Camurus (CAMX) Company presentation summary

Company overview and financial performance

• Rapidly growing commercial-stage company with operations in Europe, Australia, and expanding into the US.

• Leader in opioid dependence treatment, leveraging unique FluidCrystal technology.

• Achieved sustainable profitability since 2022, with strong revenue and profit growth through 2025.

• Listed on Nasdaq Stockholm with over 290 employees and a strong cash position of SEK 3.9 billion.

• Recognized for leading ESG performance, with improved ratings and a focus on sustainability.

Commercial execution and product portfolio

• Global leadership in long-acting opioid dependence treatment with Buvidal and Brixadi.

• Buvidal available across four continents, with double-digit growth in Europe and Australia and increasing US market share for Brixadi.

• Oczyesa, a monthly subcutaneous octreotide, launched in Germany and approved in the EU and UK for acromegaly.

• Oclaiz US NDA resubmission accepted, with launch preparations underway for mid-2026.

• License agreements with Eli Lilly and Gubra for long-acting incretins and PTH analogs, respectively.

Market opportunities and growth drivers

• Significant growth potential for Buvidal in high-potential, limited-access European markets such as England, Germany, France, and Spain.

• Policy and funding changes in key countries are expected to drive further adoption of long-acting injectable buprenorphine.

• Oczyesa launch in Germany shows promising uptake, with additional launches progressing in other European countries.

• Market research indicates 30-60% of acromegaly patients are willing to switch to Oczyesa.