Oncopeptides AB (publ) (ONCO) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to Oncopeptide's Q2 Earnings Call for 2025. For the first part of the conference call, the participants will be in listen-only mode. During the questions and answers session, participants are able to ask questions by dialing pound key 5 on their telephone keypad. Now I will hand the conference over to CEO Sophia Higas and CFO Henrik Bergentoft. Please go ahead. Hi everyone and welcome to the presentation of Oncopeptides report for the second quarter of 2025. This is our standard disclaimer. I'm Sofia Hegis, CEO of Oncopeptides and I'm joined by our CFO Henrik Bergentoft who will give a financial update in just a few minutes. Let's start with the highlights from the quarter. Q2 was an eventful quarter and we took strong steps forward in Europe. We reached net sales of 19.2 million SEK. That's up 45% compared to Q1 and 135% versus last year. It's worth to point out that this is our third quarter in a row with more than 30% growth. Germany continues to perform well. Spain and Italy has been moving faster than expected on regional access and the positive clinical experience generated has already now been translated into real world publications that is supporting our launches. Momentum has carried into the summer too. Sales in July were three times higher than July last year. As August is a vacation period in most of Europe, we believe a strong July to be especially important. Another big milestone from outside of the quarter, PEPAXTI is now included in the EHA-EMN guidelines. This is an external validation of PEPAXTI's position in the treatment landscape and the recognition from leading experts that support us to build awareness and adoption. The amount of real-world data following the increased use of PEPAX-D in Europe is increasing, and we are pleased to have a...