 31, 2025

  1. Slide 1: HY 2025 Results

    HY 2025 Results From Differentiated Innovation to Outstanding Delivery Capital Market Earnings Call 31 July 2025

  2. Slide 2: Disclaimer & Safe Harbor

    Disclaimer & Safe Harbor This document contains forward-looking statements, including, without limitation, statements containing the words “potential”, “believes”, “anticipates”, “expects”, “intends”, “plans”, “seeks”, “estimates”, “may”, “will”, “continue” and similar expressions. These forward-loo

  3. Slide 3: Agenda

    Agenda Proprietary and Confidential Property of UCB Driving Achieving Delivering Results- Looking Growth Breakthroughs Launch Driven Ahead with Differentiated Powering the next Excellence Performance Confidence wave of growth and value Innovation & Stellar Outstanding creation Execution Delivery Jea

  4. Slide 4: Driving Growth: Differentiated Innovation & Outstanding Delivery

    Driving Growth Proprietary and Confidential Property of UCB Differentiated Innovation & Outstanding Delivery Jean-Christophe Tellier Chief Executive Officer (CEO) UCB – HY results 2025, July 2025 4

  5. Slide 5: Unprecedented Growth Built on Innovation & Delivery

    Unprecedented Growth Built on Innovation & Delivery FOCUSED INNOVATION RECORD-BREAKING GROWTH IN H1 2025 Harnessing our strengths NET SALES +26 % +27% PATHWAY in pathobiology and Proprietary and Confidential Property of UCB Biology molecule technology CER to deliver targeted solutions for patients w

  6. Slide 6: Empowering Future Growth Through Strategic Investment

    Empowering Future Growth Through Strategic Investment FROM PIPELINE TO PATIENTS Investment into the pipeline • Palmoplantar Pustulosis (PPP) Investment into patient access • PSO in children and adolescents Combined Total Patients • HS in children and adolescents Proprietary and Confidential Property

  7. Slide 7: Achieving Breakthroughs

    Achieving Breakthroughs Proprietary and Confidential Property of UCB Powering the next wave of growth Fiona du Monceau Head of Patient Evidence UCB – HY results 2025, July 2025 7

  8. Slide 8: Continuously Enriching our Pipeline to Deliver Innovation into the Future

    Continuously Enriching our Pipeline to Deliver Innovation into the Future 2025 2026 & BEYOND DOXECITINE & DOXRIBTIMINE UCB9741 / GALVOKIMIG ALPRAZOLAM / STACCATO® Nucleoside therapy – TK2 Deficiency Disorder IL-17A & IL-17F and IL-13 – Atopic Dermatitis Benzodiazepine – Stereotypical Prolonged Seizu

  9. Slide 9: UCB's Long-Term Commitment to Every Patient

    UCB’s Long-Term Commitment to Every Patient UCB continues to invest in pediatric and adolescent care Proprietary and Confidential Property of UCB PSO – Pediatric Development Program Today • First head-to-head Phase 3 trial in pediatric psoriasis, 2016 2020 directly comparing bimekizumab to Ustekinum

  10. Slide 10: Extending our Impact to the Most Underserved with BIMEKIZUMAB in PPP

    Extending our Impact to the Most Underserved with BIMEKIZUMAB in PPP BE SEEN - Why we believe in BIMZELX® 17/21 patients achieved complete skin clearance (IGA score 0) in 1-4 Months DISEASE PRESENTATION Rare chronic, inflammatory, dermatological condition which manifests as painful neutrophilic pust

  11. Slide 11: Delivering Launch Excellence

    Delivering Launch Proprietary and Confidential Property of UCB Excellence Stellar Execution Emmanuel Caeymaex Chief Commercial Officer (CCO) UCB – HY results 2025, July 2025 11

  12. Slide 12: Broadening & Deepening the Reach of BIMZELX

    Broadening & Deepening the Reach of BIMZELX® BIMZELX GLOBAL BIMZELX GLOBAL BIMZELX 35% Global Key Highlights 1 50 countries approved across indications BIMZELX Market Performance ≥82k patients worldwide dynamic market Proprietary and Confidential Property of UCB share in PSO in ~€800M net sales in H

  13. Slide 13: Strengthening our Position as Best-in-Disease with BIMZELX in HS

    Strengthening our Position as “Best-in-Disease” with BIMZELX® in HS HS LEADERSHIP PERFORMANCE1 Dynamic patient share >25% in 4 months Proprietary and Confidential Property of UCB A HS commercial launch 26% BIMZELX HS approval B C Total Biologic Dynamic Patient Share ≥35% ≥65% HS = hidradenitis suppu

  14. Slide 14: The Foundation for a Robust Market Expansion in HS

    The Foundation for a Robust Market Expansion in HS 1 BUILDING BLOCKS OF MARKET POTENTIAL MARKET GROWTH EXPECTATIONS ≥60 ~175k Estimated Diagnosed population Moderate to severe % 17% Proprietary and Confidential Property of UCB CAGR patients ~400K Expected HS Patients Other on Biologics3 TNF IL-17 ~8

  15. Slide 15: Seizing Rising Demand for Differentiated Therapies

    Seizing Rising Demand for Differentiated Therapies RYSTIGGO® ZILBRYSQ® FINTEPLA® First and only company with differentiated gMG portfolio Proprietary and Confidential Property of UCB >11,000 patients Treated (through May 2025) Broad and robust Sustained3 efficacy1,2 > 20 Proven efficacy up to 120 we

  16. Slide 16: Results Driven Performance and value creation

    Results Driven Proprietary and Confidential Property of UCB Performance and value creation Sandrine Dufour Chief Financial Officer (CFO) UCB – HY results 2025, July 2025 16

  17. Slide 17: Successful Launch Execution and Extra-Financial Value Creation

    Successful Launch Execution and Extra-Financial Value Creation NET SALES €3,321m | +26%; +27% CER ~4X +32% +89% 6X +36% +15% Proprietary and Confidential Property of UCB € 997M € 959M Product Net Sales € 799M € 377M € 327M € 214M € 203M € 154M € 146M € 93M € 77M € 46M € 63M € 15M HY24 HY25 HY24 HY25

  18. Slide 18: Driving Revenue Growth While Investing in Execution Excellence

    Driving Revenue Growth While Investing in Execution Excellence HY 2025* Actual CER Revenue Net Sales € 3 321M (+26; +27% CER) - Strong growth from the continued launches of the five growth drivers, like-for-like1 net sales growth rate of 31% or 32% CER. Expanded access to BIMZELX® accelerating topli

  19. Slide 19: Reaffirming Growth Trajectory with Upgraded 2025 Expectations

    Reaffirming Growth Trajectory with Upgraded 2025 Expectations Revenue to increase to ≥€7bn 2025 Financial Guidance** in € million At least €7bn Strong topline growth BIMZELX® FINTEPLA® ZILBRYSQ® EVENITY® REVENUE driven by: RYSTIGGO® BRIVIACT® ≥7.000 Proprietary and Confidential Property of UCB Expan

  20. Slide 20: Looking Ahead with Confidence

    Looking Ahead with Proprietary and Confidential Property of UCB Confidence Jean-Christophe Tellier Chief Executive Officer (CEO) UCB – HY results 2025, July 2025 20

  21. Slide 21: Differentiated Innovation & Outstanding Delivery

    Differentiated Executing with confidence to shape the future solutions for Proprietary and Confidential Property of UCB patients for this decade and beyond Innovation & Differentiated innovation that delivers, turning scientific breakthroughs into transformative therapies that elevate lives Outstand

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