Xbrane Biopharma AB (publ) (XBRANE) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Come to our webcast in relation to our quarterly report for the third quarter of 2025. My name is Martin. I'm the CEO of Xprint Biopharma and I have with me today also our CFO Jane. So we will, as we usually do, start to go through the operational highlights of the quarter. and then Jane will go through the financial highlights and then we will have some minutes for Q&A towards the end and you can ask questions either via the audio function if you've called in or via the chat okay So we'll start with Ximluci, our Lucentis biosimilar, which we have partnered up with Stada, currently launched in 24 countries, out of which 20 in Europe and four in Asia, Middle East. It's quite straightforward collaboration where we are essentially sharing the profit contribution 50-50 from the sales and marketing of this product and just to have a look at the market situation to start with so this is a buy similar to Lucentis active ingredient Ranibizumab and we have beyond Xymlusi three other biosimilars to Lucentis on the market so you can see that there's a dark blue part on the bottom that's Lucentis the originator as well as the Lucentis biosimilars on the market And then if we consider the broader class of drugs, retinal anti-VEGFs, we also have the regenerative product ILEA, as well as Vabysmo. And then we have a certain off-label usage of the cancer drug Avastin. All in all, this is a market of about 5 billion euros. um across europe and it has been growing with some seven seven percent per year um in volume and 5.5 in value and we're seeing quite a lot of developments in this market it's a sizable market and it is growing um but it's also so that um the new product launched by Roche is taking market share in the overall market and in the ILEA space we're going to see Biosimilar...