MedinCell (MEDCL) Jefferies Global Healthcare Conference 2026 summary

Strategic overview and technology

• Focus on long-acting injectables using proprietary resorbable PLA polymer technology, with a North American-style, multicultural team based in France.

• Technology enables subcutaneous depot formation, releasing drugs over 1–6 months, targeting compliance-critical conditions like schizophrenia.

• Three strategic engines: commercialized products (notably with Teva), pipeline expansion (notably with AbbVie), and broadening platform reach.

Product portfolio and market performance

• UZEDY (risperidone LAI) approved in April 2023, showing rapid adoption with over 15,000 U.S. patients and sales exceeding initial forecasts.

• UZEDY offers advantages over competitors: subcutaneous administration, immediate onset, ready-to-use, and consistent therapeutic levels.

• Real-world data shows UZEDY reduces relapse rates by 42%, hospitalizations by 47%, and costs by 29% compared to oral antipsychotics.

• Olanzapine LAI, filed with FDA and EMA, targets the most severe schizophrenia patients and is positioned as a potential blockbuster with no direct competition.

• Medincell's technology resolved safety issues that hindered previous olanzapine LAI attempts, achieving over 4,000 injections in trials without adverse events.

Partnerships and pipeline development

• Collaboration with Teva includes both UZEDY and olanzapine LAI, with Teva recognized for strong sales execution and growth strategy.

• Recent deal with AbbVie for a new formulation brought €35 million upfront, with Medincell handling preclinical work and AbbVie leading clinical development.

• Pipeline includes 15 active programs (7 internal, 8 partnered), spanning commercial and clinical-stage APIs, and global health initiatives in contraception, malaria, and tuberculosis.

• Next-generation BEPO Star technology, implemented in 2024, expands capabilities to hydrophilic molecules and peptides.