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Poxel (POXEL) investor relations material

Poxel Q3 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 TU earnings summary19 Oct, 2026

Executive summary

  • Q3 2026 consolidated revenue was €1,951k; 9M revenue reached €4,453k, driven by TWYMEEG royalties in Japan.

  • TWYMEEG net sales exceeded the JPY 5bn threshold in Sumitomo Pharma FY2026 H1, raising the royalty rate from 8% to 10% retroactively for FY2026.

Financial highlights

  • Q3 revenue was €1,951k vs €1,292k in Q3 2025; 9M revenue was €4,453k vs €3,608k in 9M 2025.

  • Q3 revenue included €1,629k in royalties and a €322k retroactive Q2 royalty adjustment; 9M included €4,131k in royalties and €322k in adjustments.

  • Consolidated cash and cash equivalents were €388k at September 30, 2026, vs €1,510k at Q2 2026 and €245k at Q1 2026.

Outlook and guidance

  • Sumitomo Pharma expects FY2026 TWYMEEG net sales to exceed JPY 10bn; the milestone would trigger a JPY 1bn bonus and increase royalties from 10% to 12%.

  • Based on Sumitomo Pharma projections, 12% royalties are expected on TWYMEEG Japan net sales during its FY2026, which runs April 2026–March 2027.

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Frequently asked questions

Poxel S.A. is a clinical-stage biopharmaceutical company focused on developing innovative treatments for serious chronic diseases, particularly those related to metabolic disorders. The company's research pipeline includes treatments for conditions like non-alcoholic steatohepatitis (NASH) and rare metabolic diseases such as adrenoleukodystrophy (ALD). Poxel leverages proprietary platforms including adenosine monophosphate-activated protein kinase (AMPK) activators and deuterated thiazolidinedione (TZD) compounds. The company is headquartered in Lyon, France, with additional offices in Boston, Massachusetts, and Tokyo, Japan. Its shares are listed on Euronext Paris.