Orexo Ab · OMXSTO:ORX
Orexo Ab — Investor Presentation (June 2025)
17 slides from Orexo Ab's investor presentation, Jun 10, 2025
Slide 1: A commercial-stage pharma company developing drugs through drug delivery technologies
A commercial-stage pharma company, developing drugs through cutting-edge drug delivery technologies June 10, 2025
Slide 2: Legal disclaimer
2 Legal disclaimer • This presentation, which is personal to the recipient, has been prepared and produced by Orexo AB (publ) (“Orexo”) solely for the benefit of investment analysis and may not be used for any purpose other than assessment of investments concerning Orexo. Unless otherwise stated, Or
Slide 3: Orexo – rooted in science, proven in market
3 Orexo – rooted in science, proven in market Comments Q2 Net Revenue LTM 1 Orexo develops and commercializes improved pharmaceuticals based on proprietary drug delivery technologies, with a strong US presence and global partnerships across multiple therapeutic areas. Committment Approach Team o Tac
Slide 4: Orexo facts & figures
4 Orexo facts & figures Strong cash generation Q1 2025: Stable Zubsolv sales & postive EBITDA Solid financial position from US Commercial Financial backbone P&L SEK m Q125 Q124 FY24 FY23 SEK m SEK m Net revenues (NR) 146.2 139.3 590.0 638.8 5.750 119 of which US Comm. 133.0 129.3 560.3 677.7 Gross P
Slide 5: Commercial products and development pipeline
5 Commercial products and development pipeline Approved and/or Launched Product or Project/Indication/Technology Partners Exploratory Preclinical Clinical development phases Registration US EU RoW Zubsolv® Opioid Use Disorder (OUD) / Sublingual platform1 Commercial Abstral® Breaktrough Cancer Pain /
Slide 6: Commercial
6 Commercial Robust US commercial platform fighting the opioid crisis 6
Slide 7: Committed to improve the life of patients suffering from OUD
7 Committed to improve the life of patients suffering from OUD The unmet need in the US 5.9 m 58,000 the number of fatal overdoses are dependent on opioids1 caused by opioids annually2 2.3 m USD 1,500 bn are undergoing treatment1 The societal cost of the US opioid crisis3 Our approach Medication-Ass
Slide 8: Q1 2025: Slightly lower bup/nal market growth
8 Q1 2025: Slightly lower bup/nal market growth Market development1 Market development by segment (across retail) NTRx Q1 YoY +2% • YoY: Commercial +9%, Medicare +4%; Medicaid -3% 6 000 000 Q1 QoQ -2% • QoQ: Commercial -3%, Medicare -4%, Medicaid -2% 5 000 000 • Market Share: Commercial 34%, Medicai
Slide 9: AmorphOX®
AmorphOX® The next-generation drug delivery technology unlocks a broad range of new opportunities in the development of innovative drugs
Slide 10: AmorphOX® is a unique drug delivery technology
10 AmorphOX® is a unique drug delivery technology The challenge AmorphOX unique strengths Amorphous materials, commonly used in drug development, are rapidly absorbed but tend to be unstable limiting routes of administration, distribution and storage 1 AmorphOX unique properties ensure physical and
Slide 11: The scalable AmorphOX® platform takes Orexo beyond the OUD treatment area
11 The scalable AmorphOX® platform takes Orexo beyond the OUD treatment area Examples of both internal and partnered projects Small molecules Peptides Biologics Apomorphine Olanzapine Eletriptan Cetrorelix Enzyme Virus like Attenuated particle Virus Retained titer levels, Retained activity after Ret
Slide 12: OX124 (registration phase) – high dose rescue medication for opioid overdose with naloxone
12 OX124 (registration phase) – high dose rescue medication for opioid overdose with naloxone • Large health issue in the US with >58.000 deaths from opioid Rescue drug market Global overdose rescue Projected global in the US (USD) market size 2022 (USD) 2 annual growth 2 overdoses annually1 • OX124
Slide 13: OX640 (clinical phase) – emergency treatment of allergic reactions, incl. anaphylaxis
13 OX640 (clinical phase) – emergency treatment of allergic reactions, incl. anaphylaxis Rescue drugglobal Epinephrine market Growth rate CAGR • First line treatment today: intramuscular auto-injectors. In in the US (USD) market size 2023 (USD) 1 2024-2033 1 2024 the first nasal product was approved
Slide 14: Collaboration between Abera and Orexo to develop nasal powder vaccines using AmorphOX®
14 Collaboration between Abera and Orexo to develop nasal powder vaccines using AmorphOX® Candidate(s): Funding: In vivo study results: Influenza • Abera's influenza vaccine candidate was successfully formulated using AmorphOX. BERA vaccine platform AmorphOX® technology Abera at a glance: • The Amor
Slide 15: Future value drivers
15 Future value drivers
Slide 16: Approach for expansion / ESG
16 Approach for expansion Maintain Zubsolv® revenue streams Growing revenues & Obtain FDA approval and initiate US launch of OX124 profit contributions Achieve milestones and receive royalties from existing and upcoming partnered products. Improving Expand reimbursement of Zubsolv in the pub
Slide 17: Thanks
Thanks For more information, please visit www.orexo.com. You can also follow Orexo at Twitter @orexoabpubl, LinkedIn and YouTube. Headquarter Sweden, Orexo AB, P.O. Box 303, 751 05 Uppsala, Orexo is committed to the UN Global Compact corporate responsibility initiative and Sweden, E-mail: info@orexo