Swedish Orphan Biovitrum Ab · OMXSTO:SOBI
Swedish Orphan Biovitrum Ab — Shareholder Meeting (May 2023)
15 slides from Swedish Orphan Biovitrum Ab's shareholder meeting presentation, May 9, 2023
Slide 1: Annual General Meeting 2023 – CEO presentation
Swedish Orphan Biovitrum AB (publ) Annual General Meeting 2023 CEO presentation 9 May 2023
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: Strategic business priorities
Strategic business priorities Lead in Haematology Capture the Grow value of the Immunology pipeline Go global 3
Slide 4: 2022 revenue and EBITA delivered in line with outlook
2022 revenue and EBITA delivered in line with outlook FY FY Total revenue (SEK M) (2021 in comparison) Amounts in SEK M 2022 2021 Change Specialty Care Immunology Haematology Total revenue 18,790 15,529 21% 5,991 323 Gross profit 14,014 12,045 16% 4,896 4,925 Gross margin1 75% 78% 324 307 3,999 2,64
Slide 5: Business growth driven by Doptelet in Haematology and geographic expansion
Business growth driven by Doptelet in Haematology and geographic expansion FY 22 FY 21 Change CER1 ratio FY 22 FY 21 Change CER1 ratio SEK M SEK M % % SEK M SEK M % % Haematology 10,831 8,536 15 58 Europe 7,484 7,011 2 40 – Haemophilia 7,714 7,419 2 41 North America 7,441 6,120 2 40 Immunology 6,679
Slide 6: Disciplined portfolio approach
Disciplined portfolio approach Launch assets and Pipeline fuel future growth Positions in Europe and North America create economic foundation, strong growth engines in International Pipeline: Efanesoctocog Alpha, nirsivimab (royalty International stream), SEL 212, indication expansions for Aspaveli®
Slide 7: Geographic expansion 2022
Geographic expansion 2022 Central and Eastern Europe Latin America Significant expansion of Sobi’s Haemophilia Implementation of distribution disease area, including Elocta and Alprolix agreement with Pint Pharma signed in December 2021 Turkey Empaveli launch in the first Launch of Haemophilia disea
Slide 8: Pipeline year end 2022
Pipeline year end 2022 Phase 2 Phase 3 Registration Aspaveli/Empaveli (pegcetacoplan) Zynlonta Dopetelet (avatrombopag) Transplant-associated thrombotic Haemophilia A Immune thrombocytopenia (in China) microangiiopathy after allogenic haematopoietic stem cell transplantation Aspaveli/Empaveli (pegce
Slide 9: Strategy for sustainable growth
Strategy for sustainable growth Maintain commitment to patients Always act responsibly • Access to treatment • An inclusive and diverse workplace • Patient centricity and engagement that grows people • Patient and product safety • Safe, healthy and fair working conditions • Ethical marketing and sal
Slide 10: Humanitarian Aid Program
Visionary founding partner Humanitarian Aid Program Over 20,200 people reported treated since programme start Over 32,800 acute bleeds treated in 2022 Over 648 surgeries in 2022 Over 661 million IU factor donated in total 10
Slide 11: Continued solid progress in Q1 2023
Continued solid progress in Q1 2023 Revenue +6% and -2% at CER1. Revenue increased by +8% excluding Kineret COVID-19 related sales and Doptelet sales in China Launch medicines2 +66% in Q1, driven by Doptelet Haemophilia grew by +10%, Aspaveli launch progressing well, SEK 95 M in Q1 Immunology held b
Slide 12: Pipeline news flow increasing
Pipeline news flow increasing Anticipated major upcoming pipeline news flow H2 2023 2024 efanesoctocog alfa – haemophilia A: regulatory Doptelet – ITP: regulatory submission in Japan submission in the EU Aspaveli/Empaveli – IC-MPGN3 and C3G3: Doptelet – ITP1: regulatory decision in China VALIANT pha
Slide 13: Outlook 2023
Outlook 2023 Outlook excludes Sobi’s right to royalty on net sales of nirsevimab in the US Revenue Anticipated to grow by a low-to-mid-single-digit percentage at CER1 EBITA margin adjusted2 Anticipated to be at a low 30s percentage of revenue 13 1. Constant exchange rates 2. Excluding items affectin
Slide 14: 2022 – a good year and a solid future
2022 – a good year and a solid future Revenue +8% at CER1 , Outlook fully met Launch medicines2 +37% +8% revenue at CER1 SG&A and R&D Continued cost control EBITA margin adjusted3 35%, outlook fully met +37% launch Good pipeline progress medicines2 News flow to increase in 2023 2023 outlook solid wi
Slide 15: Thank you
Thank you Sobi is a trademark of Swedish Orphan Biovitrum AB (publ). © 2023 Swedish Orphan Biovitrum AB (publ) – All rights reserved Swedish Orphan Biovitrum AB (publ) SE-112 76 Stockholm • Sweden www.sobi.com
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