Presentation

Sobi is a specialised international biopharmaceutical company focusing on rare diseases. Providing sustainable access to innovative medicines in haematology, immunology and specialty care, Sobi has approximately 1,600 employees across Europe, North America, the Middle East and Asia.

Recent highlights
Q2 total revenues amounted to 3,876M SEK (+21%), with 2,688M and 847M SEK from the haematology and immunology portfolio, respectively.
In March, Sobi and Sanofi announced that Efanesoctocog alfa met primary and key secondary endpoints in Ph3 pivotal study in haemophilia A, demonstrating superiority to prior factor prophylaxis treatment. In the same month, Sobi announced NMPA approval of Gamifant® (emapalumab) in China for primary haemophagocytic lymphohistiocytosis. Also in the same month, Sobi announced that its contract with Pfizer for the manufacture of drug substance for ReFacto AF®/Xyntha® (ReFacto) will expire in Q1 2024. In July, Sobi announced an exclusive license agreement with ADC Therapeutics SA to develop and commercialise loncastuximab tesirine for use in haematology and other indications in Europe and most international markets.

Outlook
Revenue outlook of 2022 is anticipated to grow by a mid to high single-digit percentage at CER, now potentially towards the higher end of the range. EBITDA margin adjusted is anticipated to be at a low 30s percentage of revenue, now including the cost effects of the agreement to license the new orphan medicine loncastuximab tesirine in haematology.