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Swedish Orphan Biovitrum (SOBI) investor relations material
Swedish Orphan Biovitrum M&A Announcement summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.M&A Announcement summary15 Dec, 2025
Deal rationale and strategic fit
Acquisition adds AR882/pozdeutinurad, a next-generation URAT1 inhibitor, to the gout pipeline, addressing significant unmet needs in progressive and uncontrolled gout and expanding the portfolio with a late-stage, de-risked asset.
Unlocks a major commercial opportunity with over 200,000 underserved US patients and complements existing assets for severe gout.
Strengthens position in the gout and rare disease markets, supporting long-term growth beyond the mid-2030s.
Elevates capabilities through integration of a highly experienced team.
Aligns with the strategy of sourcing first- and best-in-class molecules to drive sustainable growth and shareholder value.
Financial terms and conditions
Upfront payment of $950 million in cash, funded through available liquidity and new credit facilities, with up to $550 million in additional clinical, regulatory, and sales milestones.
Leverage expected to rise to around 2x at closing and decrease through 2026.
Transaction expected to be highly accretive to mid- and long-term growth and margin trajectory.
Transaction expected to close in H1 2026, subject to customary closing conditions.
Synergies and expected cost savings
Operational and commercial synergies anticipated, leveraging existing infrastructure and field force, particularly for NASP, to avoid duplication and enhance competitiveness in gout.
Acquisition expected to be highly accretive to net sales and earnings in the mid-term, fueling long-term growth into the 2030s and early 2040s.
How will debt funding affect Sobi's leverage?
What is the strategy for pozdeutinurad in Greater China?
What specific milestones trigger the $550M payment?
AR882's impact on SOBI's mid-term growth profile?
AR882's renal safety for CKD patients?
AR882's competitive strategy against Febuxostat?
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Next Swedish Orphan Biovitrum earnings date
Q4 20255 Feb, 2026
Next Swedish Orphan Biovitrum earnings date
Q4 20255 Feb, 2026
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Frequently asked questions
Swedish Orphan Biovitrum AB, an integrated biotechnology company, researches, develops, manufactures, and sells pharmaceuticals in the therapeutic areas of haematology, immunology, and genetic and metabolic diseases in Europe, North America, and internationally. The company operates through three segments: Haemophilia & Hereditary Diseases, Inflammation & Immunology, and Other. It offers Alprolix for hemophilia B; Elocta to treat hemophilia A; Doptelet for thrombocytopenia; Kineret for rheumatoid arthritis; Thiola for cystinuria; Xultophy Cartridge that is used with Flexpen for treatment of diabetes; and Velphoro for hyperphosphatemia.
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