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UCB (UCB) investor relations material
UCB Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Commercial momentum and market
BIMZELX® was approved in 50+ countries, reached >148k patients worldwide and >270k patient-years of exposure; five indications were approved and four more were under study.
Revised peak sales potential was €7bn+, supported by execution, durable evidence and expansion across indications.
BIMZELX held ~35% global share of the IL-17 psoriasis segment and neared 50% in HS; IL-17 dynamic share exceeded 60% in Italy, 55% in Spain and 70% in Japan.
Psoriatic disease markets grew >5% annually, while U.S. HS patient numbers grew 20% YoY; BIMZELX growth outpaced the market.
AI-driven engagement and expanded access supported growth; U.S. HCPs showed strong prescribing intent, with 84% very likely to prescribe in the next 3 months.
Clinical data and long-term HS outcomes
Multi-year follow-up and open-label extensions showed no new safety signals; four superiority studies in psoriatic disease and arthritis showed early clinical benefits, including in ACR 50 scores.
IHS4-100 responses were sustained through Year 3; Year 3 response was 47.4% with disease duration <2.38 years versus 33.3% with duration ≥10.74 years, supporting better outcomes with earlier treatment.
At Year 1, 56.6% achieved zero draining tunnels and 29.4% zero total tunnels; mean total tunnel count fell by 2.1 and draining tunnel count by 2.4.
Among patients with baseline draining tunnels, >two-thirds of biologic-naïve patients achieved zero draining tunnels by Year 3, versus approximately half of biologic-experienced patients.
Pediatric studies were progressing, with a psoriasis readout expected the following year and HS studies including children as young as nine.
Quality of life and patient impact
Mean DLQI improved from 11.0 at baseline to 5.0 at Year 1 and 4.5 at Year 3; 76.4% reported no or mild HS impact on HRQoL at Year 3, up from 24.1% at baseline.
Three out of four patients reported minimal to no HS disease impact after three years; long-term HS data showed sustained improvements in quality of life, skin pain and itch.
Five-year North American psoriasis data showed >85% achieving minimal disease impact (DLQI 0/1).
Early and first-line use was associated with the best chance of high-bar outcomes and durable benefits; adolescents with HS may benefit from early targeted therapy given the long disease course ahead.
- Three-year data show bimekizumab delivers durable efficacy and safety in hidradenitis suppurativa.UCB
CMD 2025 presentation - Growth momentum continues with BIMZELX leadership, pipeline innovation, and strategic acquisitions.UCB
J.P. Morgan European Healthcare CEO Call Series - Upgraded guidance and strong BIMZELX momentum drive confidence in long-term growth.UCB
Bank of America Global Healthcare Conference - Revenue up 22% to €4.27B, EBITDA up 68%, and guidance upgraded on strong product growth.UCB
H1 2026 - Bimekizumab showed superior joint efficacy over risankizumab in psoriatic arthritis, influencing future care.UCB
Investor update - Acquisition of Candid Therapeutics boosts autoimmune pipeline with $2B deal and strong clinical assets.UCB
Acquisition presentation - Net sales up 35% year-over-year, driven by BIMZELX® and strong pipeline momentum.UCB
H2 2025 - Five launch products, stronger BIMZELX access and pipeline progress support the next growth phase.UCB
43rd Annual J.P. Morgan Healthcare Conference 2025 - Double-digit sales growth and robust new launches drive strong 2024 outlook.UCB
H1 2024
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