Hansa Biopharma Ab · OMXSTO:HNSA
Hansa Biopharma Ab — Q2 2025 Earnings Presentation
22 slides from Hansa Biopharma Ab's earnings presentation, Jul 17, 2025
Slide 1: Interim Results Jan - June 2025
Interim Results Jan - June 2025 July 17, 2025
Slide 2: Forward-looking statements
Forward-looking statements This presentation may contain certain forward-looking statements and forecasts based on our current expectations and beliefs regarding future events and are subject to significant uncertainties and risks since they relate to events and depend on circumstances that will occ
Slide 3: Q2 2025 Results Conference Call Agenda
Q2 2025 Results Conference Call Agenda 17 July 2025 CEO Remarks Renée Aguiar-Lucander CEO Operational Update Maria Törnsén COO, President US Pipeline Update Hitto Kaufmann Chief Scientific & Technology Officer Financial Results Evan Ballantyne Chief Financial Officer Close and Q&A Renée Aguiar-Lucan
Slide 4: Significant achievements in 1H 2025
Significant achievements in 1H 2025 Stabilized the Business Advanced the Pipeline Extended cash runway to Q2 2026 through Positive Ph 2 data in GBS demonstrated directed share issue and debt restructure efficacy and safety of imlifidase; data presented at key medical congress Bolstered leadership te
Slide 5: Strong product sales growth in 1H 2025
Strong product sales growth in 1H 2025 Quarterly Product Sales 1H Product Sales 1H Product Sales 76% increase as compared to Q2 2024 52% increase as compared to 1H 2024 80% of FY 2024 revenue 113.5 65.7 140 74.7 47.4 47.9 115.5 27.2 Q1 Q2 1H 2024 2025 FY 2024 1H 2025 2024 2025 © 2025 Hansa Biopharma
Slide 6: Current financial snapshot
Current financial snapshot Directed Share Issue Debt and Restructuring Terms Ø Successful capital raise of 232 MSEK Ø July 2022, the Company entered into a Ø Proceeds will help complete two ongoing US $70.0 million funding agreement with phase III trials for imlifidase, EU NovaQuest commercializatio
Slide 7: Operational Overview and Strategic Review
Operational Overview and Strategic Review Restructuring process Simplified organisational completed in Q2 with structure for clarity, speed and expected annual cost savings transparency of decision-making of around SEK 60m Strengthening of market Focus on cost efficiency, research, systems and produ
Slide 8: Q2 2025 Results Conference Call Agenda
Q2 2025 Results Conference Call Agenda 17 July 2025 CEO Remarks Renée Aguiar-Lucander CEO Operational Update Maria Törnsén COO, President US Pipeline Update Hitto Kaufmann Chief Scientific & Technology Officer Financial Results Evan Ballantyne Chief Financial Officer Close and Q&A Renée Aguiar-Lucan
Slide 9: Commercial momentum continues in Europe
Commercial momentum continues in Europe Clinical Patient Selection Market Readiness & Treatment Access 117 clinics are IDEFIRIX ready 200+ local scientific events Reimbursement in 20 markets to treat and global engagements incl. largest EU markets *2 additional markets in Q2 2025 65% of PAES centers
Slide 10: Kidney Transplantation represents a solid market opportunity
Kidney Transplantation represents a solid market opportunity and key learnings from Europe can be applied for the US market Significant Unmet Need Key Learnings from Europe US Focus Ø ~170,000 are waiting for a new kidney Ø Organ allocation system is not Ø Leverage US clinical data and EU real acros
Slide 11: Q2 2025 Results Conference Call Agenda
Q2 2025 Results Conference Call Agenda 17 July 2025 CEO Remarks Renée Aguiar-Lucander CEO Operational Update Maria Törnsén COO, President US Pipeline Update Hitto Kaufmann Chief Scientific & Technology Officer Financial Results Evan Ballantyne Chief Financial Officer Close and Q&A Renée Aguiar-Lucan
