Swedish Orphan Biovitrum Ab · OMXSTO:SOBI
Swedish Orphan Biovitrum Ab — Shareholder Meeting (May 2025)
14 slides from Swedish Orphan Biovitrum Ab's shareholder meeting presentation, May 8, 2025
Slide 1: Annual General Meeting 2025 CEO presentation
Swedish Orphan Biovitrum AB (publ) Annual General Meeting 2025 CEO presentation 8 May, 2025
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) (Sobi®) is providing the following cautionary statement: This presentation contains forward-looking statements with re
Slide 3: Sobi is a global biopharma company
Sobi is a global biopharma company unlocking the potential of breakthrough therapies, transforming everyday life for people living with rare diseases Identify unmet Unlock best-in- Level up access medical needs & class therapies to life changing breakthrough treatments innovations Identify Unlock Le
Slide 4: Strong revenue performance and growth into 2025
Strong revenue performance and growth into 2025 FY 2024 revenue growth +19% at CER; exceeding our growth outlook FY FY Total revenue (SEK M) (2023 in comparison) Amounts in SEK M 2024 2023 Change Specialty Care Immunology Haematology Total revenue 26,027 22,123 +18% 7,436 6,844 6,894 385 Gross profi
Slide 5: 2024 – Strategic portfolio driving growth
2024 – Strategic portfolio driving growth Positive progress in regulatory and early commercial stage Top line growth of 19% in 2024 Revenue: SEK 26,027 M +19% Adjusted EBITA margin: 36% Strategic portfolio1 grew 87% in 2024 • Doptelet® SEK 3,870 M, +30% • Altuvoct® SEK 436 M • Vonjo® SEK 1,462 M, +1
Slide 6: Business growth across all therapeutic areas and regions
Business growth across all therapeutic areas and regions Revenue by segment Revenue by region FY 2024 change contrib. FY 2024 change SEK M % % SEK M % Haematology 16,429 +24 63 Europe 9,690 +14 – Haemophilia 9,588 +12 37 North America 8,513 +4 Beyfortus royalty 3,010 +172 Immunology 8,332 +11 32 Int
Slide 7: Expanding access to treatment in 2024
Expanding access to treatment in 2024 Over 42,000 full-time equivalent patients Central and Eastern Europe were treated with a Sobi medicine in 2024 Middle East, Turkey and North Africa Altuvoct launch - Germany, Austria, Denmark, Ireland, Elocta launch - Oman Spain, Switzerland Kineret launch - Tur
Slide 8: Continue to drive success in Pipeline
Continue to drive success in Pipeline Haemophilia-A: Altuvoct EU approval Aspaveli/ C3G and IC-MPGN: C3G and IC-MPGN: PNH: Empaveli Positive VALIANT Phase 3 data Submission to EMA* First-line approval in EU VEXAS: CMML Vonjo IND granted by FDA Research collaboration initiated ITP: Paediatric extensi
Slide 9: Positive progress continues in Q1 2025
Positive progress continues in Q1 2025 Portfolio grew 23% at CER (exc RSV & final ReFacto revenue) Overall portfolio growth of 3% in first quarter Revenue Q1: SEK 6,465 M, +3% Adjusted EBITA margin Q1: 36% Strategic portfolio1 grew from 35% in Q1 2024 to 50% in the quarter - growing 46% at CER • Alt
Slide 10: Pipeline set to continue to deliver in 2025
Pipeline set to continue to deliver in 2025 Anticipated major pipeline news flow Aspaveli NASP Gamifant CHMP opinion Finalising FDA FDA decision PMDA submission submission 2025 H1 2025 H2 Gamifant – HLH / MAS in Still’s disease Gamifant – HLH / MAS in Still’s disease o US regulatory decision o Japan
Slide 11: Sobi’s near term building block of the future
Sobi’s near term building block of the future Investment in 2025 for multiple launches in 2025/26 2 3 4 Major launches Key filing Priority development projects in area of high 1. Altuvoct 1. Gamifant - HLH/MAS unmet medical need 2. Vonjo 2. Aspaveli - C3G/IC- MPGN 1. Gamifant - IDS 3. NASP - uncontr
Slide 12: Sustainability strategy drives business priorities
Sustainability strategy drives business priorities Commitment to patients Responsible behaviour Sobi’s climate targets • Access to treatment • Safe, fair, and healthy work approved by SBTi • Patient centricity and engagement • Inclusive, diverse workplace • Patient and product safety • Lower environ
Slide 13: A long-standing commitment to patients and caregivers
A long-standing commitment to patients and caregivers Unite4Rare, a collaboration between Sobi and patient community leaders. Placing the needs of those living with rare diseases at the heart of our strategy. Built on four pillars: • Connect - Build partnerships across the healthcare ecosystem • Nur
Slide 14: 2024 – Strong revenue performance and growth into 2025
2024 – Strong revenue performance and growth into 2025 +19% revenue at Strong pipeline progress into 2025 CER1 36% 2 3 4 EBITA Major Key filings Priority margin Launches development adjusted projects Revenue: anticipated to grow by a high single-digit percentage at CER 2025 outlook EBITA margins adj
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