Alk-Abello As B Shs New (AKBLF) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello everyone and welcome to this presentation of ALK's Q2 results and the revised full year outlook. Thank you all for joining us. Let's turn to slide number two with an intro to the agenda and the speakers. My name is Per Plotnikoff, I'm Head of Investor Relations and with me today are CEO Peter Helling and CFO Claus Steensen-Sølje. We'll first be sharing a couple of highlights from Q2, followed by a closer look at market and product trends, as well as half-year financials. We will then provide an update on recent progresses and on the pediatric agenda, our NEFI partnership, and other strategic priorities before we present the updated full year outlook. As usual, we will end the presentation with a Q&A session. To get started, I'll hand over to Peter for slide three for the highlights. Please go ahead, Peter. Thank you, Per, and thank you all for joining this call. Commercial execution of the key strategic initiatives, including the children launches, was on top of our agenda in Q2. These initiatives started contributing to sales growth in Q2, although they are still all in early stage. The initiatives have come off to a good start, and this bodes well for ALK's ability to deliver sustained profitable growth going forward. In Q2, the ongoing rollout of our Carisax tablet for children with HSDM allergy is progressing well and have continued to exceed expectations. We also started the launch of the Tulisax tablet for children and adolescents with tree pollen allergy in European markets and Canada to secure that tablets are available for the coming pollen initiation season. Moreover, we launched the Euronefi adrenaline spray in Germany, the first EU market entry. Additional launches are lined up for the second half year, including the important UK market, where Euron...