Orexo AB (ORX) Q1 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:01.893 go ahead. 00:00:01.893 -- 00:00:06.979 Thank you very much and welcome to all of you dialing into this first quarter 00:00:06.979 -- 00:00:12.185 presentation. So the first quarter for REGSO, it feels strange, but it feels 00:00:12.185 -- 00:00:16.690 a little like it's been less eventful, at least compared to our fourth quarter, where 00:00:16.690 -- 00:00:21.776 we both had legal settlement and also a larger legal restructuring of our balance 00:00:21.776 -- 00:00:26.441 sheet. I think this year has started very much in line with our expectations. 00:00:26.441 -- 00:00:31.547 We did know that there were some challenges from the commercial side and the 00:00:31.547 -- 00:00:36.432 changes of Medicare system, of Medicare policies in the US. 00:00:36.432 -- 00:00:41.577 We were, of course, unaware of all of the macro volatility that we have seen, but 00:00:41.577 -- 00:00:45.842 here it actually feels like we have been insulated at least so far from a lot of the 00:00:45.842 -- 00:00:49.626 changes that has been happening on a more geopolitical and macro basis. 00:00:49.626 -- 00:00:52.141 And I'll come back to that a little later. 00:00:52.141 -- 00:00:57.111 Moving into the presentation, first of all the legal disclaimer and a short presentation 00:00:57.111 -- 00:01:02.382 of the agenda for today where I will talk a little about the summary of the quarter, 00:01:02.382 -- 00:01:07.012 go through some business updates. Frederik will take us through some of our financials 00:01:07.012 -- 00:01:13.361 and legal overview before I will finalize with some of our value drivers for the company. 00:01:13.522 -- 00:01:19.490 So a short update on the quarter. We 00:01:19.490 -- 00:01:23.335 started the quarter the year with a positive EBITD...