Orexo Ab · OMXSTO:ORX
Orexo Ab — ABGSC Investor Days Seminar 2025
19 slides from Orexo Ab's conference presentation, May 13, 2025
Slide 1: A commercial-stage pharma company, developing drugs through cutting-edge drug delivery technologies
A commercial-stage pharma company, developing drugs through cutting-edge drug delivery technologies May 13, 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 in brief
3 Orexo in brief Comments Q2 Strong cash generation Net Revenue LTM 1 from lead product 30 years of experience Addresses unmet needs developing improved within opioid use disorder SEK m 5.750 pharmaceuticals based on (OUD) and other areas proprietary drug delivery where our technologies can technolo
Slide 4: Commercial products and development pipeline
4 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 platform Commercial Abstral® Breaktrough Cancer Pain /
Slide 5: Commercial
5 Commercial Robust US commercial platform fighting the opioid crisis 5
Slide 6: Committed to improve the life of patients suffering from OUD
6 Committed to improve the life of patients suffering from OUD The unmet need in the US 5.9 m 64,000 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 7: Q1 2025: Slightly lower bup/nal market growth
7 Q1 2025: Slightly lower bup/nal market growth Market development 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%, Medicaid
Slide 8: AmorphOX
AmorphOX® The next-generation drug delivery technology unlocks a broad range of new opportunities in the development of innovative drugs
Slide 9: AmorphOX is a unique drug delivery technology
9 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 c
Slide 10: The scalable AmorphOX platform takes Orexo beyond the OUD treatment area
10 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 11: Maximize AmorphOX potential through partnerships
11 Maximize AmorphOX® potential through partnerships From idea to commercial product Orexo´s experts from R&D, Regulatory Affairs, Supply Chain & Market Access can support a partner´s innovative product development along the way Get started with an MTA Formulate and stability-test external APIs on A
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 3 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: Financial & legal
15 Financial & legal 15
Slide 16: Q1 2025: Stable Zubsolv sales & continued positive EBITDA
16 Q1 2025: Stable Zubsolv® sales & continued positive EBITDA Income statement Jan-Mar Jan-Mar FY FY Comments Q2 SEK m 2025 2024 2024 2023 Q1 2025 developments & legal update ✓ Zubsolv US Net revenues grew 2.9% due to lower reduction of Net revenues (NR) 146.2 139.3 590.0 638.8 wholesaler inventorie
Slide 17: Future value drivers
17 Future value drivers
Slide 18: Strategic initiatives based on a sustainable foundation
18 Strategic initiatives based on a sustainable foundation Improving access to treatment Capitalising on the AmorphOX® drug delivery Growing revenues and profit contributions technology Key milestones and focus areas going forward • Maintain Zubsolv® revenues • Expand reimbursement of Zubsolv in the
Slide 19: Thanks
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