Swedish Orphan Biovitrum AB

SOBI

Equity

ISIN SE0000872095 / Valor 2676862

NASDAQ Nordic Exchange Stockholm, Equities (2026-09-07)

SEK 450.00-1.06%

Swedish Orphan Biovitrum AB
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About company

Swedish Orphan Biovitrum AB (Sobi) is a global biopharmaceutical company focused on developing and commercializing innovative therapies for rare and serious diseases. Sobi specializes in areas such as hematology, immunology, and gene therapy, addressing unmet medical needs in conditions like hemophilia, immune deficiencies, and other rare disorders. The company operates internationally, leveraging its expertise in biotechnology to bring effective treatments to patients worldwide. Sobi collaborates with healthcare professionals, research institutions, and industry partners to advance its drug pipeline and expand access to its medications, aiming to improve patient outcomes and enhance quality of life for those affected by debilitating diseases.

Summarized from source with an LLMView SourceSector: Healthcare

Total revenue

Total revenue was SEK 7,842 M in Q2 2026, up 29% at constant exchange rates (27% at actual rates) versus SEK 6,175 M in Q2 2025.

Segment performance

Haematology revenue grew 27% at CER to SEK 5,726 M (driven by Altuvoct SEK 1,554 M and Doptelet SEK 1,628 M). Immunology revenue increased 37% at CER to SEK 1,711 M (with Gamifant SEK 794 M and Kineret SEK 861 M).

Strategic portfolio

Revenue from the strategic portfolio rose 53% at CER to SEK 5,095 M (from SEK 3,384 M), underscoring the contribution of higher-growth assets to overall sales.

Profitability

Adjusted EBITA margin (excluding items affecting comparability of SEK 355 M) was 35% (34). Reported EBITA was SEK 2,843 M (margin 36% vs 30%), and EBIT was SEK 1,627 M (vs SEK 1,010 M a year earlier).

Earnings per share

EPS before dilution was SEK 3.17 (1.85) and after dilution SEK 3.14 (1.83). Adjusted EPS before dilution was SEK 4.00 (2.38) and adjusted EPS after dilution was SEK 3.96 (2.36).

Cash flow

Cash flow from operating activities was SEK 1,912 M in Q2 2026, up from SEK 1,448 M in Q2 2025.

Pipeline and regulatory updates

Sobi received a Complete Response Letter (CRL) on NASP for uncontrolled gout related to manufacturing but reports a clear path to resubmission. Pozdeutinurad showed positive topline results from the pivotal Phase 3 REDUCE 2 study in gout.

Outlook

Updated 2026 guidance: revenue is expected to grow by a mid‑to‑high‑teens percentage at CER (previously low double‑digit) and the adjusted EBITA margin is forecast in the mid‑to‑high‑30s percent of revenue (previously mid‑30s).

Summarized from source with an LLMView Source

Key figures

62.9%1Y

105%3Y

92.5%5Y

Performance

27.9%1Y

28.6%3Y

32.7%5Y

Volatility