Sobi reports in-line Q2 revenue, repeats guidance; shares slip

Published 16/07/2025, 09:50
© Reuters.

Investing.com -- Swedish Orphan Biovitrum (Sobi) reported second-quarter results in line with expectations, and reaffirmed its full-year guidance for high single-digit revenue growth at constant exchange rates (CER) and an adjusted EBITA margin in the mid-30s.

Sobi (ST:SOBIV) shares fell 2.8% in Stockholm following the release.

Total (EPA:TTEF) revenue reached SEK 6,175 million, up 22% at CER and matching consensus forecasts.

Altuvoct continued its strong rollout, posting SEK 627 million in Q2 sales. According to RBC Capital Markets, this figure was 14% ahead of expectations.

Immunology revenue rose 11% at CER to SEK 1,288 million, supported by solid performances from Gamifant at SEK 632 million and Kineret at SEK 749 million. However, this was partially offset by ongoing weakness in Vonjo, which delivered SEK 302 million in sales—21% below consensus, according to RBC. 

Adjusted EBITA came in at SEK 2,100 million, up 39% year-on-year and 12% above estimates, helped by reduced R&D costs as several clinical trials concluded.

Adjusted EPS before dilution was SEK 2.38, compared with SEK 0.72 a year earlier. After dilution, EPS stood at SEK 2.36.

Cash flow from operating activities totaled SEK 1,448 million.

Sobi will host an analyst call at 1 p.m. UK time.

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