Sobi Reveals Strong Q3 2025 Growth with Financial Insights
Quarterly Financial Highlights for Swedish Orphan Biovitrum
Swedish Orphan Biovitrum AB (publ) announced notable results for the third quarter of 2025, reflecting robust growth and strategic momentum in their diverse product portfolio. Total revenue surged by 13 percent, rising to SEK 7,776 million compared to SEK 6,894 million in the previous year. The company's performance became even more impressive with a 21 percent increase at constant exchange rates.
Haematology Segment Growth
Within their haematology segment, revenue achieved a remarkable 26 percent increase at constant exchange rates, totaling SEK 4,771 million, vastly surpassing the previous year's figure of SEK 4,000 million. This growth was primarily fueled by the introduction of Altuvoct, which generated SEK 769 million in sales, alongside strong performances from Doptelet, which brought in SEK 1,408 million, and Aspaveli/Empaveli with SEK 317 million in sales. However, there was a slight decline in Vonjo sales, which recorded SEK 307 million against SEK 379 million year-over-year.
Immunology Performance and Strategic Portfolio Growth
In the immunology sector, Sobi reported an impressive 12 percent growth at constant exchange rates, with revenue reaching SEK 2,658 million compared to SEK 2,583 million last year. The successes were driven by solid sales of Gamifant, delivering SEK 733 million and Kineret, with SEK 769 million in sales. The company also noted a decrease in Beyfortus royalty revenue, dropping to SEK 1,166 million from SEK 1,478 million the previous year.
The strategic portfolio exhibited remarkable strength, achieving a 39 percent growth at constant exchange rates, bringing in SEK 5,001 million compared to SEK 3,830 million in the same quarter last year. This segment's strong performance highlights Sobi's commitment to innovative therapies and their efficacy in addressing significant medical needs.
Financial Performance and Outlook
Despite an adjustment for the impairment amounting to SEK 6,612 million due to the product and marketing rights of Vonjo, the adjusted EBITA margin stood at an impressive 47 percent compared to 43 percent in the previous period, reflecting resilience in the company’s financial structure. Adjusted EBITA reached SEK 3,620 million against SEK 2,923 million year-over-year, representing a margin of 47 percent, showcasing the robust operational strength.
Earnings per share (EPS) before dilution was reported at SEK -8.40 and EPS after dilution at SEK -8.32, compared to SEK 4.27 and SEK 4.22 respectively, indicating challenges tied to the financial impairments. However, adjusted EPS both before and after dilution showed a positive trend, standing at SEK 6.11 and SEK 6.05 respectively, up from SEK 4.36 and SEK 4.31.
Future Revenue and EBITA Margin Expectations
Looking ahead, Sobi has updated its 2025 revenue outlook, expecting low double-digit percent growth at constant exchange rates, revised from a high-single-digit expectation earlier in the year. Additionally, the adjusted EBITA margin is forecasted to be in the mid-to-high 30s percent of revenue, indicating a stable trajectory for operational performance moving forward.
Investor Engagement and Presentation
Sobi encourages investors, analysts, and media representatives to join a conference call where the quarterly results will be discussed in detail, accompanied by a Q&A session. This call is set to take place in the afternoon, providing a platform for direct engagement regarding Sobi’s ongoing strategies and market position. Attendees can expect insightful discussions about recent developments and future directions.
Frequently Asked Questions
What are the key highlights from Sobi's Q3 2025 report?
Sobi reported a 13% increase in total revenue, driven by haematology and immunology segments, with notable sales growth in their strategic portfolio.
How did the impairment of Vonjo affect Sobi's financial results?
The impairment significantly affected the overall profit, but operational margins and adjusted EBITA performance remained solid.
What is Sobi's outlook for revenue and EBITA margin in 2025?
Sobi anticipates low double-digit revenue growth and adjusted EBITA margin in the mid-to-high 30s percentage range.
How has Sobi's immunology segment performed?
The immunology segment grew by 12%, largely due to strong sales of Gamifant and Kineret, despite a decline in Beyfortus royalty revenue.
How can investors participate in the upcoming conference call?
Investors can join the conference call at the scheduled time using designated dial-in details provided by Sobi.
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