Oncopeptides (ONCO) Life Science Conference 2026 summary

Strategic overview and growth trajectory

• Focus on commercializing Pepaxti in Europe, expanding globally through partnerships, and advancing a proprietary pipeline targeting difficult-to-treat cancers.

• Achieved full European approval for Pepaxti in 2022, with sales growing from SEK 31.6m in FY 2024 to SEK 71.2m in FY 2025, an increase of 125%.

• European market potential estimated at SEK 1.5B, with pipeline expansion targeting the $8B+ glioblastoma market.

• Over 600 patients treated since EMA approval, with inclusion in EHA/EMN guidelines supporting adoption.

• Strategic partnerships established in South Korea, Greece, MENA, Eurasia, and Africa, with ongoing discussions for further expansion.

Pipeline and scientific innovation

• Pipeline built on PDC and SPIKE platforms, with assets OPD5 and OPDC3 offering global, multi-indication potential, including solid tumors.

• PDC platform validated by clinical results, designed to bypass healthy tissue and overcome resistance mechanisms such as p53 mutations.

• Melflufen, the active agent in Pepaxti, demonstrates high efficacy in glioblastoma models, outperforming standard-of-care temozolomide.

• PDCs show dual nuclear and mitochondrial DNA targeting, high bioavailability, and reduced sensitivity to DNA repair upregulation.

• Research grant from Sweden's Innovation Agency supports exploration of PDCs in glioblastoma, with a consortium including Uppsala University.

Glioblastoma program and future outlook

• Glioblastoma identified as a high unmet need with poor survival rates and limited effective therapies.

• PDCs have shown the ability to cross the blood-brain barrier in preclinical models, addressing a key challenge in brain cancer treatment.

• Fast-track status granted for a "Window of Opportunity" clinical study in glioblastoma in Norway, aiming for rapid clinical validation.

• Sales growth and pipeline expansion expected to transform the company into a multi-indication global player, with self-sustaining financials projected by 2027.

• High-margin licensing and global partnerships provide non-dilutive capital and access to new markets, including Japan.