Ypsomed Holding AG (0QLQ) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

to Ipsomed Half Year Results 2025-2026 Earnings Conference Call. Today, with CEO Simon Michel and CFO Samuel Künzli, we'd like to go over our first half year results. We'll go over the key achievements and the financial drivers for this first half year. After a short presentation, we will open the floor to questions. thank you for for joining us again and a warm welcome to all without further ado i'll pass on then to simon please thank you very much sam for introduction uh good morning everybody great to take the time uh for us here this morning we have a great results you have seen it this morning let us deepen it i will do a channel overview and then hand over to samuel for the financials And as you know me, I always start with our purpose. This is why we get up every morning. IpsiMed is making self-care simpler and easier. And those four are our structural growth drivers. Therapy, go home, drugs have to be injected. More and more biosimilars are available. And the new large new class of GLP-1 incretins that is giving IpsiMed a strong push. So we profit a lot. We have a lot of tailwind that supports Ipsumet in its growth. And we are really well set up. Ipsumet is a pure play injection specialist. We are a leader in innovation. We have our operations under control and we have very robust financials. I will deepen now with you the first three pillars and then Samuel will go with you through the financials. Let me start with the injection specialist focus. As you all know, we have done our homework. We have finished the transformation after three years, a very clear path, selling DIA-X to Medic in 23, selling Penelis to MTD in 24, selling diabetes care to techmed this year and selling ipsotec last week to calista with that ipsomed is now really clear set up really foc...