Hansa Biopharma Ab · OMXSTO:HNSA
Hansa Biopharma Ab — Q2 2026 Earnings Presentation
32 slides from Hansa Biopharma Ab's earnings presentation, Jul 22, 2026
Slide 1: Second Quarter and First Half Year 2026 Financial Results Conference Call
® Second Quarter and First Half Year 2026 Financial Results Conference Call 22nd of July 2026
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 o
Slide 3: H1 2026 Conference Call: Agenda
H1 2026 Conference Call: Agenda ® 22nd of July, 2026 CEO Remarks Renée Aguiar-Lucander CEO Operational Update Maria Törnsén COO, President US Clinical Update Richard Philipson Chief Medical Officer Financial Results Adam Cutler Chief Financial Officer Close and Q&A Renée Aguiar-Lucander CEO © 2026,
Slide 4: Key Achievements in Q2 2026
® Key Achievements in Q2 2026 Business Overview Pipeline & Regulatory Update Improvement in Q2 revenues as predicted. Impact from Out-licensing: Q2 revenues: 48.1 PAES successful topline data: European MSEK vs 49.1 MSEK Q2 25 confirmatory trial reported positive results of 92% graft survival and 98%
Slide 5: Transaction Overview: €115 million licensing agreement for Idefirix
Transaction Overview: ® €115 million licensing agreement for Idefirix Transaction Scope Partnership Responsibilities Exclusive out-licensing of Idefirix for transplantation in EU, SERB Pharmaceuticals Hansa Biopharma UK, Switzerland, Norway, Liechtenstein, Iceland and Middle East and North Africa (M
Slide 6: General Outlook 2H 2026
General Outlook 2H 2026 ® Corporate transition now completed; senior leadership team in place bringing relevant and significant expertise across all critical business areas. Significant focus and resources required for the successful and smooth transition of the European commercial business lead
Slide 7: H2 2026 Conference Call: Agenda
H2 2026 Conference Call: Agenda ® 22nd of July, 2026 CEO Remarks Renée Aguiar-Lucander CEO Operational Update Maria Törnsén COO, President US Clinical Update Richard Philipson Chief Medical Officer Financial Results Adam Cutler Chief Financial Officer Close and Q&A Renée Aguiar-Lucander CEO © 2026,
Slide 8: Q2 European Performance: 39% increase vs Q1
Q2 European Performance: 39% increase vs Q1 ® Performance Operational activities 46.8M SEK product sales Secured reimbursement in Catalonia, Spain Strong performance in Spain, following the recently Publication of the German expert consensus secured reimbursement in Catalonia recommendations Indepen
Slide 9: US Kidney Transplant: A Growing Market with High Unmet Needs
US Kidney Transplant: A Growing Market with High Unmet Needs ® Significant unmet medical need with thousands of highly sensitized patients waiting for a transplant US Kidney Transplant Waitlist is growing ~27,000 ~100,000 people in the US are waiting for a kidney transplant transplants/year with 80%
Slide 10: Launch Preparations Ongoing: Focused and Led by an Experienced US Team
Launch Preparations Ongoing: Focused and Led by an Experienced US Team ® 1 2 3 Market Research Insights* Market Development Transplant Center Readiness • Strong clinical need for a quick and • Fully staffed market access and • Concentrated market with 200 effective product that can enable HLAi medic
Slide 11: Financial Stakeholders Recognize the Value of Imlifidase
Financial Stakeholders Recognize the Value of Imlifidase: Reimbursement precedence exists from other therapies ® Majority of patients have Medicare; however opportunity Early adoption likely to come from large volume, operationally also exists with Commercial plans sophisticated transplant centers
Slide 12: Imlifidase Has the Potential to Change the Treatment Paradigm
Imlifidase Has the Potential to Change the Treatment Paradigm* Addresses one of the most challenging unmet needs in kidney transplantation • Thousands of highly sensitized patients remain unable to access a compatible donor despite years on the waitlist Enables transplantation where it was previousl
Slide 13: H1 2026 Conference Call: Agenda
® H1 2026 Conference Call: Agenda 22nd of July, 2026 CEO Remarks Renée Aguiar-Lucander CEO Operational Update Maria Törnsén COO, President US Clinical Update Richard Philipson Chief Medical Officer Financial Results Adam Cutler Chief Financial Officer Close and Q&A Renée Aguiar-Lucander CEO © 2026,
Slide 14: Report from ConfIdeS, a Randomized Desensitization Trial
Report from ConfIdeS, a Randomized Desensitization Trial Superior 1-year eGFR Among Highly-Sensitized Patients Desensitized with Imflifidase Compared with the Control Arm © 2026, Hansa Biopharma AB 14
Slide 15: ConfIdeS Trial Design
ConfIdeS Trial Design Randomized controlled trial in highly sensitized patient population with a cPRA value ≥99.90% Imlifidase n=32 Randomization Organ offer Pre-screening Screening Delisting of Eligibility unacceptable assessment Control n=32 antigen(s) 12 months Accept organ offer Imlifidase tre
Slide 16: Demographics & Baseline Characteristics
