Alk-Abello As B Shs New (AKBLF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello and welcome to this presentation of ALK's Q3 results and full year outlook. And thank you all for joining us. Let's turn to slide number two with the agenda and speakers. My name is Pierre Klotnikoff. I'm Head of Investor Relations. And with me today are CEO Peter Helling and CFO Klaus Steinsen-Sølje. We'll first share a couple of quarterly highlights, followed by a closer look at markets, products and financials. We will detail some of our strategic focus areas before we cover the new full year outlook. As usual, we will end the presentation with a Q&A session. And to get us started, I'll hand over to Peter and slide number three. Please go ahead, Peter. Thank you, Per, and thank you all for joining this call. Q3 was characterized by a strong focus on execution of our key strategic initiatives. The pediatric tablet launches a new partnership for China and the commercialization of NEFI. Market responses to the tablet launches for children are truly encouraging. The rollout of the HowStuffMyTablet Acarisax for children progressed well and continues to contribute to the inflow of new patients in Q3. Moreover, Acarisax is attracting new prescribers, not least amongst pediatricians, suggesting that the children indications have the potential to expand LK's addressable markets. We also saw encouraging early uptake of the tree tablet in tulip sacks for children and adolescents. In China, we entered into a partnership with GenSci, a strong local Chinese partner, committed to accelerating the uptake of ALK's house-to-smite allergy products. GenSci has already taken over sales and marketing of Alutard, our SCID product, and skin-print tests. The partnership is projected to become margin-accreditive to LK's mid-term, largely driven by cost savings in China, combined with...