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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.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.
- OrbiMed royalty monetization extends runway while rare-disease and Imeglimin partnering advance.POXEL
Corporate presentation - Revenue up to EUR 6.6m in 2024, but reorganization and going concern risks remain.POXEL
H2 2024 - Advancing rare metabolic disease therapies with strong clinical assets and strategic partnerships.POXEL
Corporate presentation - TWYMEEG® sales growth and asset divestment drive revenue, with financial reporting delayed.POXEL
Q2 2026 TU - TWYMEEGⓇ sales surged 36% in Japan, boosting royalties and revenue for Q1 2026.POXEL
Q1 2026 - Revenue up 88% and net loss reduced amid receivership and recovery plan implementation.POXEL
H1 2025 - 2024 revenue up, net loss down, and judicial reorganization underway with new financing.POXEL
Q3 2025 - Cash runway limited to Q1 2025, with future dependent on February 2025 shareholder vote.POXEL
H1 2024 - TWYMEEG® sales growth and strengthened cash position extend Poxel's runway through 2025.POXEL
Q3 2024 TU
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