Demographics & Baseline Characteristics Characteristics Imlifidase (n=32) Control (n=32) p-values Mean patient age (SD) — yr 45.8 (12.3) 44.7 (12.5) ns Female — no. (%) 18 (56.3) 15 (46.9) ns Race — no. (%) Asian 1 (3.1) 2 (6.3) Black 16 (50.0) 14 (43.8) ns White 14 (43.8) 13 (40.6) Other 0 (0) 2 (6
Slide 17: Primary Endpoint – eGFR at 12 Months
Primary Endpoint – eGFR at 12 Months eGFR was 51.5 mL/min/1.73 m2 in imlifidase arm compared with 19.3 mL/min/1.73 m2 in the control arm, resulting in a clinical and significant difference of 32.2 mL/min/1.73 m2 (p<0.0001) eGFR, estimated glomerular filtration rate; MDRD, modification of diet in ren
Slide 18: Dialysis Dependency & CKD at 1 Year
Dialysis Dependency & CKD at 1 Year Dialysis dependency was lower in the imlifidase arm (5 patients) than in the control arm (17 patients) (p=0.0007) CKD stage at 12 months for transplanted patients eGFR Imlifidase (n=28) Control (n=15) (mL/min/1.73 m2) no. (%) no. (%) >90 4 (14) 0 ≥60 8 (28) 4 (27)
Slide 19: Patient Survival & AEs
Patient Survival & AEs Patient survival was 97% with imlifidase compared with 100% in the control arm AEs and SAEs reflect post-transplant complications per current immunosuppressive practice and are consistent with previous clinical trial experience No imlifidase infusion was discontinued due to an
Slide 20: DSA Over Time
DSA Over Time Patients in the imlifidase arm maintained a low DSA during the first week; DSA peaked on day 15, then decreased thereafter DSA, donor-specific antibody; MFI, mean fluorescence intensity. © 2026, Hansa Biopharma AB 20
Slide 21: AMR Status & Effect on eGFR at 12 Months
AMR Status & Effect on eGFR at 12 Months AMR occurred in 16/28 patients in the imlifidase arm (57%) vs. 6/13 in the control arm (46%) No grafts in the imlifidase arm were lost due to AMR AMR did not impact kidney function AMR, antibody-mediated rejection; eGFR, estimated glomerular filtration rate;
Slide 22: Conclusion
Conclusion At 1-year post-randomization, desensitization with imlifidase was associated with clinically meaningful and statistically significant improvement in kidney function as measured by eGFR • 51.5 mL/min/1.73 m2 which was superior to 19.3 mL/min/1.73 m2 in control arm (p<0.0001) Imlifidase ena
Slide 23: H1 2026 Conference Call: Agenda
® H1 2026 Conference Call: Agenda 22nd of July, 2026 CEO Remarks Renée Aguiar-Lucander CEO Operational Update Maria Törnsén COO, President US Clinical Update Richard Philipson Chief Medical Officer Financial Results Adam Cutler Chief Financial Officer Close and Q&A Renée Aguiar-Lucander CEO © 2026,
Slide 24: Q2 2026 Idefirix Sales Performance
® Q2 2026 Idefirix Sales Performance Product Sales Total Revenue Product Sales TTM 46.8 MSEK 48.1 MSEK 171.9 MSEK Quarterly Revenue & Product Sales (MSEK) Product Sales Total Revenue 100 50 0 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 TTM = trailing twelve months. Figures in MSEK. © 2026, Hansa Biopharma AB 24
Slide 25: Continued Investments in R&D & Commercialization
® Continued Investments in R&D & Commercialization SG&A Expenses R&D Expenses Operating Loss Q2 2026 Q2 2026 Q2 2026 -1191 MSEK -68 MSEK -174 MSEK Year-over-year Year-over-year Year-over-year ▲ 31% ▼ 29% ▲ 12% vs Q2’25 -912 MSEK vs Q2’25 -962 MSEK vs Q2’25 -1552 MSEK 1Q2'26 SG&A included costs assoc
Slide 26: Summary of Cash & Headcount
® Summary of Cash & Headcount Operating Cash Flow Cash & Equivalents Employees Q2 2026 Q2 2026 Q2 2026 -104 MSEK 5531 MSEK 153 FTEs Year-over-year Year-over-year Year-over-year ▼ 8% ▲ 56% ▲ 9% vs Q2'25: -112 MSEK vs Q2'25: 354 MSEK vs Q2'25: 140 FTEs Operating Cash Flow & Cash in MSEK; Employees in
Slide 27: H1 2026 Conference Call: Agenda
H1 2026 Conference Call: Agenda ® 22nd of July, 2026 CEO Remarks Renée Aguiar-Lucander CEO Operational Update Maria Törnsén COO, President US Clinical Update Richard Philipson Chief Medical Officer Financial Results Adam Cutler Chief Financial Officer Close and Q&A Renée Aguiar-Lucander CEO © 2026,
Slide 28: Summary
Summary ® Strong foundation and clear roadmap Robust financial position Value inflection point in Q4 Execution focus Experienced team © 2026, Hansa Biopharma AB 28
Slide 29: Experienced and Proven Leadership Team
Experienced and Proven Leadership Team Proven track record delivering growth, approvals, and launches across renal, rare disease, and immunology ® Renée Aguiar-Lucander Maria Törnsén Chief Executive Officer Chief Operating Officer, President US 20+ yrs rare disease leader and former investor, Succes
Slide 30: Q&A
® Q&A © 2026, Hansa Biopharma AB 30
Slide 31: Hansa Biopharma contacts and key events
® Hansa Biopharma contacts and key events Contacts Upcoming Events 2026 Adam Cutler Pareto Securities’ 17th Annual Healthcare Conference 2026, 2 SEP Stockholm Chief Financial Officer 31st International Congress of The Transplantation Society, Email: ir@hansabiopharma.com 20 SEP Sydney 22 SEP BioStoc
Slide 32: HAN Sar
IZ HAN Sar BIOPHARMA