Slide 12: Focused pipeline in Desensitization and Autoimmune Diseases
Focused pipeline in Desensitization and Autoimmune Diseases Preclinical Phase 1 Phase 2 Phase 3 Marketed Partner Upcoming Milestone Desensitization Kidney Transplantation 2026: EU Ph 3 PAES data read out 2H 2025: ConfIdeS US Phase 3 data read Desensitization Kidney Transplantation out Desensitizatio
Slide 13: Phase 3 pivotal ConfIdeS trial data expected in 2H 2025
Phase 3 pivotal ConfIdeS trial data expected in 2H 2025 Study Overview Open-label, controlled, randomized trial evaluating 12-month kidney function in highly sensitized kidney transplant patients with positive crossmatch against a deceased donor, comparing desensitization using imlifidase with stand
Slide 14: GOOD-IDES-02 Phase 3 Trial Top Line Data Expected in 2H 2025
GOOD-IDES-02 Phase 3 Trial Top Line Data Expected in 2H 2025 Results from Phase 2 Study GOOD-IDES-03 Open Label Results Published in JASN (2022) Phase 3 Trial 10 out of 15 patients were dialysis independent after six months vs. the historical cohort, where only 18% had functioning kidney Ø Fully enr
Slide 15: Q2 2025 Results Conference Call Agenda
Q2 2025 Results Conference Call Agenda 17 July 2025 CEO Remarks Renée Aguiar-Lucander CEO Operational Update Maria Törnsén COO, President US Pipeline Update Hitto Kaufmann Chief Scientific & Technology Officer Financial Results Evan Ballantyne Chief Financial Officer Close and Q&A Renée Aguiar-Lucan
Slide 16: Strong H1 2025 IDEFIRIX Sales Performance
Strong H1 2025 IDEFIRIX Sales Performance Revenue (Q/Q) Product Sales(Q/Q) Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 66.3 65.7 65.7 49.1 48.6 39.8 47.8 Product Sales 47.8 MSEK MSEK 34.3 32.3 39.8 27.2 * 25.6 27.2 25.6 8.9 Contract 7.1 6.7 Revenue* 0.7 1.3 Revenue (FY/FY) 2022 2023
Slide 17: Continued investments in R&D and commercialization
Continued investments in R&D and commercialization SG&A Expenses (Q/Q) R&D Expenses (Q/Q) Operating Loss (Q/Q) Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 -64 -92 -80 -101 -93 -93 MSEK -70 MSEK MSEK -76 -76 -117 -88 -88 -131 -187 -174 -3 -96 -21 -24 *- R
Slide 18: Summary of Cash & Headcount
Summary of Cash & Headcount Operating Cash Flow (Q/Q) Cash & Cash Equivalents (Q/Q) Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 705 554 MSEK MSEK -112 405 354 -149 -148 -152 250 -189 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Operating Cash Flow (FY/FY) Number of Employees (Q/Q) 2022 2023 2024 H1 2025 -264 Employees 146 146 M
Slide 19: Q2 2025 Results Conference Call Agenda
Q2 2025 Results Conference Call Agenda 17 July 2025 CEO Remarks Renée Aguiar-Lucander CEO Operational Update Maria Törnsén COO, President US Pipeline Update Hitto Kaufmann Chief Scientific & Technology Officer Financial Results Evan Ballantyne Chief Financial Officer Close and Q&A Renée Aguiar-Lucan
Slide 20: Hansa Leadership
Hansa Leadership Hitto Kaufmann, PhD Renée Aguiar-Lucander Evan Ballantyne Maria Törnsén Chief Scientific & CEO CFO COO, President US Technology Officer © 2025 Hansa Biopharma AB 20
Slide 21: Hansa Biopharma contacts and key events
Hansa Biopharma contacts and key events Contacts Calendar and Events Evan Ballantyne 2025 Chief Financial Officer 16 SEPT Pareto 16th Annual Healthcare Conf, Stockholm Email: ir@hansabiopharma.com 8 OCT Sachs BEF 25th Annual Biotech in Europe Conf, Basel 23 OCT Interim Report (January – September) 1
Slide 22: HAN Sar
MZ HAN Sar BIOPHARMA