Bonesupport Holding AB (publ) (BONEX) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

sales for sediment G in the US has now reached 1 billion Swedish krona. Visually, it almost looks as if the last quarter is slowing down, which is, of course, not the case. It is an effect of the sharp drop in dollar to SEC. And if we look at the growth at constant rates for the last 12 months, the LPM in quarter two versus quarter two a year ago, the growth number is 47%. In total, antibiotic eluting serum grew with 49% in the last 12 months for the quarter for the global business. Let's push forward and go to the next slide, please. In North America, Quarter two sales reached 236 million SEC, which is a growth of 36% compared to quarter two last year, or 49% at constant exchange rates. As mentioned, we've seen large swings in the US dollar to Swedish krona rate, which is impacting both reported sales and sales growth. The uncertainty regarding the future of potential tariffs continues. Regardless of outcome in this volatile situation, the impact on bone support will be very small, as we have covered previously in the April press release. Some highlights in the quarter. We're seeing strong progress in the market penetration for Ceramide G, with sales reaching 18.3 million US dollars. The growth is coming from new users, but even more so from increased and expanded use in broader sets of indications by surgeons that have made their first experience with CEREMENT-G six to 12 months ago. We are making steady progress in getting CEREMENT-G approved with hospital systems, and we are quickly approaching 200 systems listings. It takes anywhere between three to nine months to get an approval for a listing with a hospital system. And usually the bigger the system, the longer time it takes. We will continuously see a lot of go, stop, go dynamics. But so far, there's only one ...